Associate Marketing Strategist (AMS)

Company Description

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.

Position

We are looking for an experienced Nashville based Associate Marketing Strategist (AMS) to support the regional Marketing Strategist (MS) in developing and executing marketing initiatives, in-person/virtual events and experiences for the Nashville and Atlanta markets.

Specific responsibilities include, but are not limited to:

• 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 
• 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 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.)

Job 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

Location

Nashville, TN

Nashville, Tennessee