Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco

YOUR IMPACT

Goldman Sachs is hiring an Associate on the US events team to support its Private Wealth Management business. This role is on the highly collaborative and dynamic global events team and will be focused on US-based events strategy and execution within the Private Wealth Management Marketing and Client Engagement Team. The Associate will help influence and drive the events strategy and execution for Private Wealth Management clients and prospects. This team member will partner with key leaders across the business, advisors and advisor teams, marketing team members, agencies and vendors to deliver the very best 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. 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. 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 Planning & Execution: 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. This includes venue selection all the way to on-site logistics, ensuring seamless event experiences. Assist with creating and updating a central forward calendar of events in PWM, cross-divisional, and external.
• Content Development & Curation: 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.
• 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.
• Cross-Functional Collaboration: Work closely with 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.
• 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.
• Post-Event Analysis: 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.

EXPERIENCE & SKILLS WE’RE LOOKING FOR

• Bachelor’s Degree
• 3+ years professional experience
• Strong interpersonal skills and a desire to work in a team-oriented environment
• Knowledge of relevant and interesting arts and cultural events, a plus
• 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. 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. : https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

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.