
Asset & Wealth Management, Private Wealth Management, Investments Marketing, Ass
NEW YORK, NYJobSeen 5 days agoSeen in employer's feed 5 days ago
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Job overview
The Associate supports the development and execution of marketing strategies for investment solutions and wealth management products. The role partners with advisor, business, product, and marketing teams to create client materials, manage multi-channel projects, and use data to optimize marketing tactics and client engagement. The position also contributes to process improvement and manages invoicing, budget tracking, and statement-of-work approvals.
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Full job description
YOUR IMPACTAs an Associate, you will be responsible for supporting the development and execution of marketing strategies for a range of investment solutions and wealth management products. This includes drafting marketing materials, collaborating with internal and external partners, and managing projects from initiation to completion. A key focus will be on partnering with advisor teams to drive product awareness and adoption, as well as utilizing a data-driven approach to optimize marketing tactics and improve client engagement.Ideal candidates will possess financial acumen, strong writing and communication skills, be detail-oriented, and have experience with multi-channel marketing strategies. They should be proficient in copywriting and editing, project management, and budget tracking. This candidate should also be a creative thinker and be eager to contribute to the continuous improvement of the marketing team's processes. OUR IMPACT Wealth ManagementAcross 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.Client Engagement Team and Marketing Team 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 a professional to play a key role in our marketing strategy.HOW YOU WILL FULFILL YOUR POTENTIAL * Lead in development and creation of comprehensive marketing strategy across a range of investment solutions, including alternatives and wealth management products. * Partner closely with business and product teams to develop strategies and content and increase advisor engagement and adoption. * Draft and edit copy for pitch books, article content, amplification plans, and additional client materials. * Work collaboratively across internal marketing team members and external partners, agencies, and vendors to support both new and current multi-channel marketing strategies. * Work with project stakeholders across marketing, business, advisor teams, compliance, creative, web, and analytics from project initiation through execution, including initial planning, creative briefing, copywriting/design, implementation, monitoring optimization, analysis, and reporting. * Compose language for and lightly design internal educational materials. * Brainstorm creative ideas to ensure we are maximizing client engagement ideas and tactics. * Use a data-driven and iterative approach to further enhance and optimize 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. * Manage invoicing, budget tracking, and statement of work approval process.EXPERIENCE & SKILLS WE'RE LOOKING FOR * Bachelor's Degree Required * 4 or more years professional experience, preferably in integrated or product marketing * Experience working in financial services (wealth management, investments, etc.) * Strong copywriting and editorial skills * Familiarity with design skills across Microsoft suite * Executing a distinctive program in the marketplace that helps achieve our goals * Positive team outlook that encourages personal growth, team engagement, client focused attitude * 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 atten
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