CIMD, PWM, Lead Ambassador, Dallas

Location(s) US-TX-Dallas
Job ID
Schedule Type
Full Time
General, Investment Management
Consumer and Investment Management Division
Business Unit
United Capital
Employment Type



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.



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


Under the general supervision of the AVP, Business Development, the Lead Ambassador serves as a liaison between prospects and financial advisors across the country, educating prospects on United Capital’s financial life management tools.



The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.

  • Communicate with prospective clients to gather relevant information via phone and email.
  • Facilitates communication between prospective clients, financial advisors, and operations staff.
  • Leverages United Capital’s customer relationship management (CRM) tool to log and record prospecting activity in Salesforce.
  • Consistently meets or exceeds individual productivity targets.
  • Recommends and develops ways to effectively and efficiently improve current processes.
  • Learns and demonstrates mastery of:
  • United Capital and the services we provide
  • What makes a prospective client a fit for our services
  • Our marketing procedures
  • Best practices for successfully calling on prospective clients
  • Performs other duties and assignments as needed


  • Ability to sit at desk for prolonged periods of time.
  • Ability to operate a wide range of office technology, such as computer, copier and fax machine.
  • Ability to read documents, reports, etc.
  • Ability to answer phones and communicate with callers.


Education and Experience:

  • High school diploma or equivalent required
  • Bachelor’s degree strongly preferred (majors to include: finance, business, economics, or a related field)
  • A minimum of one year of sales and relationship management experience
  • Previous experience in the financial services industry preferred
  • Previous experience with CRM platforms preferred
  • Previous experience in high-volume sales or appointment setting preferred

 Required Skills & Competencies:

  • Microsoft Office (Excel and Word) at an intermediate level; Google Apps is highly desired.
  • Prior experience with customer relationship management (CRM) software preferred, Salesforce a plus
  • Able to work in fast-paced, self-directed entrepreneurial environment
  • Professional and articulate oral and written communication, including phone & email etiquette
  • Strong ability to cooperate and work collaboratively towards solutions.
  • Deals constructively with setbacks and maintains a positive outlook in difficult situations; comfortable receiving feedback and coaching
  • Ability to follow a defined process to ensure that all activity and communication is documented and updated
  • Excellent time management and organizational skills, able to work independently as a member of the team
  • Ability to understand business goals and recommend new approaches, policies and procedures to effect continual improvements in business objectives, productivity and development of Growth Programs within the company.
  • Strong internal and external customer service focus.
  • The ability to manage multiple priorities simultaneously.
  • Excellent organizational and interpersonal skills.
  • Reliable and proven track record of personal integrity, honesty and ability to deal with confidential information Comfortable working at all levels of the organization.
  • Ability to demonstrate a high level of decision making, initiative, and independent judgment.



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

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