Asset & Wealth Management, Private Wealth Management, Client Engagement Team, Events Lead, Vice President - New York

YOUR IMPACT

Goldman Sachs is hiring a Vice President of Events on the Client Engagement Team to support the Private Wealth Management business. This role will be highly collaborative and focused on executing the Americas events strategy, inclusive of leading several larger-scale and complex events across traditional programming and with select product teams. This team member will partner with business leaders, advisors, marketing team members, and agencies to deliver the very best content and experiences for our clients and prospects.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

The ideal candidate will anticipate client and leadership needs, have bold ideas, is exceptionally client-centric, ruthlessly detail-oriented, and is a collaborative team player. We are looking for someone with knowledge of the bespoke event programming landscape and what would make for unique, “money can’t buy” experiences for ultra-high net worth individuals. Strong understanding of white-glove, client service paired with knowledge of our target client base will be important for this role. This individual should be nimble and eager to offer creative ideas and solutions with an ability to work in fast-paced environments. We are looking for someone with strong communication and interpersonal skills as they will be liaising directly with advisors and clients across various touchpoints. This person will also be tasked with leading multiple event programs simultaneously, each with a variety of senior key stakeholders and team members, so will need to have exceptional project management skills.  An analytical skillset and data-driven mindset are key as we measure quantitative and qualitative data regarding the power of our events and focus on client and prospect engagement.  Must be willing to travel. 

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Event Strategy, Planning & Execution:  Plan, coordinate, and execute in-person events for ultra-high net worth individuals and targeted audience segments, aimed at fostering client relationships and acquiring new clients. Develop and implement event strategies designed to attract prospective clients, showcasing the value proposition of Goldman Sachs. Conduct research on relevant market trends to inform event programming and better understand competitive gaps. This includes venue selection all the way to on-site logistics, ensuring seamless event experiences. Assist with continual business leadership reporting via the maintenance of central forward calendar of events in PWM, cross-divisional, and external.
• Commercial Strategy: Identify and align programming to broader business objectives, ensuring event strategy and execution supports via aligned messaging development, channel and tactic identification, KPI tracking and facilitation of ongoing measurement tracking.  Track event success and analyze the effectiveness of different event formats in generating commercial outcomes. 
• Cross-Marketing Collaboration: Assist in the development and curation of engaging event content, including speaker selection, presentation materials, and interactive event activations, tailored to the interests and needs of high-net-worth individuals. The ideal candidate possesses the ability to think about the power of comprehensive marketing amplification as it supports event engagements, and collaborate with other cross-marketing leads to execute across deliverables.  
• Advisor Engagement and Enablement:  Work to ensure advisors are aware of new materials, content and upcoming events. This includes creating internal communications and guides, attending team meetings and sharing information through other internal channels.  
• Salesforce Proficiency: Utilize CRM tools to track/manage event registration, track attendee data, and generate reports to share key metrics to senior stakeholders. Demonstrate a strong understanding of CRM functionalities to optimize event-related workflows and data analysis.
• Project Management: Manage multiple event projects simultaneously, adhering to deadlines and budget constraints.
• Stakeholder Collaboration: Work closely with leadership, PWAs, content specialist teams, and compliance officers to ensure events align with overall PWM business objectives and regulatory requirements.
• Communication & Collaboration: Possess strong written and verbal communication skills to effectively communicate event details to PWAs, clients, leadership, external event planning partners, and internal stakeholders. Collaborate with marketing and other relevant teams to ensure events are executed flawlessly and in accordance with company policies.
• Leadership: Ability to lead end-to-end event planning, inclusive of managing project work of 2-3 junior team members, with minimal oversight.
• Governance: Ensure all event activities are compliant with relevant regulations and internal policies, including marketing guidelines and client communication protocols. Maintain thorough documentation of compliance approvals.

EXPERIENCE & SKILLS WE’RE LOOKING FOR

• Bachelor’s Degree 
• 6+ years professional experience 
• Strong interpersonal skills and a desire to work in a team-oriented environment 
• Strong knowledge of a range of financial services products and solutions relevant to ultra-high-net-worth client and prospect base to ensure effective partnership with business leadership’s approach to broader engagement strategies
• Ability to work in a fast-paced environment and think clearly under pressure  
• Highly organized with attention to detail and excellent follow-through
• Strong verbal and written communication skills
• Entrepreneurial 
• Creative thinker
• Willingness to travel

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Goldman Sachs Trust provides financial services. The Company offers asset management, investing, and financing management solutions as well as provides consulting services. Goldman Sachs Trust serves customers worldwide.