Job Description

About Goldman Sachs

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

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.

Job Responsibilities

Private Wealth Management’s Client Engagement Event Operations

• Support the project management and planning operations of all Private Wealth Management Client Engagement events, inclusive of leading event timeline creation and milestone tracking, development and deployment of internal communications, development of event invitations, facilitation of compliance approvals, and attendance status management across the Salesforce and CVENT platforms
• Support cross-functional internal team with the facilitation, build, review and maintenance of guest-facing registration sites on CVENT
• Support deployment of post-event client and advisor feedback surveys, in alignment with data collection and ROI tracking
• Support management of overall event wins and client feedback tracker across quantitative and qualitative data points
• Lead the creation and ongoing maintenance of event ROI dashboards, on a weekly and monthly basis

Private Wealth Management’s Client Engagement Event Planning  

• Support the project management and planning of all event speaker engagement opportunities, inclusive of SEEHub speaker input and approval management, facilitation of internal review of speaker releases, coordinating speaker prep calls and logistics, creating speaker briefer templates and additional event-related materials such as speaker notecards and confidence monitor decks
• Support the outreach and compilation of all event attendee briefers, inclusive of template management by event type, team outreach, and data analyzation

Other Responsibilities

• Support the team on ad hoc requests and projects to advance the objectives and mission of the PWM Marketing and Client Engagement Team

Basic Qualifications

• 2-5 years of experience; marketing preferable
• Excellent communication and interpersonal skills, both written and oral 
• Highly collaborative, team-oriented, and strong consensus builder with confidence in interaction with senior stakeholders
• Demonstrated ability to work well under pressure and across complex organizations; able to manage and execute effectively on multiple, time-sensitive projects with a keen sense of urgency
• Highly organized and detail-oriented problem-solver who is able to employ leadership, critical thinking and time management skills
• Familiarity with business tools such as Excel and PowerPoint
• Experience in Financial Services industry and/or Marketing function preferred but not required
• Familiarity with CVENT event platform preferred but not required
• Familiarity with Salesforce CRM platform preferred but not required
• Bachelor’s Degree (BA/BS) required

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

© The Goldman Sachs Group, Inc., 2024. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer

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