Asset & Wealth Management, Wealth Solutions, Vice President - Dallas

Goldman Sachs

Dallas (TX)

On-site

USD 130,000 - 200,000

Full time

14 days+
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Job summary

Goldman Sachs is looking for a Vice President based in Dallas to drive AI strategy and automate workflows within Wealth Solutions. This role requires partnering with senior leaders across the organization to align strategies and promote revenue growth.

The ideal candidate will have a Bachelor’s degree, over 8 years of project management experience, and expert skills in Excel and PowerPoint. The position offers a dynamic environment where you can lead strategic initiatives and present to senior management.

Qualifications

  • 8+ years of relevant work experience including project management.
  • Strong quantitative and analytical skills.
  • Ability to lead and manage multiple projects.

Responsibilities

  • Execute key operating and strategic initiatives for Wealth Solutions.
  • Drive AI strategy and adoption through embedding AI-enabled tools.
  • Automate manual workflows and streamline reporting.

Skills

Project management
Excel expertise
Analytical skills
PowerPoint presentation
Communication skills
Financial modeling
Data analysis

Education

Bachelor’s degree

Job description

Job Description

We are seeking a Vice President based in Dallas to report to the COO of Wealth Solutions and partner with business leaders globally to align business strategy, drive AI strategy, automate manual workflows, and enable revenue growth. The role involves working across the organization with senior leaders in Finance, Legal, Risk, Compliance, Technology, Operations, Marketing, Real Estate, and other cross‑divisional partners.

Responsibilities
  • Execute key operating and strategic initiatives for Wealth Solutions in partnership with business leaders globally.
  • Drive AI strategy and adoption by identifying high‑impact use cases, embedding AI‑enabled tools into business processes and measuring execution against strategic priorities.
  • Automate manual workflows and streamline reporting, controls and operating processes to improve scalability, efficiency and execution quality.
  • Solve ambiguous and ad‑hoc problems and use organizational skills to project‑manage remediation.
  • Liaise with cross‑divisional businesses such as HCM, CWS, Operations, Engineering, Compliance and Legal to develop and execute project plans in order to achieve business objectives.
  • Lead location strategy and project management across 80+ offices and $100M+ in occupancy expense a year in partnership with business unit leadership.
  • Partner with senior leadership to identify, define and document ongoing project objectives and requirements.
  • Proactively suggest to leadership new ways to further enhance our business through analysis and reporting.
  • Deliver key results to senior management using Excel and PowerPoint to develop leadership materials that help articulate progress in a clear and concise manner.
  • Focus on expense discipline, process optimization and automation to create operating leverage across the business.
  • Own key strategic initiatives on behalf of senior stakeholders.
Qualifications
  • Bachelor’s degree required.
  • 8+ years of relevant work experience including project management.
  • Advanced Excel expertise required, including strong quantitative and analytical skills, financial modeling, data analysis and executive reporting.
  • Self‑starter who learns quickly and is attentive to detail.
  • Ability to conceptualize and design PowerPoint presentations to clearly convey information to leadership.
  • Strong project management skills; self‑driven; ability to work independently and cross‑functionally.
  • Demonstrate an ability to effectively communicate and present results highlighting the broader commercial and strategic impact.
  • Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders.
  • Strong written and oral communication skills with confidence and ability to create structure and present messages to senior audiences.
  • Ability to lead and manage multiple projects and meet competing deadlines – deep project management skills are a must.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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