Asset & Wealth Management, Private Wealth Management, Advisor Practice Management, Vice President - New York
goldman sachsBrooklyn, NY
Asset & Wealth Management, Private Wealth Management, Advisor Practice Management, Vice President - New York
goldman sachsBrooklyn, NY
today
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Overview:
In this role, you will act as a strategic partner to Private Wealth Advisors and regional leadership to drive growth, efficiency, and scalability of advisor franchises. You will coach teams on business planning, organizational design, and operational excellence, while shaping regional recruiting and talent pipelines. You will work across stakeholders to identify opportunities, promote best practices, and build tools that support advisor success at scale. This is a high-impact, cross-functional role inside a premier financial services firm.
Responsibilities:
Co-develop and refine business plans, growth strategies, and business development objectives with advisors Share best practices and facilitate knowledge exchange to boost growth and productivity Advise on team structure, capacity planning, and organizational effectiveness for advisors Improve productivity, operational efficiency, and scalability of advisory practices Develop and promote practice management tools and frameworks Collaborate with Regional Heads to identify growth needs Build and maintain regional recruiting pipelines and nurture candidate relationships Support regional recruiting strategies with market intelligence, pipeline tracking, and engagement activities Gather feedback from advisors and leadership to identify trends and improvement opportunities Coordinate with Talent Strategy, Recruiting, and leadership to align growth and talent priorities
Key requirements:
5+ years of experience in Wealth Management, Advisor Development, Business Management, Practice Management, Recruiting, or related field Strong understanding of advisor business development, practice management, and wealth management models Experience coaching or consulting professionals on growth, productivity, and organizational effectiveness Proven ability to build relationships and influence stakeholders at multiple levels Strong understanding of advisor recruiting, talent acquisition, or business development strategy (preferred) Excellent communication and presentation skills for facilitating discussions and sharing best practices Strong analytical and problem-solving skills with ability to translate insights into actions Highly organized with ability to manage multiple initiatives simultaneously Self-starter with ownership, follow-through, and stakeholder management Proficiency in Microsoft Office applications, including Excel and PowerPoint relationship-building communication analytical thinking Microsoft Excel Microsoft PowerPoint Microsoft Office
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JOB OVERVIEW
Experience level
Manager
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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