CIMD, PWM – Training Specialist – Analyst – Dallas, TX

Location(s) US-TX-Dallas
Job ID
Schedule Type
Full Time
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


The following position description contains representative examples of work that will be performed in positions allocated to this classification.  It is not required that any position perform all of the duties listed, so long as primary responsibilities are consistent with the work as described. Roles and responsibilities can often be expanded to accommodate changing business conditions and goals, as well as to tap into the skills and talents of the individuals in the company.  Accordingly, associates may be asked to perform duties that are outside the specific functions that are listed.



The Training Specialist at United Capital Financial Advisors, a Goldman Sachs Company, is an integral part of the team serving as the educator of the FinLife CX platform to United Capital, Goldman Sachs, and FinLife Partner Advisors and Support Staff. Your goal as the Training Specialist will be to conduct informative and engaging training sessions to drive adoption of the FinLife CX Platform. This role also entails being a primary point of contact for clients, corporate departments, and outside vendors.


This position requires a proactive and enthusiastic desire to learn the foundation of the FinLife CX platform both in content and technical aspects with the ability to effectively describe complicated ideas to different audiences. The ideal candidate should possess a high aptitude to exhibit critical thinking skills, excellent communication skills, exceptional organizational skills, good judgement, and an ability to take initiative and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role.


  • Facilitate the FinLife CX content in a classroom environment to Advisors and Support Staff at monthly Boot Camps
  • Plan and implement an effective and engaging training curriculum for Boot Camp making improvements to overall strategy as needed
  • Assess training curriculums success and efficacy by working with various departments to measure user adoption
  • Maintain the accuracy and integrity of the Boot Camp content
  • Maintain a database of required Training Materials to support Boot Camp including presentations, workbooks, facilitators notes, etc.
  • Identify appropriate educational activities to be incorporated into all instructor led trainings
  • Collaborate with various departments and colleagues to identify training needs and prepare Boot Camp material
  • Manage the registration process for all attendees
  • Identify opportunities to improve upon the Boot Camp experience
  • Create new users for internal and external participants in the learning management system
  • Effectively communicate with all event registrants the details of the Boot Camp
  • Effectively communicate and schedule calendars accordingly with corporate personnel involved with Boot Camp
  • Market and advertise Boot Camps in all the appropriate communication channels
  • Organize, support, and attend Boot Camp nighttime events
  • Manage the expenses and reconcile the budget for Boot Camps
  • Host monthly platform calls to facilitate the ongoing support and education for the FinLife CX platform
  • Order all supplies for events and activities
  • Engage with and generate excitement amongst the Boot Camp participants
  • Organize and present Boot Camp survey feedback to all appropriate members of management
  • Work with administrative staff to organize Boot Camp meals




Skills and Knowledge

  • Enthusiastic, creative, and engaging classroom presence
  • Leadership quality and ability to instruct/guide co-workers and event participants
  • Professional online communication skills
  • Ability to maintain constructive work relationships with employees of all departments
  • Ability to adapt and evolve with an ever-changing technical platform
  • Exceptional attention to detail
  • Strong organizational skills
  • Calendaring skills with Outlook


Experience and Education

  • A bachelor’s degree and/or related work experience.
  • Must have 2-4 years of classroom facilitation
  • Comprehensive knowledge of the financial industry is a plus



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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