CWM - Goldman Sachs Ayco Personal Financial Management ...

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.AYCOGoldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.JOB SUMMARY & RESPONSIBILITIESYOUR IMPACTAre you a strategic do-er with the desire to join an in-house Marketing and Communications team? Our business delivers personalized financial planning to individuals across the U.S. through multiple service lines, reaching people at various levels of net worth. The Marketing and Communications team develops multi-channel marketing and communications that support client retention, client engagement and organic acquisition goals. We are seeking an individual that understands the workflow of creative projects, can help plan and coordinate activities, will ensure goals and objectives are both identified and documented, and that all work is executed in a timely and efficient manner. Projects range from print collateral, presentations and client newsletters to video content and digital campaigns. This individual has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, coordination across multiple stakeholders and client service are essential to maintaining and enhancing our business.OUR IMPACT Goldman Sachs Personal Financial Management Group (GS PFMG) specializes in personalized financial wellness and wealth management for individuals and families. We help clients gain clarity, confidence and control over their financial decisions. We consider the relationships with our clients a lifelong partnership, backed by 150+ year heritage of Goldman Sachs -- providing consistency, perspective and access as our clients’ needs evolve.HOW YOU WILL FULFILL YOUR POTENTIALDiscuss the scope of work, schedules and budgets with the team to prepare a framework for planning workflow.Traffic projects from initiation to project closure, monitoring the progress of production through different work functions and external suppliers, and adjust schedules accordingly.Manage vendor relationships including, contracts, communications and budgetingCreate a detailed project schedule identifying: Major activities and deliverables; Detailed activities sequence; Deliverable ownership.Create, maintain and drive project schedules and accountability with the creative team and key stakeholdersEnsure all project information is appropriately documented and memorializedProvide communication to update stakeholders on project progress, project risks and open issuesEnsure project deliverables are on time, within budget and at the required level of quality and internal reviews requiredSet up administrative systems to help track time, cost and progress for each project.Continuously develop and maintain procedures to ensure accuracy and quality across deliverablesAbility to create agendas and facilitate meetings as neededWHERE WILL YOU MAKE AN IMPACTThe role will be based in Cohoes, New York and interact with PFMG team and offices across the U.S.QUALIFICATIONSMinimum of 5 years’ project management, marketing experience a plusBachelor’s degree in Business, Marketing, Communications or related fieldThorough understanding of the creative development process a plusStrong working knowledge of Jira, Confluence and Microsoft products, including Project, Visio, Word, PowerPoint and Excel. Additional project management software and system knowledge a plusProficiency in Microsoft Office Suite; Working knowledge of CRM tools, Adobe Marketing Cloud and Adobe Creative CloudAbility to work directly with stakeholders, copywriters and designers to shift priorities and resources to meet deadlinesAbility to balance strategic focus with tactical implementation/executionAbility to effectively manage multiple projects at the same time, setting, meeting and exceeding targetsBudgeting skills Excellent organizational skillsAbility to develop excellent relationships at all levels within the organizationStrong analytical, problem-solving, project management skillsStrong visual, verbal and written communicationStrong sense of detail and urgency, with the ability to motivate others to deliverABOUT GOLDMAN SACHSAt Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people atGS.com/careers. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html© The Goldman Sachs Group, Inc., 2021. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Created: 2024-10-19