Client Onboarding & Configuration

As part of the Wealth Management Operations team at Goldman Sachs, you will play a crucial role in empowering clients and customers globally to achieve their financial goals. The advisor-led wealth management businesses offer a wide range of financial services, including financial planning, investment management, banking, and comprehensive advice to various clients such as ultra-high net worth individuals, family offices, and corporations. Additionally, the consumer business provides digital solutions for customers to manage their finances effectively. The growth within Wealth Management is driven by a strong focus on people, clients, cutting-edge technology, data, and design. In the Operations segment, you will collaborate with different parts of the firm to deliver banking, securities, and asset management services to clients worldwide. Operations is responsible for risk management, controls, and developing processes to support business flow for new products and trades. As a seasoned professional in the PWM Client Onboarding team, your role will involve partnering with various departments like Sales, Compliance, Legal, and Business Management to ensure smooth client onboarding processes. You will need to navigate regulatory requirements effectively while providing operational support. Your strategic leadership will be key in developing a vision for client onboarding aligned with the firm's objectives. Managing complex account structures, ensuring compliance with legal and regulatory requirements, and establishing performance indicators for tracking onboarding progress will be essential aspects of your role. Building strong relationships with stakeholders, optimizing processes, and resolving issues efficiently will also be part of your responsibilities. To excel in this role, you should possess a bachelor's degree in Finance, Business Administration, or a related field, along with at least 10 years of experience in financial services focusing on client onboarding, KYC/AML compliance, and risk management. Strong leadership skills, proactive problem-solving abilities, excellent interpersonal and communication skills, and a track record of managing multiple tasks effectively are crucial. Preferred qualifications include relevant certifications, a proactive and team-oriented attitude, attention to detail, and the ability to work well under pressure. Goldman Sachs is committed to diversity and inclusion and offers various opportunities for professional and personal growth. If you are looking to contribute to a leading global investment banking and management firm that values your unique skills and experiences, this position could be a great fit for you.,