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Financial Services, Investment Banking, Asset Management

Asset & Wealth Management, Private Wealth Management, Regional Advisor Development & Enablement, Vice President - Dallas

Dallas, TXOnsiteFull TimeVice President$125,000–$250,000 /yrPosted 2 months agoVisa sponsorship available

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Required skills

  • Advisor Development
  • Talent Strategy
  • Learning & Development
  • Human Capital Management
  • Project Coordination
  • Relationship Management
  • Stakeholder Management
  • Influence

Nice to have

  • Data Analysis
  • Dashboards
  • Microsoft Excel
  • Microsoft PowerPoint
  • Advisor Engagement
  • Business Management

Role summary

The Regional Advisor Enablement Associate / Vice President role supports the delivery and execution of regional advisor development initiatives within Private Wealth Management. This position acts as a liaison between advisors, regional leadership, and Talent Strategy, ensuring advisor engagement in development opportunities and access to resources. Responsibilities include coordinating regional training, tracking advisor metrics, gathering feedback, and enhancing the advisor experience. The ideal candidate is highly organized, relationship-oriented, and skilled in project coordination, data tracking, and cross-functional collaboration.

YOUR IMPACT

The Regional Advisor Enablement Associate / Vice President will support the delivery and execution of regional advisor development initiatives across Private Wealth Management. This role serves as a key connector between advisors, regional leadership, and Talent Strategy, helping ensure advisors are engaged in development opportunities, connected to relevant resources, and successfully integrated into the firm. The individual will coordinate regional training and programming, track participation and key advisor metrics, gather feedback from the field, and help identify opportunities to strengthen the advisor experience. The role is best suited for a highly organized, relationship-oriented professional who enjoys partnering with stakeholders, solving problems, and supporting advisor success at scale.

OUR 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 POTENTIAL

  • Coordinate 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 QUALIFICATIONS

  • 5+ 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 mindset
  • Proficiency in Microsoft Office applications, including Excel and PowerPoint

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 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 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

© The Goldman Sachs Group, Inc. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range 
The expected base salary for this New York, NY, United States-based position is $125000-$250000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits 
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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