Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, Regional Marketing Events, Vice President - San Francisco

YOUR IMPACT

Goldman Sachs is hiring a Vice President on the Regional Marketing and Events team to support the Private Wealth Management business. This role is on the highly collaborative and will be focused on executing the regional marketing and events strategy in San Francisco. 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.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (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.

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 SF / Bay Area landscape and what would make for unique, “money can’t buy” experiences for ultra-high net worth individuals. Strong understanding of the region (e.g. restaurants, venues, culture institutions and happenings) paired with knowledge of our target client base (tech founders / entrepreneurs) 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. 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. 

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Strategy Development:  Collaborate with local leadership, advisors, marketing team members and agencies to monitor competitor information and key industry trends and develop marketing strategies tailored to local regions, including San Francisco/the Bay Area. This includes identifying and understanding local client needs and challenges, messaging development, channel and tactic identification and determining KPIs and building a measurement plan. 
• Marketing and Content Planning & Execution: Create content, materials and pitchbooks for clients and prospects. This includes overseeing the writing, editing and design process, and versions and distributing through appropriate channels including email, web and social media among others.
• 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. 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. 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 up