Goldman Sachs

Global Banking & Markets - Senior Vice President - RIA Custody Client Services -

Goldman Sachs, Dallas

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YOUR IMPACT
Goldman Sachs is seeking a Senior Vice President of RIA Custody Client Services to join our world-class service team. The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.

Job Description
YOUR IMPACT
Goldman Sachs is seeking a Senior Vice President of RIA Custody Client Services to join our world-class service team. The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.
OUR IMPACT
Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.
How You Will Fulfill Your Potential
We’re looking for a Senior Vice President to lead our best-in-class Service Team in Dallas within the Goldman Sachs Advisor Solutions business line. As part of this role, you will oversee and manage a team of dedicated relationship managers for multiple dedicated business-to-business clients and client direct engagement. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department.
Responsibilities

Establish and drive transformational strategy to uplift service standards, improve workflows & manage reporting to measure and monitor a differentiated service experience.
Build and expand a single point of contact, high touch service organization to engage and faceoff with high net worth advisory clients.
Lead a world class, high touch service organization driving client satisfaction to ensure service level expectations are set and exceeded in an effort to capture addressable wallet share.
Set the vision and goals for the service organization who face off and act as the primary relationship contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drives asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
Ability to communicate complex information or ideas both verbally, in written form and via presentation in a clear, concise, and professional manner to achieve client objectives.
Develops new business relationships across all platform offerings through strong relationships, market analysis and monitoring service levels.
Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. Serve as an internal champion for clients.
Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
Create reporting that provides leadership transparency into segment or regional performance and goals.
Establish strong data and management reporting to establish service level metrics related to scale and performance.

Required Skills And Experience

Bachelor’s degree
Minimum of 10 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
3-5+ years of relationship or account management experience preferred.
CRM or salesforce experience preferred.
Proven relationship management experience that has driven business growth.
Maintain a high degree of creativity and independence in projects and problem solving.
Ability to establish and maintain effective working relationships with all levels of management, employees, and clients.
Ability to take the initiative and prioritize tasks, excellent time management, problem prevention and problem-solving skills.
Technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
Ability to operate in a fast-paced environment driving execution and prioritization to balance service, control, and scale.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Business Development and Sales

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