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

About the role

The Vice President of Events on the Client Engagement Team will support the Private Wealth Management business. This role will be highly collaborative and focused on executing the Americas events strategy, inclusive of leading several larger-scale and complex events across traditional programming and with select product teams.

Responsibilities

• Plan, coordinate, and execute in-person events for ultra-high net worth individuals and targeted audience segments, 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.
• Conduct research on relevant market trends to inform event programming and better understand competitive gaps.
• Assist with continual business leadership reporting via the maintenance of central forward calendar of events in PWM, cross-divisional, and external.
• Identify and align programming to broader business objectives, ensuring event strategy and execution supports via aligned messaging development, channel and tactic identification, KPI tracking and facilitation of ongoing measurement tracking.
• Track event success and analyze the effectiveness of different event formats in generating commercial outcomes.
• Aid 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.
• Work to ensure advisors are aware of new materials, content and upcoming events. This includes creating internal communications and guides, attending team meetings and sharing information through other internal channels.
• Utilize CRM tools to track/manage event registration, track attendee data, and generate reports to share key metrics to senior stakeholders.
• Manage multiple event projects simultaneously, adhering to deadlines and budget constraints.
• Work closely with leadership, PWAs, content specialist teams, and compliance officers to ensure events align with overall PWM business objectives and regulatory requirements.
• Possess strong verbal and written 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.
• Lead end-to-end event planning, inclusive of managing project work of 2-3 junior team members, with minimal oversight.
• 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.

Requirements

Must be willing to travel.

Skills

• Strong interpersonal skills and a desire to work in a team-oriented environment.
• Knowledge of a range of financial services products and solutions relevant to ultra-high-net-worth client and prospect base to ensure effective partnership with business leadership's approach to broader engagement strategies.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Highly organized with attention to detail and excellent follow-through.
• Entrepreneurial Creative thinker.
• Willingness to travel.