CWM - Personal Financial Management - Client Experience Advocate, Vice President - Miami, FL

Location(s) US-FL-Miami
Job ID
Schedule Type
Full Time
Vice President
Consumer and Wealth Management
Business Unit
United Capital
Employment Type


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.



Goldman 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.




We are seeking a Vice President as part of the Goldman Sachs Personal Financial Management Growth Team who will be responsible for providing sales demos of our technology platform, hosting educational webinars on the client experience, as well as supporting lead flow and business development.

In this role, you will join a fast pace team committed to ensuring excellence across our Corporate Growth Programs team.


PFM is a 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 Growth Team within PFM. The team is responsible for establishing and maintaining internal and external relationships to foster lead flow across our advisor population. As well as facilitating platform and program adoption through client experience education and sales coaching.



  • Educate internal and external groups, conference participation and senior members of the firm on the PFM client experience and technology platform
  • Represent Consumer & Wealth Management Division in meetings with senior leaders
  • Develop and execute sales strategies, including tracking and measuring the efficacy of Growth Programs
  • Leverage your sales experience and public speaking abilities to contribute to a growing business
  • Demonstrate long-term progress of being able to develop and maintain strong relationship with internal and external stakeholders



  • 10+ years’ experience working with large institutions, financial industries a plus
  • Bachelor’s degree required. Concentration in marketing, business, or other financial planning related areas
  • Experience operating in executive level services and client interactions required
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong technical skills are required and a familiarity with financial planning and wealth management tools are preferred
  • Commitment to excellence and a high degree of integrity
  • Must be willing and able to travel




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.



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

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

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