United Capital Financial Advisors – Financial Services Technology and Operations

United Capital Financial Advisors, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

United Capital Financial Advisers 13F annual report United Capital Financial Advisers is an investment fund managing more than $15.3 billion ran by Steven Spencer. There are currently 1146 companies in Mr. Spencer’s portfolio. The largest investments include Ishares Us …

United Capital is a wealth counseling company assisting clients to achieve empowerment over their financial aspirations. The Company aims to improve people’s lives by bringing truth, understanding, and discipline to the financial choices they make every day.

United Capital Financial Advisers is based out of Newport Beach. United Capital Financial Advisers is a large advisory firm with 21901 clients and discretionary assets under management (AUM) of $26,783,891,783 (Form ADV from 2020-12-17).

United Capital was able to launch my career in ways that would be impossible at a lot of financial services companies. Cons My experience comes only from the Centralized Services department and is therefore not necessarily applicable to other departments or regional offices in the company.

Goldman Sachs Personal Financial Management was founded in 2005, under the name United Capital, as a national network of independent advisory firms. The company was initially founded, financed, and developed by Joe Duran and his business colleagues. By 2010, United Capital had over 150 employees and $30 million in revenue. By 2008, following several acquisitions of investment advisory firms such as Maul Capital Management, Integrated Financial Management, and Trevethan Capital Partners, United C…

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Goldman Sachs Personal Financial Management, is a division of Goldman Sachs responsible for wealth management of high-net-worth individuals. It has 74 offices in the United States and manages $25 billion in assets.

How much does a good financial advisor cost?
Generally, financial advisors charge a flat fee of $1,500 to $2,500 for the one-time creation of a full financial plan or roughly 1% of assets under management for ongoing portfolio management. Of course, fee rates and compensation structures differ from advisor to advisor.

United Capital Financial Advisors

Advisory Manager – Financial Services Technology and Operations

Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and implementation of business strategies and product offerings, operating models or structural change management, technology and process transformations, or risk management services. The industry knowledge and experience which candidates bring will be critical to the success of our clients.


Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.

As a Manager, you will have opportunities to:

  • Lead project teams and staff in the development of client deliverables or for internal business needs
    Serve as primary client contact or workstream lead on complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
    Lead the development of quality work products throughout the development lifecycle from initial conception to implementation
  • Serve as subject matter advisor on client projects, including providing recommendations to improve or transform processes to gain efficiencies and scale or reduce the risk for our clients
  • Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
    Lead internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
    Identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
  • Jointly own the management of resources and project economics to meet business objectives with prescribed timeframes and within budgets
  • Support the recruitment, management, and retention of our talent pipeline, including serving as a professional development coach and performance manager to junior staff
  • Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence/machine learning, and other digital strategies


At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

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