CIMD, PWM, Client Development Agent, Analyst - Irving, TX

    • Dallas, TX


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.


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.



We are looking for an enthusiastic individual to join our Internal Sales Desk Team. As a United Capital Client Development Agent, you will act as the first point of contact between United Capital and prospective clients.

To excel in this position, you will need to be comfortable making outbound phone calls, a natural "talker" and have demonstrated selling skills. Our Client Development Agents earn an average of $38,000 annually, and top CDAs earn about $45,000 with no cap and with advancement opportunity.


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.

  • Learn about and demonstrate solid knowledge of:

- United Capital and the services we provide
- our retirement workshops and the list of topics they may cover
- the companies we market to and their basic retirement benefits
- what makes a prospect "qualified" for our services
- our marketing procedures
- best practices for successful calling
  • Call prospective clients and invite them to scheduled workshops and events. Reserve workshop seats for those qualified prospects that are interest and any guests/co-workers they may bring
  • Through conversation with prospects, obtain basic information in order to qualify them
  • Set appointments for qualified prospects to meet with one of our financial advisers
  • Learn and demonstrate strong ability to use Salesforce and Power Dialer applications to execute job responsibilities.
  • Document basic information shared by prospect, any specific prospect needs/wants/interests, and prospect's status within our marketing campaign.
  • Consistently meet or exceed your individual productivity targets

  • Ability to sit at desk for prolonged periods of time
  • Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine
  • Ability to read documents, reports, etc.
  • Ability to answer phones and communicate with callers


Education and Experience:
  • Bachelor's degree (or equivalent experience, education or related training)
  • Previous experience and success in a high-volume telesales or appointment setting positions
  • Previous financial services industry experience is preferred or practical knowledge of financial planning
  • Experience with Salesforce or similar CRM is preferred

Required Skills & Competencies:
  • Excellent grammar, spelling and phone & email etiquette
  • Professional and articulate communication skills with the ability to overcome objections
  • Sets high standards of performance for themselves and maintains a consistent and high level of production
  • Fosters a sense of energy, pride, enthusiasm, ownership and personal commitment to the work
  • Deals constructively with setbacks and maintains a positive outlook in difficult situations; comfortable receiving feedback and coaching
  • Able to follow a defined process to ensure that all activity and communication is documented and updated as needed
  • High degree of personal integrity, honesty and ability to deal with confidential information

To perform this job successfully, an individual must be able to perform each essential job function assigned satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



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: https://

© 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

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