Global Banking & Markets Operations–Goldman Sachs Advisory Solutions–Head of Client Services–Se[...]

Goldman Sachs; Dallas (TX); On-site; USD 150,000 - 250,000; Full time

Job summary

Goldman Sachs is seeking a Senior Vice President of RIA Custody Client Services in Dallas to lead a high-touch service team. This role focuses on establishing client relationships, improving service standards, and driving strategic initiatives to enhance client satisfaction. The ideal candidate will have significant experience in client services and relationship management, with a strong drive for excellence and a commitment to team success.

Benefits

Diversity and inclusion programs

Training and development opportunities

Benefits and wellness offerings

Qualifications

• Minimum of 10 years client service experience, preferably in financial services.
• 3-5+ years of relationship or account management experience preferred.
• Series 7 & 63, 24 certifications required.

Responsibilities

• Oversee and manage a team of relationship managers.
• Drive transformational strategy to improve service standards.
• Establish strong data and management reporting.

Skills

Client service experience

Relationship management

Problem solving

Communication

Education

Bachelor’s degree

Tools

CRM or Salesforce

Job description

Global Banking & Markets Operations–Goldman Sachs Advisory Solutions–Head of Client Services–Senior Vice President–Dallas

Pay Competitive

Employment type Full-Time

Job Description

Req#: 112047

At Goldman Sachs, we connect people, capital, and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

YOUR IMPACT

Goldman Sachs is seeking a Senior Vice President of RIA Custody Client Services to join our world-class service team.

The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.

OUR IMPACT

Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

HOW YOU WILL FULFILL YOUR POTENTIAL

We’re looking for a Senior Vice President to lead our best-in-class Service Team in Dallas within the Goldman Sachs Advisor Solutions business line.

As part of this role, you will oversee and manage a team of dedicated relationship managers for multiple dedicated business-to-business clients and client direct engagement. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department.

RESPONSIBILITIES:

• Establish and drive transformational strategy to uplift service standards, improve workflows & manage reporting to measure and monitor a differentiated service experience.
• Build and expand a single point of contact, high touch service organization to engage and faceoff with high net worth advisory clients.
• Lead a world class, high touch service organization driving client satisfaction to ensure service level expectations are set and exceeded in an effort to capture addressable wallet share.
• Set the vision and goals for the service organization who face off and act as the primary relationship contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drives asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
• Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
• Ability to communicate complex information or ideas both verbally, in written form and via presentation in a clear, concise, and professional manner to achieve client objectives.
• Develops new business relationships across all platform offerings through strong relationships, market analysis and monitoring service levels.
• Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. Serve as an internal champion for clients.
• Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
• Create reporting that provides leadership transparency into segment or regional performance and goals.
• Establish strong data and management reporting to establish service level metrics related to scale and performance.

REQUIRED SKILLS AND EXPERIENCE:

• Bachelor’s degree
• Minimum of 10 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
• 3-5+ years of relationship or account management experience preferred.
• CRM or salesforce experience preferred.
• Series 7 & 63, 24
• Proven relationship management experience that has driven business growth.
• Maintain a high degree of creativity and independence in projects and problem solving.
• Ability to establish and maintain effective working relationships with all levels of management, employees, and clients.
• Ability to take the initiative and prioritize tasks, excellent time management, problem prevention and problem-solving skills.
• Technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
• Ability to operate in a fast-paced environment driving execution and prioritization to balance service, control, and scale.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

About the company

The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City.

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