IMD, PWM, Client Engagement Team, Analyst



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

Required qualifications:
  • 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-throug
  • Strong verbal and written communication skill
  • Entrepreneurial
  • Creative thinke
  • 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.

© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.


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