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Asset & Wealth Management, Private Bank, Marketing and Client Engagement Team, Associate - Dallas, TX

4.00 to 7.00 Years   Dallas (Texas)   11 May, 2025
Job LocationDallas (Texas)
EducationAny Graduate
SalaryAs per Industry Standards
IndustryBanking, Financial Services/Stockbroking
Functional AreaBanks/Insurance/Financial Services
EmploymentTypeFull-time

Job Description

YOUR IMPACTAs an Associate, you will be responsible for supporting the development and execution of marketing strategies for Private Bank deposit and cash management solutions. 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 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 teams processes.OUR IMPACTWealth 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.The Private Bank is a business unit that provides tailored banking and lending products, such as deposits, bank loans, mortgages and margin financing, to high net worth clients of the firms 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.Goldman Sachs Private BankGoldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our clients wealth management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards. All team members are employees of Goldman Sachs Bank, USA.Client Engagement Team and MarketingThe 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 the execution of our global client engagement strategy.HOW YOU WILL FULFILL YOUR POTENTIAL

  • Lead in development and creation of comprehensive marketing strategy across Private Bank deposit and cash management solutions
  • Partner closely with advisor and regional teams to drive advisor awareness, engagement and adoption
  • Draft and edit copy for pitch books, product overviews, article content 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 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 teams processes for improved collaboration and execution
  • Manage invoicing, budget tracking and statement of work approval process
  • Assist with projects related to strategic planning and technology / infrastructure builds
EXPERIENCE & SKILLS WERE LOOKING FOR
  • Bachelors Degree Required
  • 4 years professional experience, preferably in integrated or product marketing
  • Strong copywriting and editorial skills
  • Familiarity with design skills across Microsoft suite
  • Executing a distinctive program in the marketplace that helps achieve our goals
  • Measured, improved and sustainable internal and external satisfaction of Private Bank & Lending marketing programs
  • Positive team climate 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 attention to detail and excellent follow-through
  • Strong verbal and written communication skills
  • Entrepreneurial
  • Creative thinker
Locations - Opportunity OverviewCORPORATE TITLEAssociateOFFICE LOCATION(S)DallasJOB FUNCTIONExternal Product SpecialistsDIVISIONAsset & Wealth ManagementApply

Keyskills :
copywriting and editing project management multi channel marketing data driven strategy communication skillsinvestments banking advisor mortgage wealth management lending loans investment management

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