MORE ABOUT THIS JOB 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.
RESPONSIBILITIES AND QUALIFICATIONS RESPONSIBILITIES AND QUALIFICATIONS This candidate will be responsible for assisting with the execution of our holistic client engagement model.
Execute the event component of the PWM client engagement strategy, working, where appropriate, on a cross-divisional basis with other businesses of Goldman Sachs, as well as firmwide event management resources
Assist with central coordination of all logistics, programming and data tracking for CET efforts
Help maintain an evaluation framework, including supporting analytics, to measure the commercial effectiveness of the broader PWM client engagement effort
Assist with creating and updating a central forward calendar of events in PWM, cross-divisional, and external
Analyze target population of clients and prospective clients, and reach out to PWM teams where applicable to solicit interest in client engagement offerings
Develop and prepare internal presentations, meeting agendas and speaking points for CET team members
Assist with projects related to strategic planning and technology / infrastructure builds
Success will be determined by:
Executing a distinctive program in the marketplace that helps achieve our goals
Measured, improved and sustainable internal and external satisfaction with events and communication
Positive team climate that encourages personal growth, team engagement, client focused attitude
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
Bachelor's degree require
Willingness to travel
ABOUT GOLDMAN SACHS The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.