Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Vice President - New York

Goldman Sachs•New York, NY

13h•Onsite

About The Position

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. 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.

Requirements

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

Nice To Haves

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.
Nimble and eager to offer creative ideas and solutions.
Analytical skillset and data-driven mindset.
Salesforce Proficiency

Responsibilities

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.
Manage venue selection and 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.
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.
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.
Collaborate with other cross-marketing leads to execute across deliverables.
Work to ensure advisors are aware of new materials, content and upcoming events.
Create internal communications and guides, attend team meetings and share information through other internal channels.
Utilize CRM tools to track/manage event registration, track attendee data, and generate reports to share key metrics to senior stakeholders.
Optimize event-related workflows and data analysis using CRM functionalities.
Manage multiple event projects simultaneously, adhering to deadlines and budget constraints.
Work closely with leadership, PWAs, content specialist teams, and compliance officers to ensure events align with overall PWM business objectives and regulatory requirements.
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.
Lead end-to-end event planning, inclusive of managing project work of 2-3 junior team members, with minimal oversight.
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.