Regional Advisor Enablement VP — Wealth Management

The Goldman Sachs Group

New York (NY)

On-site

USD 125,000 - 250,000

Full time

14 days+

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Job summary

Goldman Sachs is seeking a Regional Advisor Enablement Associate/VP to lead regional trainer initiatives for Private Wealth Management in New York. You will coordinate onboarding, track participation, and connect advisors with development resources to drive engagement and productivity.

The role requires strong relationship skills, project coordination, and the ability to collaborate across teams while delivering scalable development programs.

Qualifications

  • 5+ years of experience in Wealth Management, Business Management, Talent Strategy, Learning & Development, Human Capital Management, or a related field.
  • Strong interest in advisor development, talent initiatives, and employee engagement.
  • Excellent relationship management skills and ability to build credibility with advisors and business leaders.
  • Highly organized and detail-oriented, with the ability to manage multiple priorities simultaneously.
  • Strong project coordination and execution skills with a focus on follow-through and operational excellence.
  • Comfortable working with data and dashboards to track participation, engagement, and performance trends.
  • Strong written and verbal communication skills.
  • Demonstrated ability to collaborate across functions and influence without direct authority.
  • Proactive, resourceful, and solution-oriented mindset.
  • Proficiency in Microsoft Office applications, including Excel and PowerPoint.

Responsibilities

  • Coordinate regional advisor training programs and development initiatives, including logistics, communications, attendance tracking, and stakeholder engagement.
  • Support delivery of advisor programming, facilitating peer networking, best practice sharing, and ongoing development opportunities.
  • Lead the regional onboarding and integration experience for new advisors, helping accelerate connectivity, engagement, and productivity.
  • Track New Advisor participation, engagement, and development metrics, providing regular updates and identifying trends.
  • Serve as a key point of contact for advisors, helping connect them to training, development, business management, and firm resources.
  • Partner with Regional Heads, Business Unit Managers, and Talent Strategy to drive awareness and participation in development programming.
  • Gather advisor feedback and field insights to identify opportunities for enhancement and elevate regional needs to leadership.
  • Support execution of national development initiatives at the regional level, ensuring alignment with broader Talent Strategy priorities.
  • Maintain regional program records, participation data, and resource materials to support consistent execution and reporting.
  • Foster strong relationships across the advisor population and act as an advocate for advisor development and engagement.

Skills

Wealth Management
Talent Strategy
Learning & Development
Relationship Management
Project Coordination
Data Dashboards
Communication Skills
Cross-functional Collaboration
Proactive Problem-Solving
Excel & PowerPoint

Tools

Excel
PowerPoint

Job description

Goldman Sachs is seeking a Regional Advisor Enablement Associate/VP to lead regional trainer initiatives for Private Wealth Management in New York. You will coordinate onboarding, track participation, and connect advisors with development resources to drive engagement and productivity.

The role requires strong relationship skills, project coordination, and the ability to collaborate across teams while delivering scalable development programs.

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