Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implem

Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead
- Wealth Management Professional, Vice President
- Dallas Job Description

YOUR IMPACT

The COE NPWA CI Team Lead WMP as a member of the COE Management Team, plays a major role in managing the day to day operations of the COE NPWA CI team. This is a unique opportunity to work directly with the COE manager, along with key stakeholders and partners throughout the business, on all aspects of team management, including people development and business strategy.

The team lead will also work closely with NPWAs nationally to help their clients through the onboarding process. The team lead will provide exceptional operational support and risk management. They oversee their team’s operational tasks and client experience byfacilitatingthe onboarding ofthe NPWA client relationships. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills.

OUR IMPACT

Asset & Wealth Management (AWM)

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businessesprovidefinancial 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,dataand design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans forultra highnet 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 managementcapabilitiesand 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 byleveragingthe resources of Goldman Sachs and beyond.

Our Wealth Management Professionals (WMP) support all aspects of our account opening business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environment where attention to detail,strong communication and organizational skills, and client serviceexpertiseare essential tomaintainingand enhancing our business.

HOW YOU WILL FULFILL YOUR POTENTIAL

Leveraging operational and financial background and experience to contribute to a growing business

Core member of COE Management Team involved in executing and developing strategy to achieve department goals

Assist the COE Manager in the overall supervision, management and running of the NPWA CI team

Manage, develop, and recruit employees within the Wealth Management Professionals Suite

Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring

Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions

Ensure that all employees follow regulatory requirements, include registrations and series exams

Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations

Working closely with New PWAs to support their prospects and PWM…