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Goldman Sachs

Advises on mergers and trades stocks and bonds

Global Banking & Markets Operations Vice President - RIA Custody Client Services

Business OperationsConfirmed live in the last 24 hours
Full-timeDallas, TX, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • Three to eight years of experience in business strategy, consulting, analytics, project management, operations, product strategy, business management, or a related field.
  • Strong analytical and problem-solving skills, including the ability to translate data into actionable recommendations.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and the ability to manage multiple priorities and deadlines simultaneously.
  • Ability to collaborate effectively across cross-functional teams and influence outcomes through partnership and communication.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Ability to work effectively in a fast-paced, dynamic, and highly regulated environment.
  • Strong attention to detail, accountability, and an ownership mindset.

Responsibilities

  • Support strategic initiatives focused on improving client experience, operational efficiency, service scalability, and business performance, including AI-focused initiatives through business analysis, requirements gathering, process documentation, testing, adoption tracking, and benefit realization measurement.
  • Partner with Product, Engineering, Operations, Risk, and Client Service teams to document business requirements, develop use cases, and support solution design.
  • Analyze business performance, client feedback, operational metrics, and service trends to identify opportunities and support strategic decision making.
  • Build business cases and supporting analyses that articulate opportunities, requirements, risks, expected benefits, and success metrics.
  • Develop executive-ready presentations, reporting, and strategy materials for leadership discussions and business reviews.
  • Coordinate project workstreams, track deliverables, identify risks, and provide updates to stakeholders.
  • Support the prioritization and tracking of strategic initiatives to ensure alignment with business objectives and client needs.
  • Aggregate and analyze client feedback and service insights to identify recurring themes and recommend enhancements to the client experience.
  • Create reporting and dashboards that provide leadership transparency into business performance, operational efficiency, client engagement, and strategic initiative progress.
  • Identify opportunities to leverage automation, generative AI, workflow optimization, and emerging technologies to enhance client experience and improve organizational scale.
  • Assist in measuring and communicating business outcomes associated with strategic initiatives, automation programs, and operational improvements.
  • Build relationships across the organization and communicate with stakeholders at all levels.

Desired Qualifications

  • Experience within financial services, wealth management, RIA custody, banking services, or client service organizations.
  • Experience developing executive presentations, performance reporting, dashboards, or business cases.
  • Familiarity with Salesforce, Tableau, Power BI, Alteryx, Jira, or similar analytical and workflow management tools.
  • Exposure to process improvement, client experience programs, product management, operational transformation, or change management initiatives.
  • Demonstrated interest in artificial intelligence, automation, digital transformation, or technology-enabled business solutions.
  • Experience leveraging AI-enabled tools to improve productivity, operational processes, or client experiences.
  • Experience evaluating business processes and identifying opportunities for automation, workflow optimization, or service scale.

About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1869

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