What are the responsibilities and job description for the Vice President, Client Relationship Management position at Folio Financial, Inc.?
Vice President, Client Relationship Management w / Folio Financial, Inc in Salt Lake City, Utah.
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Perform training of platform to onboarding advisors that are onboarding to the Firm.
Perform training of platform to internal departments.
Requires : Bachelor’s degree (U.S.
or foreign equivalent) in Finance, Business Administration, or related field.
Three (3) years of experience in the job offered or in a related role.
Prior experience must include three (3) years : Working on change management process improvement; communicating effectively and efficiently verbally and in writing with clients on open actionable items; and working with Excel to manage advisor tracking for transitions and manage data.
Prior experience must include two (2) years : Creating and managing transition tracking for all transitioning accounts, delivering to advisors daily updated tracking.
Travel required up to 10% travel domestically to support transition account opening effort.
Job Code : 8007916
QUALIFIED APPLICANTS : Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE.
The Goldman Sachs Group, Inc., 2025.
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Goldman Sachs is an equal employment / affirmative action employer Female / Minority / Disability / Veteran / Sexual Orientation / Gender Identity.