Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas
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Senior$32B raised
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 C…
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Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas
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Full-time
bachelor degree
Training and development opportunities, Firmwide networks, Wellness programs, Personal finance offerings, Mindfulness programs
Posted 4d ago
~40 hrs/week
Responsibilities
The Team Lead manages day-to-day operations for the Center of Excellence NPWA Client Implementation team, focusing on team strategy, people development, and business growth. They oversee the onboarding process for Private Wealth Management clients while ensuring operational excellence and regulatory compliance.
Requirements
Candidates must hold a Bachelor's degree and possess strong knowledge of the Private Wealth Management industry. The role requires the ability to obtain SIE, Series 7, and Series 63 licenses within three months of employment.
Full 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.
OUR IMPACT
Asset & Wealth Management (AWM)
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 and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Our Wealth Management Professionals (WMP) support all aspects of our account opening business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.
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 GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges.
For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses.
Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance.
Find our Social Media Disclosures here: gs.com/social-media-disclosures
Offices: 200 West Street, New York, New York 10282, US
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