Associate Marketing Strategist

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 over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

All are encouraged to apply. 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

 

 

Dallas, TexasHouston, Texas