VP/Experiential Marketing & Private Client Events

About the role

Bernstein Private Wealth Management is seeking a Vice-President to lead marketing for our Mid-West region including offices in Chicago, Cleveland, and Minneapolis. This role serves as the Senior Marketing Strategist for the Mid-West focused on U/HNW experiential marketing and private client events.

Responsibilities

• Lead marketing strategic planning across the Mid-West, partnering with Managing Directors and Wealth Advisors, to define marketing goals reflective of local priorities and growth initiatives.
• Partner with Wealth Advisors to help them develop their go-to-market plans setting the foundation for effective marketing execution backed by meaningful ROI.
• Design and execute impactful events, sponsorships, experiences for clients and prospects that support both regional and national goals; oversee all on-site and off-site marketing events, manage vendor relationships, coordinate resources, and handle contract negotiations.
• Serve as primary regional point of contact for all marketing requests across the region, ensuring each is aligned with business objectives, advisor goals, and with the potential to drive measurable impact.
• Beyond experiential and events, partner with national PR, social media, digital teams to execute local and regional marketing initiatives. Serve as regional liaison for national sales campaigns and initiatives, ensuring clear communication of details, goals, and deadlines.
• Manage marketing KPIs in collaboration with Managing Directors and Wealth Advisors and including all tracking metrics for marketing activities – from events to creative placements and channel strategies.
• Analyze results, provide feedback to Managing Directors and Wealth Advisors, and partner on optimization strategies and ensure that lessons learned inform future efforts.
• Manage the regional marketing budget ensuring timely approvals, payment tracking, and effective cost management.
• Lead and mentor direct report(s) creating opportunities for learning and professional growth.

Qualifications

• We encourage you to apply if you have a track record of success in events and experiential marketing and have successfully served as a hands-on strategic partner to business leaders.
• Success in this role requires a positive, can-do’, and innovative, entrepreneurial mindset. The ideal candidate will be an adept project manager and comfortable working under pressure while managing stakeholders at varying levels of seniority.
• Equally important, the candidate must be passionate about our business and promoting and protecting our brand.
• We Are Seeking Experiential and events marketing professional with 10+ years of experience
• Prior work in high-touch, intimate marketing engagement with premium and discerning audiences
• Prior experience serving U/HNW client segments including luxury with experience-led marketing and branded “moments that matter”
• Exceptional project management experience and strong attention to detail. Capable of managing multiple projects and expectations simultaneously
• Strategic thinker, with the ability to work collaboratively with cross-functional teams, and rapidly build strong relationships with stakeholders at all levels
• Storyteller, able to craft compelling messaging for a variety of audiences
• Prior experience in wealth and investment management and / or luxury products and services preferred