Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago

Overview

YOUR IMPACT

Goldman Sachs is hiring a Vice President on the Private Wealth Marketing team to support the Private Bank & Deposits business. This role will be responsible for developing and executing plans to educate and inform advisors about the Private Bank & Deposits business, products and initiatives to drive awareness and adoption.

Ideal candidates will possess strong writing and communication skills, be detail-oriented and be a collaborative team player. This candidate should also be a creative thinker and be eager to contribute to the continuous improvement of the marketing team's processes. Analytical skillset and data-driven mindset are key as we measure quantitative and qualitative data regarding the impact of our engagement efforts with advisors.

The ideal candidate must have a strong understanding of lending and cash management products, and experience working with financial advisors or sales teams. They should have experience with internal education and training.

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.

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 Private Bank

The Private Bank provides tailored banking and lending products, such as deposits, bank loans, mortgages and margin financing, to high-net-worth clients across the firm's global Wealth Management businesses. Our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Partner with the Private Bank & Lending team to align on strategic goals and priorities for the year. Develop and implement strategic plans to drive awareness, engagement and adoption of these initiatives by internal advisor teams.
• Partner closely with advisors and local team members to lead communication and education around priority initiatives, including new launches and promotions. This may entail leading and / or organizing team trainings, office meetings and roadshows.
• Standardize the advisor engagement approach across regions and offices for the Private Bank
• Develop messaging, content and other materials to arm advisor teams to be able to bring relevant offerings to clients and prospective clients
• Customize advisor engagement, education and training based on relevant regions, audiences and KPIs
• Develop feedback loop for advisors to share input on Private Bank products and materials
• Help track and communicate client wins on both the local and national level
• Become an expert on our Private Bank products, working closely with the business and product teams as a liaison to provide feedback and engage with advisors
• Brainstorm creative ideas to ensure we are maximizing advisor engagement ideas and tactics
• Use data-driven and iterative approach to further enhance and optimize advisor engagement and marketing tactics
• Create regular reports based on test results and other ongoing initiatives to share with leadership
• Contribute to the development and improvement of the Marketing team's processes for improved collaboration and execution

EXPERIENCE & SKILLS WE'RE LOOKING FOR

Additional Information

Salary Range

The expected base salary for this Chicago, Illinois, United States-based position is $85,000-$240,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

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.

#J-18808-Ljbffr