Global Banking & Markets - Vice President - RIA Custody Client Services - Dallas

Goldman Sachs • Dallas, TX

297d

About The Position

Goldman Sachs is seeking a Vice President of RIA Custody Client Services to join our world-class service team. The knowledge you'll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment. Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

Requirements

• Bachelor's degree
• 3-5+ years of relationship or account management experience preferred.
• CRM or salesforce experience preferred.
• Proven relationship management experience that has driven business growth.
• Maintain a high degree of creativity and independence in projects and problem solving.
• Ability to establish and maintain effective working relationships with all levels of management, employees, and clients.
• Ability to take the initiative and prioritize tasks, excellent time management, problem prevention and problem-solving skills.
• Technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
• Ability to operate in a fast-paced environment driving execution and prioritization to balance service, control, and scale.

Responsibilities

• Establish and drive transformational strategy to uplift service standards, improve workflows & manage reporting to measure and monitor a differentiated service experience.
• Build and expand a single point of contact, high touch service organization to engage and faceoff with high net worth advisory clients.
• Lead a world class, high touch service organization driving client satisfaction to ensure service level expectations are set and exceeded in an effort to capture addressable wallet share.
• Set the vision and goals for the service organization who face off and act as the primary relationship contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drives asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
• Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
• Ability to communicate complex information or ideas both verbally, in written form and via presentation in a clear, concise, and professional manner to achieve client objectives.
• Develops new business relationships across all platform offerings through strong relationships, market analysis and monitoring service levels.
• Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth.
• Serve as an internal champion for clients.
• Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
• Create reporting that provides leadership transparency into segment or regional performance and goals.
• Establish strong data and management reporting to establish service level metrics related to scale and performance.

Benefits

• Healthcare & Medical Services
• Competitive vacation policies based on employee level and office location.
• Financial support for higher education.
• Live financial education and content on a variety of topics.
• Medical advocacy service for employees and family members facing critical health situations.
• Counseling and referral services through the Employee Assistance Program (EAP).
• On-site fitness centers in some offices.
• Reimbursement for fitness club membership or activity fees.
• On-site child care centers that provide full-time and emergency back-up care.
• Adoption, surrogacy, egg donation and egg retrieval stipends.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree