VP/Experiential Marketing & Private Client Events
Imea
Who You'll Work With: 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. Programming supports wealth advisor goals and regional growth objectives while ensuring all marketing efforts reflect Bernstein's premium brand positioning. The role partners with other regional marketing strategy leaders across the country plus national Bernstein teams for public relations, national events, national campaigns, creative and brand, digital and operations. Based in Chicago, IL, the role will report to the Head of Marketing for Bernstein Private Wealth Management. The role takes the report of 1 Associate Marketing Strategist also supporting experiential marketing and private client events in the Mid-West region. What You'll Do: 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. Set 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. What We're Looking For: 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 About AB: Bernstein Private Wealth Management ("Bernstein"), a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high and ultra-high-net-worth families, endowments, foundations, and institutions to help them reach specific financial objectives. Bernstein is distinguished among major wealth managers by its singular focus on wealth management and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein's integrated approach to wealth management, including investments, planning, and family engagement, allows the firm to tailor each client’s portfolio. This approach minimizes the effects of tax and volatility with investment strategies that draw on AB's deep research expertise across asset classes and geographies. Bernstein has offices in all major markets across the US and serves clients around the world. 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! #J-18808-Ljbffr Imea
- ...environment, supporting major events in sports, music,... ...Rock-It Company is a market leader in two... ...broadcasting, film and TV, and experiential events and exhibitions... ...services for clients at a variety of locations... ...including galleries, museums, private residences, corporate...Private clientLocal areaWeekend workWeekday work
$90k - $120k
...ProductionJob Subfunction: Experiential and Events ProductionJob Description:EXPERIENCES... ...event, experiential marketing, and hospitality-driven... ...you enjoy rocking out at a private concert, cheering on your favorite... ...programs, managing daily client communications, and helping...SuggestedFull timeWork at officeLocal areaFlexible hoursWeekend work3 days per week- ...consulting firm, partnering with clients to solve the world’s most... ...Chicago metro and regional Midwest markets.The responsibilities of this... ..., interviews, and industry events to strengthen AECOM’s market... ...partner with public- and private-sector clients to create innovative...Private clientWork at officeLocal areaWorldwideFlexible hours
- ...I’m closely partnered with a nationally recognized law firm seeking a mid-level to senior associate to join its established Private Client practice in Chicago. The firm has 400+ attorneys across several offices nationwide, offering a sophisticated platform with the resources...Private clientPrivate practice
- ...and business owners preferredStrong drafting, analytical, and client counseling skillsExcellent academic credentials and communication... ...or ability to become admittedWhy This OpportunitySophisticated private client and wealth planning practiceHigh-net-worth and ultra-...Private clientWork at office
- Capital Group is seeking a Private Wealth Advisor to work with high‑net‑worth individuals and complex families, devising comprehensive... ...planning, building a strong referral network and delivering tailored client solutions with exceptional service. #J-18808-Ljbffr 353 CGPCS...Private client
$315k - $330k
...Program Management Team that meets our clients’ objectives and solves their... ...maintain relationships with public and private sector clients, agencies, partner... ...projects within the water supply market, monitoring internal and external events, expenses, performance, and...Private clientFor contractorsWork at officeFlexible hours$200k
...Illinois, United StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe... ...investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will...Private clientFull timeLocal area- BCG Attorney Search is seeking a Private Clients, Trusts & Estates Associate to join their Chicago team. This role involves providing comprehensive estate planning services for high net worth individuals and families, coupled with trust administration responsibilities....Private client
- ...accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...Private client
- Umanist NA in Chicago, IL seeks an experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth individuals, families, trusts, estates, and private wealth clients. The ideal candidate has deep expertise in individual and fiduciary...Private client
- JPMorgan Chase & Co. in Chicago, IL is seeking a U.S. Private Bank - National Client Banker to serve high-net-worth clients within the National Private Bank network. This is a full-time, day-shift role within Asset & Wealth Management, offering a competitive compensation...Private clientFull timeDay shift
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...Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years of experience in tax compliance...Private client- BDO USA, LLP is a leading accounting firm offering Private Client Services to high net‑worth individuals and families. The Tax Manager role focuses on tax compliance and advisory work for sophisticated estates and trusts, with collaboration across clients and advisors....Private client
- ...Management, Goldman Sachs helps empower clients and customers around the world to reach... ...leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs Private... ...for PWM clientsDevelop and prepare marketing presentations for prospective clientsAnalyze...Private clientApprenticeship
- Permanent Placements LLC is looking for a Trusts and Estates Associate to join its Private Client Services group in Chicago. This role is designed for an attorney with 2-4 years of experience who enjoys advising high-net-worth individuals on estate planning and tax strategies...Private clientPermanent employment
- A leading financial services firm is seeking a Tax Managing Director for its private client services in Chicago. This role involves leading tax and consulting engagements for high-net-worth clients, ensuring compliance while providing expert advisory services. The ideal...Private client
- Estate tax returns Position Overview We are seeking an experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth (HNW) individuals, families, trusts, estates, and private wealth clients. The ideal candidate will have strong technical...Private clientLocal area
- Jobot is seeking a HNW/Private Client Tax Manager in Prairie View, IL. The role is hybrid with 50-55 hour weeks during busy season, offering unlimited PTO and generous employer-paid benefits. You will lead complex private client tax work, including estates, gifts and trusts...Private client
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...Private client- Thompson Coburn LLP in Chicago seeks an attorney with 9+ years of estate planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family...Private clientPrivate practice
$300k - $400k
Thompson Coburn in Chicago is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and...Private clientPrivate practice$120k
...Illinois, United StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth... ...Private Bankers.Conduct sophisticated economic and financial market analyses.Analyze economic trends/activities and advise the...Private clientFull time- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...Private clientPrivate practiceWork at office
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your... ...CIBC.comWhat you'll be doingAs a Private Wealth Business Development... ...existing clients to generate referrals.Market Development: Lead and organize promotional events, educational seminars and...Private clientFull timeRemote work- ...provider of professional services to the middle market globally, our purpose is to instill... ...in a world of change, empowering our clients and people to realize their full potential... ..., their trusts, investment entities, and private businesses. Business investments would be...Private clientFull timeWork at officeLocal areaImmediate start
- Ocorian in Chicago seeks a tax compliance professional to support partnership and private client portfolios, including high-net-worth individuals and private equity structures. You will manage engagements, identify risks, and build strong client relationships. Responsibilities...Private clientLocal area
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$90k - $110k
...goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a... ...financial institutions and start‑ups, global public firms, and middle‑market companies, as well as high net worth individuals, family...Private clientTemporary workLocal area$141k - $190k
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards...Private clientFull timeWork at office
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