Wealth Management-PWM Client Onboarding & Configuration Transformation-Salt Lake City-Vice President

Goldman Sachs•Salt Lake City, UT

About The Position

YOUR IMPACT Are you looking to apply your problem resolution and product management skills while deepening your understanding of the Private Wealth Management (PWM) business? Our PWM Client Onboarding Transformation team is seeking a professional who is looking to collaborate with the PWM Business, Product Managers, Design, Legal, Compliance, and Engineering to develop and launch new products and workflows to drive the PWM Client Onboarding process. OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. Client Onboarding is a highly regulated team that focuses on account documentation, data integrity, risk management, and regulatory requirements. Client Onboarding Transformation is responsible for delivering new systems, workflows, and user experiences to properly capture all required information for regulatory compliance, firm policies, and to perform due diligence on all new clients. Our role is to develop tools that automate the enforcement of regulatory requirements while delivering a positive client experience during the onboarding process.

Requirements

Bachelor’s degree
Proficiency within MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
Exceptional organization skills
Strong attention to detail and ability to learn in a fast-paced environment
Good judgment, strong risk management and problem resolution skills
Ability to multi-task and prioritize accordingly
Excellent communication and presentation skills
Self-starter who is responsible, takes ownership of work, and can operate effectively and efficiently to complete assignments accurately and on time

Nice To Haves

Strong Excel skills are desired
5 years plus financial industry experience (Product Management, Project Management, AML, Compliance or other Client On-boarding Regulatory experience)

Responsibilities

Perform detailed research to build solid knowledge of current state processes while understanding key user pain points, process inefficiencies, regulatory requirements, and control gaps
Draft project requirements and all expected outcomes
Liaise with key stakeholders from Operations, Compliance, etc. to obtain sign-off
Coordinate sessions with subject matter experts within the team and lead effective discussions to gain necessary knowledge to include within requirements
Identify edge case scenarios and downstream impacts of new requirements
Participate actively and lead many requirements drafting sessions, grooming sessions, ensure all participants fully understand requirements, and review all testing scenarios for completeness
Conduct UAT (user acceptance testing) and review UAT results to provide sign-off
Assist with training users on new features and functionality and providing communications prior to launch
Present within various stakeholder sessions to obtain feedback and keep stakeholders informed on upcoming deliverables
Draft and/or review procedures, training materials, and various communications regarding product deliverables
Assist with data analysis and remediations related to project deliveries or related to ad hoc requests that arise through general business activities
Provide regular updates on workload, priorities, and status of key deliverables, taking ownership of their role in the success of any given production release and keeping all stakeholders informed
Cover other functions within the team based on business needs