CWM, Personal Financial Management, Project Coordinator - Analyst - Irving, TX

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


Are you looking to apply your organizational and critical thinking skills? We are looking for a Project Coordinator to join the growing Goldman Sachs Personal Financial Management Corporate Growth Programs Team. The ideal candidate is highly motivated, detail-oriented and highly organized with prior experience fulfilling various project duties and administrative responsibilities.

As a Project Coordinator, you will assist with certain parts of multiple projects, coordinate team meetings, oversee team calendars and members of the project team with strong attention to detail. Work alongside the Program Manager to ensure all programs are properly facilitated. You will support the team by assisting with advisor relations, team administration, and assisting with tactical program items.

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


  • Assist with daily tactical items for all growth programs post launch.
  • Provide administrative support to ensure efficient team operation.
  • Assist Program Manager with organizing and prioritizing ongoing tactical needs.
  • Collaborate with onboarding teams to ensure a well ordered program hand-off after launch.
  • Assist with advisor relations.
  • Assist in assembling and disseminating ongoing program communications.


  • 1-3 years of Project Coordination experience preferred.
  • 1-3 experience of Administrative experience.
  • Experience collaborating with cross-functional teams.
  • Demonstrate a high degree of personal accountability, going above and beyond to ensure that all tasks are properly completed.
  • Experience working in financial services, or other compliance heavy industry is a plus, but not required.
  • Ability to work in a highly collaborative environment with heavy emphasis on teamwork.
  • Strong PowerPoint building skills.
  • Well versed in Microsoft Office (Excel, PowerPoint, OneNote, Word)
  • Knowledge of Google Suite (Drive, Slides, Excel)
  • Excellent attention to detail and communication / presentation skills.




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:

© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity