Global Banking & Markets, GS Select, Transition Vice President, Salt Lake City

Goldman Sachs • Salt Lake City, UT

12h • Onsite

About The Position

The Goldman Sachs Select ("GS Select") Transition Vice President is a critical role within the firm's growing 3rd Party Wealth securities-based lines of credit (“LOC”) business. This position is critical for managing the high-stakes movement of collateralized assets and refinancing processes for advisors at partner firms. As a Transition Vice President, you act as the one of the primary team members for the onboarding and refinancing lifecycle of LOCs. The role is inherently cross-functional, requiring a blend of technical Private Banking financial expertise, project management, high-touch client relationship skills, and risk management.

Requirements

• 5+ years in financial services, specifically in client-facing or servicing roles.
• Proven track record in project management.
• Bachelor’s degree.
• Proficiency in analytical tools (including Excel), technical system functions, and the ability to master new platforms quickly.
• Exceptional written and verbal communication; ability to manage time-sensitive tasks in a fast-paced environment.

Nice To Haves

• Familiarity with Private Banking and LOCs is preferred.

Responsibilities

• Coordinating the end-to-end refinancing of LOCs and the transfer of corresponding collateralized assets, including adherence to robust risk management procedures.
• Maintaining relationships with transitioning advisors and institutional contacts, providing best in class client service and communication.
• Leveraging project management tools to track transitions and provide real-time reporting to internal and external stakeholders.
• Handling sensitive client data to prepare comprehensive data packages, ensuring accuracy and compliance with operational policies.
• Demonstrating the GS Select platform to advisors, highlighting functionality and best practices to optimize their experience.
• Partnering with territory-based Regional Banking Directors and project management teams to support firms during complex transition phases.

Benefits

• training and development opportunities
• firmwide networks
• wellness and personal finance offerings
• mindfulness programs
• reasonable accommodations for candidates with special needs or disabilities during our recruiting process

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees