Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Marcus by Goldman Sachs

• Responsible for setting team level strategic action plans, by developing vision, setting high standards and executing to ideas
• Oversee a high performing operation teams to achieve business goals in customer service and maintain employee satisfaction by providing leadership, communication, coaching and professional development to direct reports and their teams.
• Ensure timely, quality resolution of customer/client inquiries.
• Provide workload management for cross functional teams, ensuring that all SLAs are met on a consistent basis.
• Manage Money Movement General Ledgers exceptions and escalations timely.
• Oversee ACH Exception process flow and Outgoing wire processing.
• Responsible for hiring of staff and developing key business tactics and plans to ensure departmental service levels and customer satisfaction levels are achieved.
• Proactively resolve potential issues, with escalation as appropriate.
• Creates and maintain an environment with intense focus on customer satisfaction and professional customer support balanced with consistent achievement of standard business objectives.
• Work closely with cross functional partners to ensure collaboration and process efficiencies are maintained.
• Drives improvements in business processes and ensures optimal resource utilization and audit compliant administrative process and strategy.
• Assist in documenting business requirements that can drive business process improvements and simplification

• Bachelor's degree or 6+ years of experience
• Minimum of 3+ years of banking or contact center operation experience and supervisory experience
• Must be self-directed, detail oriented, critical thinker, positive attitude, driven, able to work independently in a team-oriented and fast paced environment

• Leadership experience in a startup environment
• Money Movement Reconciliation experience