Research Operations Specialist (Associate) - Global Marketing, Research & Marketing Effectiveness

Location(s) US-TX-Dallas
Job ID
Schedule Type
Full Time
Data Development & Analytics
Business Unit
Global Marketing
Employment Type



The Executive Office plays an integral role in setting and advancing Goldman Sachs’ strategy and in supporting and enhancing the firm’s distinctive culture. Our goal is to provide our people, clients, shareholders and the broader public with information about the breadth of our global efforts, highlight our focus on delivering sustainable, long-term returns for our shareholders, and demonstrate our commitment to making an impact on the communities where we live and work and on society more broadly.

Global Marketing

Led by the firm's first Chief Marketing Officer, the marketing function at Goldman Sachs is backed by momentum and a broad imperative to unify the discipline, helping to codify a business-critical function seen as core to the firm's future growth. As such, GS is focused on building out a data-and-technology enabled team of growth marketers, delivering value for the brand and the business. The organization will consist of COE teams including Brand Marketing, Marketing Strategy & Transformation, Content, and Media, as well marketing teams for each of our revenue divisions. Together, this function will collaborate to build a unified, scalable, and consistent approach to marketing the brand and its offerings. Our mission is to be a demonstrable force multiplier for the businesses we serve.


Research & Analytics

The Goldman Sachs Research & Marketing Effectiveness team is one of the COE groups within the Global Marketing organization. Our mission is to enable the firm to make data-driven decisions by providing actionable insights that drive business and commercial outcomes. We consult with our partners in the firm's business units (e.g. Consumer Wealth Management, Asset Management, Investment Banking, Global Markets, Executive Office, etc.) to understand key business questions and marketing objectives, and provide hands-on service to design qualitative and quantitative research to drive the business forward.

Responsibilities and Qualifications

The Research & Marketing Effectiveness team relies on critical support from a group of highly-skilled operations specialists to support and project manage complex research programs. Our operations specialists work to provide high quality and reliable research participants; create thoughtful, targeted, and effective communication; and develop the operational infrastructure to support a growing global research team.


In collaboration with our researchers, this role will help to architect the implementation of our internal clients' research programs. The research operations specialist will be able to evaluate the maturity of our internal clients' research programs and promote process efficiency and sophistication for both fledgling and mature research programs. The operations specialist will have a deep interest in trends in customer and market research, technology products, and will partner with our researchers to drive innovation in how the firm implements its research, including evaluation and onboarding of external vendors and development of internal products and research solutions. 


The ideal candidate is an expert project manager with an acute attention to detail – able to simultaneously oversee research initiatives for multiple stakeholders. A well-qualified operations specialist will have a keen eye for opportunities to innovate and drive efficiency and an affinity toward optimizing processes to increase research productivity, while upholding the Goldman Sachs standard of treating our people, including research participants, with the utmost respect.  

What you'll do

  • Collaborate with researchers and research operations to provide the systems, strategies, and tools needed to support research in delivering and scaling insights that drive business outcomes across the firm
  • Establish a process to source, screen, and schedule participants for research studies (domestic and international), ensuring exceptional sampling and participant quality 
  • Manage external research participant panel recruitment by establishing workflows, processes, and firmwide best practices to operate recruitment at scale, including the evaluation and onboarding of panel management tools and research panel providers. 
  • Establishing workflows and processes to contribute research reports and insights to a centralized insights repository
  • Support researchers in carrying out research studies, taking care to understand the research goals, constraints, and country-specific considerations in order to find the best possible research participants
  • Source and evaluate research vendors when needed. Interface with legal, security and procurement teams to onboard and pay vendors, including writing statements of work and negotiating business terms and budget
  • Create thoughtful, targeted, effective written communication for high volume and high visibility survey distributions, and recruiting efforts. Ensure that all sourcing and messaging is done in compliance with firm policies, and with close coordination and buy-in from internal stakeholders
  • Design and leverage new tools, processes, and techniques to improve the work produced by you and your peers. Continuously propose new ideas and tools for improving workflow & efficiency
  • Manage the pipeline of inbound research consultation requests from various teams across the organization. Prioritize new and ongoing projects, and quickly react to real-time changes
  • Manage research knowledge base, including developing and maintaining team resources including team website, training materials, best practices, playbooks, and commonly used resources
  • Track the effectiveness of screener/surveys and collect metrics about opens, responses and show rate successes and failures to ensure we’re continually improving our tactics
  • Track and organize team expenses, budgets, and reports

What's required

  • Minimum of 4 years of experience in research operations or program management
    • (plus if experience in Research Operations, financial services, or marketing)
  • Certified and/or well versed in Qualtrics
  • Experience with relevant project management tools, such as JIRA, Confluence, Salesforce, Asana, etc.
  • Demonstrated ability to effectively coordinate multiple, fast-moving projects of varying levels of complexity concurrently; working across divisions and time zones
  • Strong stakeholder management and collaborative abilities - Communicates early and often; able to take shifting priorities and timelines in stride and manage change effectively
  • Creative, analytical, and methodical in approach to problem solving - able to identify problems other missed, make reasoned decisions with imperfect or ambiguous information, and be proactive in identifying the best path forward
  • Self-driven initiative and expert time management skills - tackle assignments head on, able to juggle multiple simultaneous requests at exceptional speeds, while paying close attention to the details, and without losing sight of the highest priority items
  • Process and efficiency expert - Passion for and expert in planning, tracking, organizing logistics, and documentation
  • Experience integrating and connecting software systems to optimize workflows
  • Excellent communication skills—you can quickly establish an easy rapport with a wide variety of people through both speaking and writing
  • End to end vendor onboarding and management experience

Preferred Qualifications

  • PMP certified with experience in financial services and/or marketing
  • Experience in a research setting supporting in-person data collection or customer-facing work in the financial industry, for domestic and international studies
  • Experience using statistical analysis (R, SPSS, Stata, SQL) and data visualization (Tableau, Plotly) tools 


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