What are the responsibilities and job description for the Global Banking & Markets, RIA Custody, Sales Services, Transitions, Associate - Dallas or Salt Lake City position at Goldman Sachs?
Job Description
The Transitions Associate role is responsible for contributing to the overall success of transitioning RIA firms onto the Goldman Sachs Advisor Solutions (“GSAS”) platform. Their primary responsibilities include project management of advisory firms assigned by the Transition Leadership Team, ability to navigate the organization to find solutions that support client transitions, set-up strategic meetings with subject matter experts, host external meetings, and respond to client inquiries.
The role requires developing internal and external communication plans for advisory firms, in addition to coordinating with internal resources to maintain good project health and meet firm commitments / timelines. This individual is also responsible for ensuring all training needs are met and prepare them for a formal hand-off to our Client Services organization. Additional responsibilities include: oversight and support around client account opening, asset verification and transfer, account tracking and reconciliation, as well as partnering with internal stakeholders in support client relationships. The role will require an average of 20-30% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines.
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 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.
The Transitions Associate role is responsible for contributing to the overall success of transitioning RIA firms onto the Goldman Sachs Advisor Solutions (“GSAS”) platform. Their primary responsibilities include project management of advisory firms assigned by the Transition Leadership Team, ability to navigate the organization to find solutions that support client transitions, set-up strategic meetings with subject matter experts, host external meetings, and respond to client inquiries.
The role requires developing internal and external communication plans for advisory firms, in addition to coordinating with internal resources to maintain good project health and meet firm commitments / timelines. This individual is also responsible for ensuring all training needs are met and prepare them for a formal hand-off to our Client Services organization. Additional responsibilities include: oversight and support around client account opening, asset verification and transfer, account tracking and reconciliation, as well as partnering with internal stakeholders in support client relationships. The role will require an average of 20-30% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines.
- A minimum of 2-4 years industry experience in financial services
- At least 2-4 years in a client servicing and/or training capacity
- Strong written and verbal communication skills
- Task oriented, with strong analytical and tactical capabilities
- Proficient in MS Office products
- Advanced project leadership and time management skills
- Ability to learn quickly and train on new concepts / technical system functions
- Bachelor’s degree in business administration or a related field
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 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.
