Global Banking & Markets, RIA Custody, Sales Services, Transitions, Associate - Dallas or Salt Lake City

The Transitions Associate role is responsible for contributing to the overall success of transitioning RIA firms onto the Goldman Sachs Advisor Solutions ("GSAS") platform. Their primary responsibilities include project management of advisory firms assigned by the Transition Leadership Team, ability to navigate the organization to find solutions that support client transitions, set-up strategic meetings with subject matter experts, host external meetings, and respond to client inquiries.

The role requires developing internal and external communication plans for advisory firms, in addition to coordinating with internal resources to maintain good project health and meet firm commitments / timelines. This individual is also responsible for ensuring all training needs are met and prepare them for a formal hand-off to our Client Services organization. Additional responsibilities include: oversight and support around client account opening, asset verification and transfer, account tracking and reconciliation, as well as partnering with internal stakeholders in support client relationships. The role will require an average of 20-30% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines.

• A minimum of 2-4 years industry experience in financial services
• At least 2-4 years in a client servicing and/or training capacity
• Strong written and verbal communication skills
• Task oriented, with strong analytical and tactical capabilities
• Proficient in MS Office products
• Advanced project leadership and time management skills
• Ability to learn quickly and train on new concepts / technical system functions
• Bachelor's degree in business administration or a related field

ABOUT GOLDMAN SACHS

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Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.