Asset & Wealth Management – Private Wealth Management – Marketing and Client Engagement Team – Associate

Asset & Wealth Management – Private Wealth Management – Marketing and Client Engagement Team – Associate

Requirements

• Bachelor’s Degree
• 3+ years professional experience
• Strong interpersonal skills and a desire to work in a team-oriented environment
• 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

Responsibilities

• Plan, coordinate, and execute in-person events for ultra-high net worth individuals and families 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 Private Wealth Management.
• Track event success and analyze the effectiveness of different event formats in generating leads.
• Assist with creating and updating a central forward calendar of events in PWM, cross-divisional, and external.
• 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.
• Conduct research on relevant market trends to inform event programming.
• 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.
• Manage multiple event projects simultaneously, adhering to deadlines and budget constraints.
• Work closely with PWAs, content specialist teams, and compliance officers to ensure events align with overall PWM business objectives and regulatory requirements.
• 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.
• 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.
• Conduct post-event evaluations to gather feedback, analyze key metrics (e.g., attendance, satisfaction, commercial wins), and identify areas for improvement.
• Prepare comprehensive reports summarizing event results and recommendations for future events, including post event write-ups.

Preferred Qualifications

• Knowledge of relevant and interesting arts and cultural events, a plus