CWM, PWM, Client Engagement Team, Associate - West Coast

Location(s) US-CA-San Francisco
Job ID
Schedule Type
Full Time
Vice President
Private Wealth Management
Consumer and Wealth Management
Business Unit
PWM Sales - San Francisco
Employment Type


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 an Associate to play a key role in the development and implementation of our global client engagement strategy across the West Coast.


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design



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.


Job Summary & Responsibilities


This candidate will be responsible for developing and executing a holistic client engagement model with support from divisional teams, s/he will:

  • Design, develop and implement the West Coast 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
  • Seek input and feedback from local advisors and teams to better understand client interests and uncover connections that we can leverage in order to create a bespoke client offering
  • Cultivate relationships and networking 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
  • Develop, implement and maintain an evaluation framework, including supporting analytics, to measure the commercial effectiveness of the PWM client engagement effort
  • Oversee event management on centrally coordinating all logistics, programming and data tracking related to broader engagement strategy
  • Lead various strategic, marketing-related initiatives as part of the broader team’s marketing mandate
  • Stay abreast of industry trends and best practices in client engagement

Success will be determined by:

  • Developing and executing a differentiated client engagement program in the West Coast marketplace that helps achieve our goal of GS PWM becoming the premier wealth manager of choice for ultra-high net worth individuals living and working in the region
  • 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:

  • Robust network in the SF / Bay Area region
  • Ability to think creatively and develop engagement concepts that are unique and attractive to the ultra-high net worth audience
  • Wealth management industry background or experience in a related field with exposure to ultra high net worth individuals and institutions
  • Project management experience
  • Marketing experience / background, a plus
  • Strong interpersonal skills, including a willingness to proactively develop relationships with key influencers both within the firm and externally
  • Self-starter who takes ownership and can lead / manage projects independently
  • Highly organized with attention to detail and excellent follow-through
  • Strong verbal and written communication skills
  • Good judgment and discretion
  • Teamwork orientation
  • Strong analytical skills; ability to work with data and to understand and communicate commercial implications
  • Bachelor’s degree required
  • Willingness to travel
  • 3 – 5 Years of experience in financial services, marketing or a related industry serving wealthy clients



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