DallasRecruiter Since 2001
the smart solution for Dallas jobs

CIMD, PWM, Lead Ambassador, Dallas

Company: Goldman Sachs
Location: Dallas
Posted on: April 10, 2021

Job Description:

Skip Branding

  • Jump to site homepage
  • Jump to main page content
  • Jump to main menu
  • Jump to site-wide links
  • careers Search Jobs BRIEFINGS Weekly Insights from Goldman Sachs Sign up for BRIEFINGS, a weekly email about trends shaping markets, industries and the global economy. Sign Up Careers See Yourself Here: Careers at Goldman Sachs We think who you are makes you better at what you do. Learn more about our firm and culture through a day in the life of our people. Learn more
    • Privacy and Cookies
    • Ad Choices
    • Terms & Conditions
    • Security & Fraud Awareness
    • Regulatory Disclosures
    • Site Map
    • Client Logins
    • Employee Login
    • Alumni Network
    • Disability Accommodation for Applicants
    • Mobile View
        • @GoldmanSachs
        • @GSCareers
        • @GS10KWomen
        • @GS10KSmallBiz -- 2021 Goldman Sachs BESs BESs BESs BESs BESs BESs BESs BESs BESs BESs BESs BESs BESs BESs Careers Center CIMD, PWM, Lead Ambassador, Dallas in Dallas, Texas - Careers at 9056 012 A717 0000-Consumer and Investment Management Division-Wealth-United Capital-Wealth Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Returning Candidate? Log back in! CIMD, PWM, Lead Ambassador, Dallas Location(s) US-TX-Dallas Job ID 2021-69761 Schedule Type Full Time Level Analyst Function(s) General, Investment Management Region Americas Division Consumer and Wealth Management Business Unit United Capital Employment Type Employee MORE ABOUT THIS JOB 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. PFM 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. RESPONSIBILITIES AND QUALIFICATIONS Under the general supervision of the AVP, Business Development, the Lead Ambassador serves as a liaison between prospects and financial advisors across the country, educating prospects on United Capital's financial life management tools. ESSENTIAL DUTIES & RESPONSIBILITIES The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.
          • Communicate with prospective clients to gather relevant information via phone and email.
          • Facilitates communication between prospective clients, financial advisors, and operations staff.
          • Leverages United Capital's customer relationship management (CRM) tool to log and record prospecting activity in Salesforce.
          • Consistently meets or exceeds individual productivity targets.
          • Recommends and develops ways to effectively and efficiently improve current processes.
          • Learns and demonstrates mastery of:
          • United Capital and the services we provide
          • What makes a prospective client a fit for our services
          • Our marketing procedures
          • Best practices for successfully calling on prospective clients
          • Performs other duties and assignments as needed PHYSICAL REQUIREMENTS
            • Ability to sit at desk for prolonged periods of time.
            • Ability to operate a wide range of office technology, such as computer, copier and fax machine.
            • Ability to read documents, reports, etc.
            • Ability to answer phones and communicate with callers. MINIMUM QUALIFICATIONS: Education and Experience:
              • High school diploma or equivalent required
              • Bachelor's degree strongly preferred (majors to include: finance, business, economics, or a related field)
              • A minimum of one year of sales and relationship management experience
              • Previous experience in the financial services industry preferred
              • Previous experience with CRM platforms preferred
              • Previous experience in high-volume sales or appointment setting preferred Required Skills & Competencies:
                • Microsoft Office (Excel and Word) at an intermediate level; Google Apps is highly desired.
                • Prior experience with customer relationship management (CRM) software preferred, Salesforce a plus
                • Able to work in fast-paced, self-directed entrepreneurial environment
                • Professional and articulate oral and written communication, including phone & email etiquette
                • Strong ability to cooperate and work collaboratively towards solutions.
                • Deals constructively with setbacks and maintains a positive outlook in difficult situations; comfortable receiving feedback and coaching
                • Ability to follow a defined process to ensure that all activity and communication is documented and updated
                • Excellent time management and organizational skills, able to work independently as a member of the team
                • Ability to understand business goals and recommend new approaches, policies and procedures to effect continual improvements in business objectives, productivity and development of Growth Programs within the company.
                • Strong internal and external customer service focus.
                • The ability to manage multiple priorities simultaneously.
                • Excellent organizational and interpersonal skills.
                • Reliable and proven track record of personal integrity, honesty and ability to deal with confidential information Comfortable working at all levels of the organization.
                • Ability to demonstrate a high level of decision making, initiative, and independent judgment. ABOUT GOLDMAN SACHS ABOUT GOLDMAN SACHS

