Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President

Goldman Sachs • Dallas, TX

10d • Onsite

About The Position

Trade Operations is the backbone supporting our retirement-focused separately managed account platform. As a Vice President, you will be a leader on a team accountable for trade lifecycle management, portfolio operations, an industry-leading risk and control framework, and a project management roadmap that modernizes our platform through automation, data, and emerging technologies.

Requirements

• Bachelor’s degree from a four-year college or university required
• 7+ years of experience in trade operations, middle/back office, portfolio operations, or investment operations at an asset manager, hedge fund, custodian, or broker-dealer.
• Proven experience leading teams through change and transformation.
• Strong understanding of portfolio construction, rebalancing, reconciliation, and investment guidelines.
• Hands-on experience with Order/Execution Management Systems (OMS/EMS) e.g., RedBlack, Eclipse, Tamarac, Charles River, Eze, etc., Portfolio Accounting Systems, and reconciliation tools.
• Demonstrated success in project management and innovation, requirements gathering, testing, automation (Python, Alteryx, UiPath, Tableau/Power BI a plus), and AI use case identification.
• Robust risk and control mindset with experience designing pre/post-trade controls.
• Exceptional analytical, communication, and stakeholder management skills with the ability to engage and build consensus among stakeholders at every level.
• Ability to thrive in a high-pressure, deadline-driven, and collaborative environment.

Nice To Haves

• MBA, CFA, FRM, PMP, or Six Sigma certification strongly preferred.
• FINRA Series 7 and 63 preferred; Series 65, 24, or 99 a plus.

Responsibilities

• Oversee the full trade lifecycle — order management, execution support, allocation, settlement, and trade exception/break resolution.
• Partner with vendors, portfolio managers, and trading desks on daily reconciliation, rebalancing, cash management, corporate actions, and flow analytics.
• Ensure portfolios are accurately aligned with mandates.
• Build, document, and continuously enhance pre- and post-trade compliance controls, key risk indicators, and SOX-aligned procedures; lead Risk and Control Self-Assessments and drive the timely identification, escalation, and resolution of operational incidents.
• Coach, lead, and develop a team of Analysts and Associates. Set performance objectives, collaborate on career development plans, and foster an inclusive, high-performing culture aligned with the firm's Business Principles.
• Lead strategic client and internal initiatives, manage complex product events, and support new product and platform launches across broker-dealers, clearing firms, RIAs, TPAs, and retirement recordkeepers.
• Drive automation, workflow reengineering, and adoption of AI/ML, low-code platforms, and advanced analytics to reduce manual touchpoints, improve STP rates, and create operational alpha.
• Partner with Trading, Portfolio Management, Risk, Legal, Compliance, and Engineering to deliver scalable, controlled solutions.
• Provide clients and senior leadership with reporting on quality metrics, control posture, project delivery health, and innovation outcomes; represent Operations in firmwide governance forums and client meetings.

What This Job Offers

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