Asset & Wealth Management, Communications Operations, Analyst - Richardson, TX

Goldman Sachs • Richardson, TX

2d • Onsite

About The Position

The Asset & Wealth Management division at Goldman Sachs focuses on empowering clients globally to achieve their financial objectives. This includes advisor-led wealth management services offering financial planning, investment management, banking, and comprehensive advice to a diverse clientele, as well as direct-to-consumer digital solutions for saving and investing. Growth in this sector is driven by a commitment to people, clients, and cutting-edge technology, data, and design. The Marcus by Goldman Sachs business combines a startup's entrepreneurial spirit with extensive experience, serving millions of customers with innovative products focused on value, transparency, and simplicity.

Requirements

• Strong SQL (Structured Query Language) skills
• 1+ years’ work experience
• 1+ years’ experience with communication automation tools and/or CRM systems
• Proficiency in Alteryx, Excel, HTML, Jira, Gitlab
• Experience collaborating cross-functionally to support business goals and requirements
• Strong quantitative and data analytical skills to monitor and identify trends or risks
• Aptitude to manage multiple tasks by demonstrating project planning, project management, organization, and time management skills and strong attention to detail
• Proven record of building and adhering to processes to ensure efficiency
• Managing external vendors
• Excellent written and verbal communication skills
• Ability to interact with all personnel levels of the organization
• Ability to adapt to new changes and new challenges
• Ability to communicate requirements for consumption by Technology
• Bachelor’s degree required

Nice To Haves

• Certification in SQL is a plus
• Financial Services, Consumer / Retail Banking experience is a plus
• Braze, Adobe Campaign experience is a plus
• Comms auditing/validation automation and AI enablement across the operations
• Strong project management background with the ability to determine and communicate prioritization
• Self-starter with a strong sense of urgency and ability to perform under tight timelines
• Strong organization, communication and critical thinking skills
• Strong implementation/execution experience
• Strong attention to detail and quick learner
• Ability to effectively manage complex and/or multiple projects to completion on time autonomously

Responsibilities

• Support the execution and testing of all Marketing, Servicing, and Regulatory communications for the Marcus Savings business.
• Manage the operations and deployment of new customer communications (direct mail, email, InApp, Banners, Push) and monitor delivery and enhancement of existing communications.
• Interpret communication requirements, set up workflows and segmentation lists, perform HTML edits for emails, and conduct rigorous campaign testing for accuracy.
• Collaborate with stakeholder teams to ensure input and alignment.
• Work with external vendors to support communication deployment.
• Review existing deployment processes, audit communications and SOPs, and identify areas for improvement in speed to market or reduction of operational risk, in partnership with Business Controls teams.
• Create a communications execution calendar and project manage all work in the team queue, maintaining the calendar on an ongoing basis.
• Partner with customer retention counterparts to define campaign requirements for net new communications.
• Troubleshoot and enhance communications in close collaboration with technology and product partners.
• Build, test, and launch customer communications for both direct mail and email programs to meet business goals and compliance requirements.
• Perform regular manual auditing and validation of communications to ensure accuracy, and research each discrepancy.
• Build and maintain relationships across various functional teams (Product, Creative Services, Data Engineering, Marketing, Legal, Compliance, Contact Center, Business Controls, etc.) to enable ongoing collaboration.
• Develop clear KPI reporting to ensure growth and operational targets are met, and identify emerging trends or risks.
• Manage third-party vendors for deployment of communication and account fulfillment activities.

Benefits

• Valuable and competitive benefits and wellness offerings
• Generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level