More jobs:
Asset & Wealth Management, Private Wealth Management, Regional Advisor Development & Enablement, Vice President - Dallas
Job in
Dallas, Dallas County, Texas, 75202, USA
Listed on 2026-10-02
Listing for:
Goldman Sachs
Full Time
position Listed on 2026-10-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The role is best suited for a highly organized, relationship-oriented professional who enjoys partnering with stakeholders, solving problems, and supporting advisor success IMPACT Wealth Management Across 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.
Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
HOW YOU WILL FULFILL YOUR POTENTIALCoordinate regional advisor training programs and development initiatives, including logistics, communications, attendance tracking, and stakeholder engagement
Support delivery of advisor programming, facilitating peer networking, best practice sharing, and ongoing development opportunities
Lead the regional onboarding and integration experience for new advisors, helping accelerate connectivity, engagement, and productivity
Track New Advisor participation, engagement, and development metrics, providing regular updates and identifying trends
Serve as a key point of contact for advisors, helping connect them to training, development, business management, and firm resources
Partner with Regional Heads, Business Unit Managers, and Talent Strategy to drive awareness and participation in development programming
Gather advisor feedback and field insights to identify opportunities for enhancement and elevate regional needs to leadership
Support execution of national development initiatives at the regional level, ensuring alignment with broader Talent Strategy priorities
Maintain regional program records, participation data, and resource materials to support consistent execution and reporting
Foster strong relationships across the advisor population and act as an advocate for advisor development and engagement SKILLS AND QUALIFICATIONS5+ years of experience in Wealth Management, Business Management, Talent Strategy, Learning & Development, Human Capital Management, or a related field
Strong interest in advisor development, talent initiatives, and employee engagement
Excellent relationship management skills and ability to build credibility with advisors and business leaders
Highly organized and detail-oriented, with the ability to manage multiple priorities simultaneously
Strong project coordination and execution skills with a focus on follow-through and operational excellence
Comfortable working with data and dashboards to track participation, engagement, and performance trends
Strong written and verbal communication skills
Demonstrated ability to collaborate across functions and influence without direct authority
Proactive, resourceful, and solution-oriented…
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