Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers.
We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor.
RESPONSIBILITIES AND QUALIFICATIONS
Our Client Implementation team CI is seeking a Vice President to manage a team of 10-15 people who effectively oversee the client onboarding process to ensure due diligence is performed in compliance with trading regulations and new account opening requirements.
In this role, you will manage key client relationships and interact with Sales, Compliance, Credit, Risk, Legal and Operations stakeholders to ensure the effective onboarding of clients to Goldman Sachs.
As a member of the Client Onboarding organization, this individual will oversee a team that specializes in the review of client documentation and the approval of new accounts across all products and business lines within global markets.
You will need to be a quick learner and understand the regulatory environment to ensure that we are protecting the firm and our clients.
It is critical that this person has the ability to prioritize, meet deadlines and communicate to all levels of the organization to facilitate an excellent client onboarding experience.
The CI team manages key client relationships for the firm to help facilitate the front-to-back coordination and setup of client trading relationships across global markets.
The team is business and / or client-aligned and serves as the central point of contact working closely with internal stakeholders to understand dynamic changes in commercial demands for the business they support.
This team has regular engagement with clients and an in-depth understanding of the regulatory environment to effectively identify risk and escalate concerns with precision and accuracy.
HOW YOU WILL FULFILL YOUR POTENTIAL
Manage a team of 10-15 people and assist with cross-training, mentorship and career trajectory
Provide oversight to the day-to-day client onboarding process (ensuring due diligence is performed to comply with Know Your Customer regulations, requirements and internal policies)
Participate in regular meetings to maintain clarity and consistency surrounding workflow drivers
Design procedures to reflect changing regulatory requirements and process improvement
Help address client pain points using agile methodology and continuous improvement techniques
Oversee regulatory requirement changes and any enhancements to systems and procedures
Timely and effective escalation of potential relationship issues while devising possible resolutions
Develop required tracking and reporting to help identify risk and implement metric enhancements
Aptitude for building relationships and experience in liaising with clients on a global basis
Ability to communicate complex issues to clients with differing levels of product knowledge
Thrives in a teamwork oriented environment and works well under pressure
Excellent organizational skills to work in a dynamic environment with changing requirements
Keen focus on client experience to help increase throughput to speed up client’s time to market
Drive commercial outcomes across desks and clients to implement strategic initiatives
Identify Policy and Process Rationalization opportunities to streamline onboarding
Technology Uplift for workflow process to increase velocity and effectiveness of onboarding
Communication is of the highest professional standard to maintain client service excellence
SKILLS AND EXPERIENCE WE’RE LOOKING FOR
Qualifications : Bachelor’s degree required / Master’s degree preferred
Work Experience : 6 to 8 years of relevant full-time work experience within onboarding, operations and / or reconciliations driving best in class client service
People Management : Experience managing people in a coaching and advisory capacity
Client Service : Ability to build relationships with both external and internal clients
Leadership Abilities : Ability to think critically and apply thought leadership
Project Management : Experience handling small enhancements to large-scale initiatives
Analytical Skills : Analyzing large data sets and synthesizing into key themes combined with control mentality and meticulous attention to detail
Business Intelligence : Analyzing data and configuring operational metrics through self-service tooling : Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods and RPA robotics
Technical Skills : Expertise in Microsoft Office (Outlook, Word, Excel, and PowerPoint) required and the ability to understand and work with web-based applications
Process Improvements : Driving Regulatory Implementation, Orchestration and Workflow Uplifts
Results-Oriented : Ability to handle multiple, time-sensitive projects while focusing on the quality of work delivered, and helping lead projects and teams to a successful conclusion
Professional Maturity : Ability to manage confidential information with excellent judgment
Communication : Strong communication, organizational, and interpersonal skills
Prioritization : Ability to multi-task, flex, and work in a fast paced, ever-changing environment