WEALTH MANAGEMENT OPERATIONS

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

OPERATIONS

Operations is a dynamic, multi-faceted segment that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

YOUR IMPACT

The PWM Client Onboarding team is seeking a seasoned professional who is driven, motivated and a dynamic leader with extensive experience in navigating the complexities of client onboarding, risk mitigation, and regulatory compliance. Your role will involve active partnership with Sales, Compliance, Legal, Business Management and other Operational Departments to ensure seamless client onboarding while developing a deep understanding of regulatory requirements and operational best practices to facilitate and provide front to back operational support.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales, trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. PWM Operations supports PWM Private Wealth Advisors (PWA) globally. PWAs are responsible for advising ultra-high net worth individuals on strategies to build and protect their financial assets through customized advice and services. PWM Operations is instrumental in meeting our clients' needs and is responsible for several key processes which include account opening, asset transfers, client servicing, execution services, performance measurement and reporting of Goldman-custodied assets and away-custodied assets.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Strategic Leadership: Develop and execute a strategic vision for the client onboarding process, aligning with the firm's overall business objectives and growth targets
• Complex Account Management : Oversee the onboarding of complex client account structures, including trusts, partnerships, and investment vehicles, ensuring all documentation meets regulatory standards and firm policies.
• Risk Management & Compliance: Ensure adherence to all relevant legal and regulatory requirements, including KYC, AML, and data privacy regulations, implementing robust controls and monitoring mechanisms
• Performance Monitoring & Reporting: Establish key performance indicators (KPIs) to track onboarding performance, identify areas for improvement, and provide regular reporting to senior management.
• Stakeholder Management: Cultivate strong relationships with business teams, Compliance, Legal, and other Operations groups to facilitate a high-quality, efficient onboarding experience for PWM clients
• Process Optimization: Drive continuous improvement initiatives to streamline onboarding procedures, reduce time-to-value, and enhance the client experience, leveraging technology and automation where appropriate
• Issue Resolution & Problem Solving: Manage complex onboarding issues through effective coordination with Business, Engineering, Compliance, and Legal, ensuring minimal disruption to the client onboarding process

SKILLS & EXPERIENCE WE ARE LOOKING FOR

BASIC QUALIFICATIONS

• Bachelor's degree in Finance, Business Administration, or a related field; advanced degree preferred
• 10+ years of progressive experience in financial services, with a focus on client onboarding, KYC/AML compliance, and risk management of International Markets and related regulatory frameworks
• Proven leadership experience, with a demonstrated ability to build and manage high-performing teams
• Strong self-initiative to challenge and improve processes, with a proactive approach to problem-solving
• Excellent interpersonal and communication skills to establish and maintain effective Business and Federation relationships
• Exceptional ability to manage multiple tasks and projects simultaneously, effectively managing deadlines and prioritizing workload
• Strong experience in risk assessment and mitigation within a financial services environment

PREFERRED QUALIFICATIONS

• ACAMS, ACFE, or other relevant AML certifications
• Candidate must be proactive, enthusiastic and team oriented
• Ability to prioritize and make decisions in a fast-paced environment
• Accuracy and attention to detail and strong organizational skills
• Strong written and verbal communication skills
• Ability to multi-task with high accountability and due diligence
• Flexible and able to work well under pressure in a team environment
• In-depth knowledge of client onboarding, KYC/AML compliance process (Preferred)

ABOUT GOLDMAN SACHS

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 GS.com/careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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Goldman Sachs is an equal employment/affirmative action employer