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Goldman Sachs

Advises on mergers and trades stocks and bonds

Wealth Management Vice President - Wealth Solutions

Business OperationsUpdated on Nov 9
Full-timeDallas, TX, USANo salary listed

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 8 years of relevant work experience, including project management, is required.
  • Advanced Excel expertise is required, including strong quantitative and analytical skills, financial modeling, data analysis, and executive reporting.
  • The candidate must be able to conceptualize and design PowerPoint presentations that clearly convey information to leadership.
  • The candidate must have strong project management skills and be able to work independently and cross-functionally.
  • The candidate must be able to communicate and present results effectively, highlighting broader commercial and strategic impacts.
  • The candidate must be able to lead, motivate, and build relationships with internal stakeholders.
  • The candidate must have strong written and oral communication skills and be confident creating structure and presenting messages to senior audiences.
  • The candidate must be able to lead and manage multiple projects and meet competing deadlines.

Responsibilities

  • Execute key operating and strategic initiatives for Wealth Solutions in partnership with business leaders globally.
  • Drive AI strategy and adoption by identifying high-impact use cases, embedding AI-enabled tools into business processes, and measuring execution against strategic priorities.
  • Automate manual workflows and streamline reporting, controls, and operating processes to improve scalability, efficiency, and execution quality.
  • Solve ambiguous and ad hoc problems and use organizational skills to project-manage remediation.
  • Liaise with cross-divisional businesses, including HCM, CWS, Operations, Engineering, Compliance, and Legal, to develop and execute project plans that achieve business objectives.
  • Lead location strategy and project management across more than 80 offices and over $100 million in annual occupancy expense in partnership with business-unit leadership.
  • Partner with senior leadership to identify, define, and document ongoing project objectives and requirements.
  • Proactively suggest ways to further enhance the business through analysis and reporting.
  • Deliver key results to senior management using Excel and PowerPoint to develop leadership materials that clearly and concisely articulate progress.
  • Focus on expense discipline, process optimization, and automation to create operating leverage across the business.
  • Own key strategic initiatives on behalf of senior stakeholders.

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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