Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago
3 weeks ago
Vice President, Private Wealth MarketingGoldman 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 is 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.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.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 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 BankDevelop messaging, content and other materials to arm advisor teams to be able to bring relevant offerings to clients and prospective clientsCustomize advisor engagement, education and training based on relevant regions, audiences and KPIsDevelop feedback loop for advisors to share input on Private Bank products and materialsHelp track and communicate client wins on both the local and national levelBecome an expert on our Private Bank products, working closely with the business and product teams as a liaison to provide feedback and engage with advisorsBrainstorm creative ideas to ensure we are maximizing advisor engagement ideas and tacticsUse data-driven and iterative approach to further enhance and optimize advisor engagement and marketing tacticsCreate regular reports based on test results and other ongoing initiatives to share with leadershipContribute to the development and improvement of the Marketing team's processes for improved collaboration and executionExperience & Skills We're Looking For:Bachelor's Degree Required7+ years professional experience, preferably with sales enablement experienceStrong relationship building skillsFamiliarity with design skills across Microsoft suiteExecuting a distinctive program in the marketplace that helps achieve our goalsMeasured, improved and sustainable internal and external satisfaction of Private Bank & Lending marketing programsPositive team climate that encourages personal growth, team engagement, client focused attitudeStrong interpersonal skills and a desire to work in a team-oriented environmentAbility to work in a fast-paced environment and think clearly under pressureHighly organized with attention to detail and excellent follow-throughStrong verbal and written communication skillsEntrepreneurialCreative thinkerAdditional Information:Role requires light travel to regional offices throughout the yearStart date would be in 2026Salary Range: The expected base salary for this Chicago, Illinois, United States-based position is $85000-$240000. 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.
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Chicago, United States Goldman Sachs Bank AG Full timeOverviewAsset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago location_on Chicago, Illinois, United StatesOpportunity Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) Chicago assignment JOB FUNCTION Marketing account_balance DIVISION Asset & Wealth Management monetization_on SALARY RANGE USD...
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Chicago, IL, United States Goldman Sachs Bank AG Full timeAsset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago location_on Chicago, Illinois, United States Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. YOUR IMPACT Goldman Sachs is hiring a Vice President on the Private Wealth Marketing team to support the Private...
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Chicago, IL, United States Goldman Sachs Full timeJob DescriptionYOUR 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...
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Chicago, IL, United States Goldman Sachs Full timeJob DescriptionYOUR 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...
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Chicago, United States Goldman Sachs Bank AG Full timeA global investment banking firm is seeking a Vice President for their Private Wealth Marketing team in Chicago. This role involves educating advisors on lending and cash management products while driving engagement and adoption. Ideal candidates should have over 7 years of experience, strong writing skills, and a detail-oriented approach. The position...
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Chicago, United States The Goldman Sachs Group, Inc. Full timeAsset & Wealth Management Operations-Chicago -Vice President-Client Services Operations YOUR IMPACT The position of Client Service Associate in Shareholder Services is ideal for someone who seeks to deepen his or her client service management focus Client Service, Operations, Vice President, Management, Wealth, President, Banking
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Chicago, United States Goldman Sachs Bank AG Full timeA leading global financial institution is seeking a Vice President for its Private Wealth Marketing team in Chicago. This role emphasizes educating advisors on banking products and requires strong writing and communication skills, a solid understanding of financial products, and experience in training. Creativity and analytical thinking are essential for...
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VP Advisor Engagement – Private Bank PWM
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Chicago, United States Goldman Sachs Bank AG Full timeA leading global financial institution is hiring a Vice President for its Private Wealth Marketing team in Chicago, Illinois. The role focuses on educating advisors about banking products. Candidates must possess strong writing and communication skills, a solid understanding of financial products, and have experience in training. This position requires...
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J.P. Morgan Wealth Management
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