Full-Time

Asset and Wealth Management

Wealth Management Client Services Operations-Vice President

Posted on 3/22/2025

Goldman Sachs

Goldman Sachs

Global investment banking and asset management firm

Compensation Overview

$80k - $185k/yr

+ Discretionary Bonus

Senior

Company Historically Provides H1B Sponsorship

Albany, NY, USA

Category
Customer Success
Customer Support
Customer Success & Support
Required Skills
Sales
Word/Pages/Docs
Risk Management
Marketing
Customer Service
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree required or equivalent experience
  • 6+ years of work experience in a professional office environment preferred
  • Prior experience in insurance operations is a plus
  • Proficient to advanced skill with Microsoft Office (Excel, PowerPoint, Word, Outlook)
  • Ability to work effectively in a team environment
  • Ability to work in a fast-paced environment
  • Strong customer service skills
  • Excellent written and verbal communication skills
  • Exceptional interpersonal, communication, organizational skills
  • Self-starting ability to handle multiple priorities effectively and efficiently
  • Experience handling confidential and sensitive business matters and information with discretion
  • Life, Accident and Health Insurance license preferred
Responsibilities
  • Develop and execute short-term goals and long-term operational strategies aligned with the organization's overall goals
  • Collaborate with product development, sales, and marketing teams to ensure alignment in product delivery and customer expectations
  • Collaborate with cross-divisional partners, including engineering and business personnel on matters related to insurance new business and policy servicing
  • Establish and drive transformational strategy to uplift service standards, improve workflows & manage reporting to measure and monitor risk and provide a differentiated service experience
  • Engage and collaborate with Operations leadership to ensure appropriate team oversight on high risk functions, strategic initiatives, and daily volumes
  • Partner with Wealth and Insurance Strategist to assist clients in the application and ongoing servicing of insurance policies
  • Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
Desired Qualifications
  • Prior experience in insurance operations is a plus
  • Life, Accident and Health Insurance license preferred

Goldman Sachs provides a variety of financial services, including investment banking, asset management, and securities trading. The firm offers advisory services for mergers and acquisitions, helps clients with underwriting securities, and manages assets for a diverse range of clients, such as corporations, governments, and wealthy individuals. Revenue is earned through fees for these advisory services, trading commissions, and asset management fees. What sets Goldman Sachs apart from its competitors is its extensive experience and commitment to social responsibility, which includes initiatives to support small businesses and promote racial equity. The goal of Goldman Sachs is to deliver high-quality financial services while also making a positive impact on society.

Company Size

N/A

Company Stage

IPO

Headquarters

New York City, New York

Founded

1869

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven platforms like 73 Strings offer growth in financial intelligence and data valuation.
  • Sustainable infrastructure investments align with social responsibility and offer long-term growth.
  • Expansion in digital health solutions like Fay indicates potential in health-focused financial products.

What critics are saying

  • Increased competition from firms like Tiger Global investing in tech platforms like Mews.
  • Internal competition may arise from AI-driven platforms like 73 Strings within Goldman Sachs.
  • Focus on social responsibility may divert resources from more profitable ventures.

What makes Goldman Sachs unique

  • Goldman Sachs excels in AI-driven financial intelligence with investments like 73 Strings.
  • The firm is a leader in sustainable infrastructure, funding projects like Milwaukee's stormwater system.
  • Goldman Sachs is expanding in digital nutritional therapy, investing in companies like Fay.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

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