The Goldman Sachs Group, Inc

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

The Goldman Sachs Group, Inc • $150K — $180K *
Dallas, TX 75217In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Self-starter with project leadership ability
  • Strong communication and interpersonal skills
  • Strategic thinker with analytical capabilities
  • Background in financial services
  • Interest in becoming a Wealth Management Professional
  • Ability to thrive in fast-paced environments
  • Excellent organizational skills with attention to detail

Responsibilities

  • Manage day-to-day operations of COE NPWA CI team
  • Support the COE Manager in team management and operations
  • Develop and recruit employees within the Wealth Management Professionals Suite
  • Oversee employee training, performance reviews, and mentoring
  • Ensure seamless daily operations and client experience
  • Facilitate cross-functional strategic initiatives and special projects
  • Support new account onboarding processes

Benefits

  • Opportunity for professional development and growth
  • Engagement with senior management and key stakeholders
  • Diverse working environment with global presence
  • Emphasis on operational support and risk management
  • Access to resources across various business divisions
Full Job Description
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 by facilitating the onboarding of the NPWA client relationships. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills.

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 clients


  • Liaising with other areas supporting the PWM Business


  • Supporting new account onboarding processes


WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, New York, Miami (including Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Bachelor's Degree Required


  • Self-starter who takes ownership and can lead/manage projects independently


  • Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management


  • Strategic thinker with strong analytical skills


  • Knowledge and background in financial services


  • Interest in pursuing a career as a Wealth Management Professional


  • Ability to work in a fast-paced environment and think clearly under pressure


  • Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered


  • Highly organized and process oriented with strong attention to detail and excellent follow-through


  • Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care


  • Commitment to excellence and a high level of integrity


  • Strong interest in the financial markets and good investment sense/commercial instinct


  • Ability to multi-task and work with a variety of partners across the firm


  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment


  • Excellent verbal and written communication skills


  • Strong interpersonal skills and ability to build and foster a strong network of relationships


  • Creative approach to problem solving


  • People and Project Management experience a plus


  • SIE, Series 7 and 63 required (must be obtained within three months of employment)

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Finance & Insurance
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ
GS
* Ladders Estimates

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