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CIMD – Personal Financial Management – Solutions Product Support – Vice President – Dallas, TX

Goldman Sachs

This is a Full-time position in Dallas, TX posted March 1, 2021.

MORE ABOUT THIS JOBGoldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client’s values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients’ needs evolve.Learn more at https://www.goldmanpfm.comRESPONSIBILITIES AND QUALIFICATIONSYOUR IMPACT We are seeking a Vice President as part of the Goldman Sachs Personal Financial Management PFM Solutions (PFMS) team, who will be responsible for supporting Goldman Sachs Personal Financial Management (PFM) advisors and clients by providing technical support and information across various financial planning services including tax planning, trust services, estate planning and charitable servicesOUR IMPACT PFM is Goldman Sachs’ advisor channel focused on High Net Worth (HNW) clients. Our mission is to assist each one of our unique clients to meet their financial objectives to help them live the life they want. The PFM HNW clients generally have a net worth within $1-10M. Critical to the success of PFM is our ability to leverage a team of talented professionals to define solutions and provide timely information on financial planning to our advisors and clients.This role resides in the PFMS Group within PFM. The team is responsible for facilitating platform adoption through product development, technical support, and delivery of financial planning context and insights to the PFM advisors and their clients.HOW YOU WILL FULFILL YOUR POTENTIAL* Work closely with internal subject matter experts, including Ayco’s Tax Planning & Research group, to facilitate sharing of technical expertise across various disciplines including tax planning, trust services, estate planning, and charitable services. This will include communication of planning strategies and techniques, channeling of client and advisor questions, spearheading content development and training modules* Coordinate with relevant team members at PFM, and across the Goldman Sachs Consumer and Wealth Management Division, to develop and deliver highly impactful planning insights and product positioning ideas relevant to the PFM clientele.* Help drive adoption of the PFM Solutions platform* Fulfill general inquiries from advisors on these topics* Exhibit teamwork, intellectual curiosity and acumen for being resourceful with internal and external resourcesSKILLS & EXPERIENCE WE’RE LOOKING FOR* Minimum Bachelor’s degree (U.S. or equivalent), CFP preferred* Excellent communication skills, especially the ability to explain complex technical concepts in simple terms* Familiarity with financial planning topics around taxes, trusts, estate planning and philanthropy. Understanding of financial planning software such as MoneyGuide Pro and E-Money is a plus* Strong inter-personal skills, resourcefulness and ability to work effectively with others* Strong work ethic and commercial perspective* Strong technical skills including high level of proficiency in Microsoft Excel and PowerPoint requiredABOUT GOLDMAN SACHSCONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.ABOUT 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 at We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:© 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