Global Banking & Markets Operations - Private Transaction Banking - Onboarding - Dallas - Vice President

Goldman Sachs•Dallas, TX

7d•Onsite

About The Position

The Client Onboarding team is seeking an additional seasoned and driven individual with experience and expertise working on and managing complex client onboardings in a commercial / Transaction Banking domain. This role provides the opportunity to create a world class client experience with direct contribution to the business’s top line. You will work with clients across their front to back journey from participating in RFPs, to driving onboarding and overseeing associated due diligence and documentation, managing complex implementations and successful go-lives. You will be responsible for leading and overseeing a small pod team and ensuring the successful onboarding and setup of clients across the TxB suite of products and services within that pod, while providing mentorship and guidance to junior team members across the broader TxB Onboarding team.

Requirements

BA/BS degree
5+ years of professional experience, 2+ years of those 5 years in a client facing role
Established expertise in KYC/CIP due diligence and expertise across US, UK, and European policy
Excellent project management skills, with innate ability to create organization and structure
Process oriented thinker, with the ability to simplify, streamline, and implement complex processes
Strong communication, presentation, and interpersonal skills, with ability to forge deep relationships with colleagues, clients, and senior leadership
Strong commitment to Client Service excellence and Risk and Compliance adherence
Thrives in a fast paced, dynamic environment, with a passion to learn at an exponential pace
Experienced in risk mitigation and ability to manage and resolve client-related issues and challenges on behalf of a small team
Experienced in building, training and scaling teams and in managing and developing direct reports

Nice To Haves

Familiarity with policy nuances for Transaction Banking clients is an added advantage

Responsibilities

Have accountability for creating a differentiated client experience throughout the onboarding and due diligence stages: generate client documentation based on client type, scope, and structure; perform end-to-end KYC/CIP due diligence for client, contract negotiation and execution, product setup, client training, and enabling a seamless go-live for the client
Partner with and enable Coverage team objectives, by orchestrating across internal partners including Legal, Risk, and Compliance to cater to clients of varying complexity, across jurisdictions and industries
Lead, manage, and professionally develop a small pod /team within the broader US Onboarding team; oversee and ensure onboarding and implementation deliverables within pod team are met and achieved while managing end-to-end onboarding metrics and reporting
Actively manage and report on onboarding throughput metrics while identifying opportunities to streamline and facilitate accelerated time-to-revenue objectives
Work closely with QA and second-line control teams to ensure correct application of policy across Client Onboarding
Actively work to enhance onboarding processes, incorporating product change management, and identify and implement efficiencies to streamline steps, reducing overall go-live timeline for client
Unblock any issues and challenges that may arise for clients or with internal deliverables; be creative and active with problem solving, collaborating across teams to mitigate challenges; serve as escalation contact for pod team and junior team members to unblock client issues and challenges.
Demonstrate keen acumen on risk and controls, processes and procedures, to ensure we deliver value to our clients in a robust and compliant manner
Establish effective communication channels and governance, both with clients as well as internal stakeholders, to ensure transparency on status, blockers, milestones – driving accountability and clarity across all parties
Work closely with servicing teams as the client goes live and through early-stage support, ensuring a seamless transition for the client as they move from a pre-go-live to business-as-usual mode
Serve as a go-to person for leadership team for any matters related to the clients’ pre-go-live journey
Play instrumental role in architecting career progression plans for direct reports by identifying development opportunities, assigning stretch projects, and mentoring them for future roles within the firm.