Wealth Management Operations & Onboarding Specialist

Goldman Sachs; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking professionals to deliver exceptional operational support and risk management for client onboarding and relationship services. PWAs work closely with PWM clients, providing tailored guidance while collaborating with teams across the firm.

Ideal candidates have a financial services background, a strong interest in markets, and the ability to thrive in a fast-paced, team-oriented environment.

Qualifications

• Knowledge and background in financial services
• Interest in pursuing a career as a Wealth Management Professional
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in the financial markets and good investment sense
• Ability to multi-task and work with a variety of partners across the firm
• Entrepreneurial spirit coupled with a team orientation
• Excellent verbal and written communication skills
• Strong interpersonal skills and ability to build a network of relationships
• Creative approach to problem solving
• Strong project management and organizational skills
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

Responsibilities

• Leverage operational and financial background to contribute to a growing business
• Support new PWAs and PWM clients with onboarding and client service
• Coordinate with other areas supporting the PWM business
• Assist with new account onboarding processes

Skills

Financial services knowledge

Wealth management interest

Work under pressure

Financial markets interest

Multi-tasking

Entrepreneurial spirit

Strong communication

Interpersonal networking

Problem solving

Project management

SIE

Series 7 & 63

Job description

Goldman Sachs Wealth Management is seeking professionals to deliver exceptional operational support and risk management for client onboarding and relationship services. PWAs work closely with PWM clients, providing tailored guidance while collaborating with teams across the firm.

Ideal candidates have a financial services background, a strong interest in markets, and the ability to thrive in a fast-paced, team-oriented environment.