CIMD, PWM, Project Manager, Analyst– Redlands, CA

Job Description

MORE ABOUT THIS JOB

CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)

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.

PWM

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond

RESPONSIBILITIES AND QUALIFICATIONS

I. MISSIONThe Project Manager role at United Capital is an integral part of the Growth Opmizaon Department, as you assist in theorganizaon and implementaon of your essenal responsibilies, as listed below. In this role you will report directly to the Directorof Growth Opmizaon. You will also need to work producvely in a team environment, as well as independently to provide supportand coordinaon of team projects. To be successful in this role, you need to have the ability to mul-task, take iniave and workproacvely to solve problems with minimal guidance. The ability to manage mulple funcons and tasks in a very fast pacedenvironment is absolutely essenal in this role.

II. ESSENTIAL RESPONSIBILITIESDepartment Support● Possibly manage travel for the Growth Opmizaon team including the booking of flights & hotels, coordinaon of mulpleindividual travels plans, etc.● Possibly maintain mulple execuve's appointment schedule by planning and scheduling meengs, conferences,teleconferences, and travel● Provide daily support as needed to ensure mely compleon of all projects and acvies● Schedule department calls and meengs as directed● Schedule department business travel as directedProducon/Work Product Development● Gather, compile and review data and/or relevant informaon necessary to dra work product or content● Dra and proof Excel spreadsheets, comprehensive Word reports, PowerPoint shows, and other work related to the onboardingor pracce development of regional offices subject maer based upon senior level input and direcon● 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 pracce development based upon senior levelinput● Prepare necessary meeng documents such as agendas, communicaons, etc.● Compile data and project materials from mulple team members while working on addional special projects● Idenfy and work to resolve problems under the guidance of senior leadershipProject Management● Assist with the project management and coordinaon of all regional anchor offices assigned to you● Acvely parcipate in regional anchor office calls and escalate any red flag issues as appropriate● Maintain integrity of internal project management & regional office project plans● Coordinate and support work flow processes as it relates to the project plans set for regional anchor offices with direct oversightfrom senior leadership● Coordinate with project leads on project management● Coordinate of training events and conferences under the direct supervision of senior leadership● Oversee, coordinate and follow up for ongoing business projects: capture and calendar next steps, obtain status reports assistwith work product as needed and insure mely compleon● Oversee, coordinate, and follow up for business event planning● Provide support to ensure expectaons of the Business Opmizaon department are met

III. POSITION SPECIFICATIONS

Experience and Educaon:● A bachelor’s degree and/or related work experience is preferred● Ideally 3-5 years experience as an administrave or support professional● A proven track record in managing complex and mulple 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 mulple tasks and manage to deadlines● Ability to self-direct and manage me and prioriesSkills and Knowledge:● Advanced user of the Microso Office Suite required (PowerPoint, Excel, Word, etc.)● Be self-movated and goal oriented● Detail-oriented with high degree of accuracy● Excellent communicaon skills (verbal, wrien and listening)● Proficiency in Salesforce or other CRM preferred

ABOUT GOLDMAN SACHS

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.© The Goldman Sachs Group, Inc., 2019. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.