Goldman Sachs
Asset & Wealth Management, PWM, Regional Lending Manager, Florida and Latin Amer
Goldman Sachs, West Palm Beach, Florida, United States, 33412
Asset & Wealth Management, PWM, Regional Lending Manager, Florida and Latin America Regions, Vice President - Miami
Pay Competitive Location West Palm Beach/Florida Employment type Full-Time Job Description
Req#: 112748
YOUR IMPACT The Private Bank is seeking a Regional Lending Manager (at the Vice President level) to cover our Florida and Latin America Regions. If you can provide a wide range of creative borrowing solutions against multiple asset classes, come join our team. This role will sit in our Miami Office. OUR IMPACT 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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Private Bank Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client’s wealth management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards. Regional Lenders are employees of Goldman Sachs Bank, USA HOW YOU WILL FULFILL YOUR POTENTIAL Establish and maintain strong internal relationships to drive lending activity Responsible for driving growth by identifying and implementing lending growth opportunities with PWM coverage teams Advise clients and advisors on appropriate tailored lending solutions and contribute to our reputation of excellence in execution Join prospect and client meetings with PWAs to raise awareness of Goldman Sachs Private Bank and the solutions available Act as first layer of control for new opportunities by pre-screening lending requests and structuring creative loan proposals that work for both the client and Firm. Partnering with our US Underwriting team on submitting credit memos and overall portfolio and risk management Taking the lead in navigating solutions for initial default situations or at risk accounts within your portfolio. Ensuring effective and consistent compliance to credit and control procedures Manage expectations through strong communication with clients and their PWAs Work with business and risk leaders to widen the scope of lending to Latin American clients SKILLS & EXPERIENCE WE’RE LOOKING FOR A Bachelor’s degree (MBA preferred for a more senior role) 8+ years’ experience in UHNW lending origination and credit analysis in a private bank or commercial banking organization, including knowledge of and experience in lending to Latin American clients with offshore assets in the United States Expert knowledge in Commercial Real Estate financing preferred Experience with underwriting other asset classes including securities-based loans, structured lending and private equity Ability to advise clients and where appropriate creatively structure sophisticated solutions to help clients meet their objectives Excellent communication skills, both oral and written Detail oriented with strong analytical skills Strong collaboration skills in a team environment Desire to continue the growth in a dynamic business Completion of a formal credit training program preferred Fluency in Spanish preferred ABOUT GOLDMAN SACHS 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., 2021. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity About the company
The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
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Pay Competitive Location West Palm Beach/Florida Employment type Full-Time Job Description
Req#: 112748
YOUR IMPACT The Private Bank is seeking a Regional Lending Manager (at the Vice President level) to cover our Florida and Latin America Regions. If you can provide a wide range of creative borrowing solutions against multiple asset classes, come join our team. This role will sit in our Miami Office. OUR IMPACT 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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Private Bank Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client’s wealth management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards. Regional Lenders are employees of Goldman Sachs Bank, USA HOW YOU WILL FULFILL YOUR POTENTIAL Establish and maintain strong internal relationships to drive lending activity Responsible for driving growth by identifying and implementing lending growth opportunities with PWM coverage teams Advise clients and advisors on appropriate tailored lending solutions and contribute to our reputation of excellence in execution Join prospect and client meetings with PWAs to raise awareness of Goldman Sachs Private Bank and the solutions available Act as first layer of control for new opportunities by pre-screening lending requests and structuring creative loan proposals that work for both the client and Firm. Partnering with our US Underwriting team on submitting credit memos and overall portfolio and risk management Taking the lead in navigating solutions for initial default situations or at risk accounts within your portfolio. Ensuring effective and consistent compliance to credit and control procedures Manage expectations through strong communication with clients and their PWAs Work with business and risk leaders to widen the scope of lending to Latin American clients SKILLS & EXPERIENCE WE’RE LOOKING FOR A Bachelor’s degree (MBA preferred for a more senior role) 8+ years’ experience in UHNW lending origination and credit analysis in a private bank or commercial banking organization, including knowledge of and experience in lending to Latin American clients with offshore assets in the United States Expert knowledge in Commercial Real Estate financing preferred Experience with underwriting other asset classes including securities-based loans, structured lending and private equity Ability to advise clients and where appropriate creatively structure sophisticated solutions to help clients meet their objectives Excellent communication skills, both oral and written Detail oriented with strong analytical skills Strong collaboration skills in a team environment Desire to continue the growth in a dynamic business Completion of a formal credit training program preferred Fluency in Spanish preferred ABOUT GOLDMAN SACHS 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., 2021. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity About the company
The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
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