Goldman Sachs & Company CWM, PWM, Training & Development, VP - New York in New York, New York
Are you a self-starter with a strong work ethic, a passion for training and development, and a desire to work within a growing business? The Americas PWM Management Team is seeking a PWM Training and Development Vice President, a professional who will manage the training and development of our PWM professionals, specifically the New Private Wealth Advisor (NPWA) and Business Development Professional (BDP) populations. This role will include oversight of the PWM Training Map (numerous training programs) and maintenance of the PWM Knowledge Bank, a central repository of application and training materials. This individual will thrive in a fast-paced environment in which strong project management skills, excellent communication skills, and attention to detail are essential.
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.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
The PWM Training and Development VP will be responsible for coordination of design and execution of the training and development programs for our full-time and summer NPWA and our BDP populations. The VP will serve as project manager and be responsible for execution of the full PWM Training Map for our NPWAs, and BDPs, in close collaboration with the Americas and Regional Management teams. The VP will serve as an advocate for these populations and will manage, track and report on headcount, pipeline and success metrics across the US PWM Offices. They will also work closely with the Americas and Regional Management teams on a variety of business and strategic projects, including reporting, data analysis, recruiting and maintenance of the PWM Knowledge Bank. This professional will also maintain the NPWA and BDP portals, which contain training and development materials, and will also serve as coordination point to communicate important messaging to this population. They will liaise with Human Capital Management, Recruiting, Services, Operations, Compliance, People Working Group, Digital Advocacy Team, and others as necessary.
HOW YOU WILL FULFILL YOUR POTENTIAL
Coordinate NPWA and BDP training and development programs for both full-time and summer employees
Manage execution of the PWM Training Map for NPWAs and BDPs, including content, budgeting, logistics, oversight and communication
Maintain NPWA and BDP portals, and communicate important messaging to these populations
Perform data analysis and update metrics to assist PWM Americas Management in tracking the progress of NPWAs and BDPs
Participate in recruiting process and strategy, in coordination with HCM and PWM Regional offices
Maintain relevant sections of the PWM Knowledge Bank, ensuring that all content is kept current
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Bachelor's Degree required
Prior experience in PWM preferred (Financial Analyst, Wealth Management Professional)
Self-starter who takes ownership and can lead/manage projects independently
Confidence and poise to work closely with management and business partners
Highly organized and process-oriented with strong attention to detail and excellent follow-through
Self-motivated and able to work in an autonomous, yet collaborative environment
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Results-oriented; ability to thrive in a fast paced environment, handling multiple time-sensitive products while focusing on the quality of work delivered
Commitment to excellence and a high level of integrity
Good judgment and discretion, particularly when placed in demanding situations
Strong excel and data analysis skills
Proficiency in Microsoft Suite, experience with Confluence desired
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