Asset & Wealth Management, Marcus, Movement & Reconciliation Team Lead, Analyst - Richard

Asset & Wealth Management, Marcus, Money Movement & Reconciliation Team Lead, Analyst - Richardson, TX/Draper, UT

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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, high net worth individuals, family offices, foundations, endowments, corporations, and their employees. Our consumer business offers digital solutions for customers to better spend, borrow, invest, and save.

Our growth is driven by a relentless focus on our people, our clients, and leading‑edge technology, data and design.

As an operations leader, you will manage the Money Movement & Reconciliation team, driving excellence in customer service and process improvement. You will coach and develop a team of 15–18 representatives, manage performance, and implement initiatives that enhance operational efficiency.

The firm’s direct‑to‑consumer business, Marcus by Goldman Sachs, serves millions of customers with products spanning savings, loans, and investment services. Leveraging innovative design, data, engineering and other core capabilities, we deliver tools and products that are grounded in value, transparency and simplicity.

You are passionate about operations, leadership, and using digital tools to provide solutions and excellent customer service to consumers. You are an experienced leader who will coach and develop teams, provide feedback, and influence new processes.

• Lead, manage and supervise the day‑to‑day operations of a team of 15–18 representatives.
• Monitor and evaluate team performance, reward appropriate behaviors and address issues as they arise.
• Train, provide direction and enforce policies and standards to help staff achieve departmental goals.
• Establish schedules for team members.
• Assist with interviewing and selection of team members and serve as a role model/mentor.
• Conduct weekly one‑on‑ones and bi‑monthly staff meetings, and provide on‑the‑spot coaching/feedback.
• Monitor cases and work closely with the QA teams to manage professional development of operations team members.
• Create and maintain an environment focused on customer satisfaction and consistent achievement of business objectives.
• Provide hands‑on assistance while serving as an escalation point for customer issues and complaints.
• Offer guidance to the management team in real‑time operational performance, ensuring service level targets are achieved.
• Recommend process improvements and ensure optimal resource utilization and audit‑compliant administrative processes.
• Assist in project planning, identify issues, and deliver improvements on time.
• Oversee ACH exception process flow and outgoing wire processing.
• Manage money movement general ledgers exceptions and escalations in a timely manner.

• Associate’s or Bachelor’s degree or equivalent military experience.
• Minimum of 3 years in supervisory experience.
• Strong understanding of customer service experience and process improvements.
• Self‑directed, detail‑oriented, driven, and able to work independently in a fast‑paced, team‑oriented environment with a positive attitude.

• Leadership experience in a startup environment.
• Deposit money movement & reconciliation experience.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

We are committed to fostering diversity and inclusion, providing training, development opportunities, 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: