IMD, PWM, Client Engagement Team, Associate/Vice President

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Goldman Sachs USA
  • 22 Oct 18

IMD, PWM, Client Engagement Team, Associate/Vice President

MORE ABOUT THIS JOB In Private Wealth Management (PWM), we help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs. We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of Goldman Sachs.

The Client Engagement Team is responsible for building our brand, attracting new clients and developing deeper relationships with existing clients by creating value from our client network and the wider Goldman Sachs network. We are seeking a Vice President / Associate to play a key role in the execution of our global client engagement strategy across the Americas, EMEA and Asia.

RESPONSIBILITIES AND QUALIFICATIONS This candidate will be responsible for developing and executing a holistic client engagement model. With support from junior team members and other divisional teams, s/he will:

  • Help to deploy the brand strategy with clients and prospective clients of the PWM business
  • D esign, develop and implement 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
  • Design, develop and implement the PWM business charitable engagement strategy, including close coordination with the Firm's office of corporate engagement
  • Develop, implement and maintain an evaluation framework, including supporting analytics, to measure the commercial effectiveness of the broader PWM client engagement effort
  • Oversee junior team members and event management on centrally coordinating all logistics, programming and data tracking related to broader engagement strategy
  • Cultivate relationships with clients, prospective clients, internal and external thought leaders, who can be key contributors within the PWM network and the broader PWM client engagement strategy
  • Stay abreast of industry trends and best practices in client engagement

Success will be determined by:
  • Developing and executing a distinctive program in the marketplace that helps achieve our goals
  • Measured, improved and sustainable client satisfaction with events, communication and tapping into the GS network
  • Positive team climate that encourages personal growth, team engagement, client focused attitude

Required qualifications:
  • Wealth management industry background or experience in a related field with exposure to ultra high net worth individuals and institutions
  • Project and / or corporate event management experience
  • Strong interpersonal skills
  • Self-starter who takes ownership and can lead / manage projects independently
  • Highly organized with attention to detail and excellent follow-through
  • Strong analytical skills; ability to work with detailed financial or other data and to understand and communicate commercial implications
  • Strong verbal and written communication skills
  • Good judgment and discretion
  • Teamwork orientation
  • Bachelor's degree required
  • 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.