VP/Experiential Marketing & Private Client Events

Overview Bernstein Private Wealth Management is seeking a Vice‑President to lead marketing for the Mid‑West region, including offices in Chicago, Cleveland, and Minneapolis. The role serves as the Senior Marketing Strategist for the Mid‑West, focusing on ultra‑/high‑net‑worth experiential marketing and private client events. It partners with regional marketing leaders and national teams for public relations, events, campaigns, creative, brand, digital and operations.
Key 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 develop go‑to‑market plans, setting foundations for effective marketing execution backed by meaningful ROI.
Design and execute impactful events, sponsorships, and 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 potential to drive measurable impact.
Beyond experiential and events, partner with national PR, social media, and 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.
Set marketing KPIs in collaboration with Managing Directors and Wealth Advisors and include all tracking metrics for marketing activities—from events to creative placements and channel strategies.
Analyze results, provide feedback to Managing Directors and Wealth Advisors, partner on optimization strategies, and ensure 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 10+ years of experience in experiential and events marketing.
Prior work in high‑touch, intimate marketing engagement with premium and discerning audiences.
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 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.
Equal Employment Opportunity 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.

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