• CIMD, PWM, Client Engagement Team, Analyst, NY

    Location(s) US-NY-New York
    Job ID
    2019-57174
    Schedule Type
    Full Time
    Level
    Analyst
    Function(s)
    General, Investment Management, Private Wealth Management
    Region
    Americas
    Division
    Consumer and Investment Management Division
    Business Unit
    Global PWM Client Engagement
    Employment Type
    Employee
  • 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 broader Goldman Sachs network. We are seeking an Associate or Analyst to play a key role in the execution of our global client engagement strategy across the Americas.

     

    Consumer and Investment Management (CIMD)

    The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

     

    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 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 

    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-through
    • Strong verbal and written communication skills
    • Entrepreneurial
    • Creative thinker
    • 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.