Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, Regional Marketing Events, Vice President - San Francisco

About the Role

Key Responsibilities

• Collaborate with local leadership, advisors, marketing team members, and agencies to monitor industry trends and develop tailored marketing strategies for the San Francisco/Bay Area region, including identifying client needs, messaging, channels, tactics, KPIs, and measurement plans.
• Create content, materials, and pitchbooks for clients and prospects, overseeing writing, editing, design, and distribution through various channels such as email, web, and social media.
• Plan, coordinate, and execute in-person events for ultra-high net worth individuals and families to foster client relationships and attract new clients, including developing event strategies, selecting speakers, preparing presentation materials, and managing logistics.
• Research market trends to inform event programming and track event success, analyzing effectiveness in generating leads.
• Assist in maintaining a central event calendar across PWM, cross-divisional, and external events.
• Ensure advisors are informed about new materials, content, and upcoming events through internal communications and guides.
• Utilize CRM tools (Salesforce) to track event registration, attendee data, and generate reports for senior stakeholders.
• Manage multiple event projects simultaneously, adhering to deadlines and budgets.
• Work closely with PWAs, content teams, and compliance officers to ensure events align with business objectives and regulatory requirements.
• Communicate event details effectively to internal and external stakeholders, ensuring flawless execution and compliance.

Requirements

• Bachelor's Degree
• 6+ years of professional experience
• Strong interpersonal skills and team-oriented mindset
• Knowledge of the Bay Area arts and cultural scene is a plus
• Ability to work in a fast-paced environment and think clearly under pressure
• Highly organized with attention to detail and follow-through
• Excellent verbal and written communication skills
• Entrepreneurial and creative thinking abilities
• Willingness to travel

Nice to Have

• Knowledge of Bay Area arts and cultural events

Qualifications

• Formal educational background includes a Bachelor's Degree

Benefits & Perks

• Valuable and competitive benefits and wellness offerings
• Discretionary bonus eligibility
• Opportunities for professional and personal growth
• Training and development programs
• Firmwide networks and mindfulness programs