Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.
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www.Bernstein.com

We are looking for an experienced, San Francisco or Seattle based Assoicate Marketing Strategist (AMS) to support the Director of Marketing in developing, designing, and executing regional marketing initiatives, in-person and virtual events and experiences for San Francisco, Seattle, Los Angeles, San Diego and Denver.

Responsibilities

Form deep partnerships with advisors and create multichannel marketing strategies aligned with advisors’ business targets and priority demographics
Oversee execution of their strategies, understanding the needs and wants of their target audiences
Partner with Events Agency (IPE) and advisor’s client servicing team on execution of events and activities
Accountable for all budget management related to advisor marketing strategies within defined cohort
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 West 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.)
Track KPIs and ROI, reporting on the effectiveness of all activities, inclusive of budget management (as appropriate). Collaborate with Data team to make the best data-driven decisions for the future.
General administration of internal/external mailings, invitations, and other communications

Qualifications

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
3+ years previous experience in a marketing/events role
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

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $90,000-$115,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

New York City, New York