Who You'll Work With:
Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.
Our clients are located around the globe , and we have offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Connecticut, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach.
What You'll Be Doing:
We are looking for an experienced Dallas or Houston-based Associate Marketing Strategist (AMS) to support the regional Senior Marketing Strategist (SMS) in developing and executing marketing initiatives, events, and experiences for the Dallas and Houston markets.
Specific responsibilities include, but are not limited to:
Build strong partnerships with managing directors (MDs) and advisors to develop multichannel marketing strategies aligned with business goals and priority client demographics
Oversee strategy and event execution from start to finish, ensuring each initiative is thoughtfully planned, delivered, and aligned with the needs and expectations of the target audience
Accountable for all budget management related to advisor marketing strategies within defined cohort
Track KPIs and ROI, reporting on the effectiveness of all activities, inclusive of budget management (as appropriate). Collaborate with the Data team to make the best data-driven decisions for the future.
General administration and project management of internal/external mailings, invitations, and other communications
Partner with Events Agency (IPE) and advisor’s client servicing team on execution of events and activities
Demonstrate the benefit of crafting an integrated communications plan (inclusive of email, social media, strategic partnerships, and more), connecting them with training and resources as appropriate
Partner with the other AMS in Central Region to support team mentality for coverage of additional offices
Lead national projects on an as needed basis
Identify and evaluate opportunities for innovation by leveraging existing technology, driving process improvement, and staying current on industry trends and best practices
Partner with training team to ensure there is alignment of training, partnership, and priorities and support ongoing internal training for advisors as needed:
Efficiency/best practice workshops (in partnership with Marketing Technology/Data colleagues)
Marketing toolkit implementation workshops (in partnership with Marketing Strategy, Creative, Social Media, Comms & Partnerships, etc.)
What We’re Looking For:
3+ years previous experience in a marketing/events role
Ability to collaborate, build relationships and influence at all levels of the organization
Strong analytical skills and ability to think strategically; proficiency in Excel and PowerPoint is strongly preferred
Very strong written and verbal communication skills
Capable of prioritizing and executing multiple tasks and projects in a dynamic environment
Strong attention to detail and organizational skills
Travel will be required
Salesforce and Pardot knowledge are a plus
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With…