CWM, Personal Financial Management, Advisory Services Project Coordinator, Analyst – Miami, FL

Location(s) US-FL-Miami
Job ID
Schedule Type
Full Time
Consumer Banking
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.


The Project Manager role at Goldman Sachs, Personal Financial Management, is an integral part of the Advisory Services Department, as you assist in the organization and implementation of your essential responsibilities, as listed below.  In this role you will report directly to the VP, Deputy Region Head.  You will also need to work productively in a team environment, as well as independently to provide support and coordination of team projects.  To be successful in this role, you need to have the ability to multitask, take initiative and work proactively to solve problems with minimal guidance.  The ability to manage multiple functions and tasks in a very fast paced environment is absolutely essential in this role.

Essential Responsibilities:

  • Provide daily support as needed to ensure timely completion of all projects and activities
  • Schedule department calls and meetings as directed
  • Schedule department business travel as directed
  • Gather, compile and review data and/or relevant information necessary to draft work product or content
  • Draft and proof Excel spreadsheets, comprehensive Word reports, PowerPoint shows, and other work related to the onboarding or practice development of regional offices subject matter based upon senior level input and direction
  • Responsible for and frequently contributes to the quality and consistent improvement in the work product of the department
  • Proof and review work product for quality and accuracy as directed
  • Create forms, templates, tools and model resources to support regional office practice development based upon senior level input
  • Prepare necessary meeting documents such as agendas, communications, etc.
  • Compile data and project materials from multiple team members while working on additional special projects
  • Identify and work to resolve problems under the guidance of senior leadership
  • Assist with the project management and coordination of all regional offices assigned to you
  • Provide support to ensure expectations of your region are met




Experience & Education

  • A bachelor’s degree and/or related work experience is preferred
  • Ideally 3-5 years experience as an administrative or support professional
  • A proven track record in managing complex and multiple projects across various departments
  • Comfort with being a “team player” and doing whatever is needed, big or small
  • Demonstrated flexibility, self-discipline and ability to work independently as well as within a group
  • Ability to handle multiple tasks and manage to deadlines
  • Ability to self-direct and manage time and priorities



Skills & Knowledge

  • Proven track record as a team leader with an understanding of management practices
  • Advanced user of Microsoft Office Suite required (PowerPoint, Excel, Word, etc.)
  • Be self-motivated and goal oriented
  • Detail-oriented with a high degree of accuracy
  • Excellent communication skills (verbal, written and listening)
  • Proficiency in Salesforce or other CRM preferred




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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