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

New York City, NY (On-site)

$85K/yr – $160K/yrMid Level3+ years expFull time

Posted 4 days ago

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Job Summary

Own end-to-end event strategy and execution for ultra-high-net-worth client relationships, shaping content, CRM insights, and cross-functional program delivery within Private Wealth Management.

  • Lead planning and execution of in-person events for UHNW clients
  • Develop engaging event content and collaborate with speakers and marketing
  • Use CRM data to track registrations, attendee metrics, and report results to leadership

Job Description

Responsibilities

  • 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.

Requirements

  • 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

Benefits

  • Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
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Goldman Sachs

3.9 Glassdoor

We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence. Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges.For 156 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses. Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance.Find our Social Media Disclosures here: gs.com/social-media-disclosures

Founded in 1986
New York, New York, USA
67K employees (1,215 in marketing)
69% recommend to a friend
62% CEO approval

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Headcount Trend

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Marketing Team

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834 (1% of company)
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Marketing Roles Posted (Last 30 Days)
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Post IPO Debt, 2 months ago

Funding History

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    Post IPO Debt • $2.5B
  • Apr 2025
    Post IPO Debt • $6B
  • Jun 2012
    Post IPO Equity

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