                  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-- GS.com/careers .

                  We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https:// www.goldmansachs.com/careers/footer/disability-statement.html

                  -- The Goldman Sachs Group, Inc., 2020. All rights reserved.
                  Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Options Apply Apply Email a Friend Email a Friend

Keywords: Goldman Sachs, Dallas , CIMD, PWM, Lead Ambassador, Dallas, Other , Dallas, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


McDonald's: Crew Team Member
Description: This job posting is for
Company: McDonald's
Location: Tyler
Posted on: 04/21/2021

Physician - Female Reconstructive Urologist
Description: Description br Physician - Female Reconstructive Urologist Located in the tree-covered rolling hills of east Texas, CHRISTUS Trinity Clinic in Tyler, is seeking a sixth urologist to work in an established (more...)
Company: CHRISTUS Health
Location: Tyler
Posted on: 04/21/2021

CDL-A Driving Jobs - 2 Yrs. OTR EXP Req'd - Dedicated Lanes
Description: Best Trucking Decision You'll Ever Make BENEFITS: 1.5 CPM Safety Bonus Performance Bonus Orientation Pay Paid Weekly Health,
Company: R. E. Garrison
Location: Arp
Posted on: 04/21/2021


Senior Full-Stack Software Engineer
Description: Join Hired and find your dream job as a Senior Full Stack Software Engineer at one of 10,000 companies looking for candidates just like you.Companies on Hired apply to you, not the other way around. (more...)
Company: Hired
Location: Grand Saline
Posted on: 04/21/2021

Travel Cytotechnologists
Description: Travel Cytotechnologist br Numerous Nationwide Travel Assignments / Jobs br br Tired of completing an application just to get information br Click the View or Apply button for HCEN's Free, Quick (more...)
Company: HealthCare Employment Network, LLC.
Location: Sulphur Springs
Posted on: 04/21/2021

Physician - Urology - Urologist needed at University hospital in beautiful East Texas
Description: UT Health Tyler seeks a Urologist to join arapidly growing practice.Our comprehensive program providescollaborative, multi-disciplinary care and access to cutting edgetechnologies.We are also experiencing (more...)
Company: Ardent Health Services
Location: Tyler
Posted on: 04/21/2021

East Texas Dermatologist opening (Physician #)
Description: East Texas Dermatologist opening Top income potential in the State Join a physician owned multi - specialty group of 85 providers that does not have a Dermatologist
Company: National Health Partners
Location: Tyler
Posted on: 04/21/2021

CDL A Established Team Driver Jobs - 6 Mos. OTR EXP Req'd - No Touch Freight
Description: Kennesaw Transportation is hiring CDL-A Established Teams. Don't Join a Company, Join our Family Today. Benefits: Team drivers average 1,700 a week just in mileage pay Teams earn up
Company: Kennesaw Transportation
Location: Eustace
Posted on: 04/21/2021

PT Retail Merchandiser Cortland, Ny Retail Execution East [Apply]
Description: We are sure a lot of companies are trying to
Company: Retail Execution East LLC
Location: Tyler
Posted on: 04/21/2021

RN, Registered Nurse - Transfer Center
Description: Description br Summary: The CHRISTUS Transfer Center RN is responsible for evaluating, coordinating, processing, screening, and documentation of patient transfers into the CHRISTUS Health Northeast (more...)
Company: CHRISTUS Health
Location: Tyler
Posted on: 04/21/2021

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Dallas RSS job feeds