Overview
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
The Role
We’re seeking a detail-oriented and proactive CRM Executive to join the Marketing team in our London office. In this role, you will play a key part in developing and implementing CRM strategies aimed at enhancing customer engagement and satisfaction. Collaborating closely with other teams, you will help enhance our customer experiences across all channels. The ideal candidate brings strong project and stakeholder management skills and is committed to driving customer retention and loyalty through innovative, data-driven marketing campaigns.
Responsibilities
* Develop and implement CRM strategies to enhance customer engagement and satisfaction for Marcus by Goldman Sachs UK
* Manage and analyse customer data to identify trends, preferences, and opportunities for personalised communication and offers
* Collaborate with cross-functional teams to ensure seamless customer experiences across all touchpoints, including digital and in-person interactions
* Design and execute targeted marketing campaigns to increase customer retention and loyalty, leveraging insights from customer data analysis
* Monitor and report on the effectiveness of CRM initiatives, using key performance indicators (KPIs) to measure success and identify areas for improvement
* Build and maintain relationships with key customer segments, focusing on high-value and high-potential customers to drive long‑term value
* Ensure compliance with data protection regulations and company policies when handling customer information
* Support the development of CRM tools and technologies to improve customer data management and communication efficiency
* Stay informed about industry’s best practices and emerging trends in CRM to continuously innovate and improve customer engagement strategies
Experience And Skills
* Candidates should have 2 years of relevant experience in customer relationship management (CRM), preferably within financial services, fintech, or technology sectors
* Enthusiasm for customer relationship management (CRM) and a commitment to enhancing customer engagement and loyalty
* Willingness to explore and adapt to new CRM technologies and systems
* Excellent copywriting, attention to detail, and the ability to balance multiple campaigns
* Strong analytical skills to interpret customer data and drive strategic insights
* Proven experience in marketing, with a focus on digital and customer-centered strategies
* Excellent communication skills to collaborate with cross-functional teams and stakeholders
* Ability to manage and execute CRM campaigns from conception to completion
* Experience in using CRM software and tools to optimise customer interactions
* Strategic mindset to align CRM initiatives with business goals and objectives
About Goldman Sachs
At 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 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 at GS.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
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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