Wealth Management Operations & Onboarding Analyst

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

Health Services

Fitness facilities

Child Care & Family Care

Financial Wellness & Retirement

Job summary

Goldman Sachs Wealth Management is seeking a Wealth Management Professional in Dallas to support client onboarding and operational tasks within the Private Wealth Management team. You will collaborate with PWAs to ensure a smooth onboarding experience for high and ultra-high-net-worth clients by coordinating processes and cross-functional teams.

The role emphasizes attention to detail, strong communication, and organizational skills in a fast-paced environment, with licensing requirements to be

Qualifications

• SIE, Series 7 and 63 licenses required (must be obtained within three months of employment).
• Interest in pursuing a career as a Wealth Management Professional.
• Ability to work in a fast-paced environment and think clearly under pressure.

Responsibilities

• Provide operational support and risk management for PWM client onboarding.
• Support onboarding of new client relationships and PWAs.
• Collaborate with PWM teams to support client experience and account opening processes.

Skills

Financial services knowledge

Wealth management interest

Fast-paced environment

Financial markets interest

Multi-tasking

Entrepreneurial spirit

Communication skills

Interpersonal skills

Problem solving

Project management

Tools

SIE

Series 7

Series 63

Job description

Goldman Sachs Wealth Management is seeking a Wealth Management Professional in Dallas to support client onboarding and operational tasks within the Private Wealth Management team. You will collaborate with PWAs to ensure a smooth onboarding experience for high and ultra-high-net-worth clients by coordinating processes and cross-functional teams.

The role emphasizes attention to detail, strong communication, and organizational skills in a fast-paced environment, with licensing requirements to be