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Consumer and Wealth Management (CWM)
Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.
PFM
Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients needs evolve.
RESPONSIBILITIES AND QUALIFICATIONS:SUMMARY
Under the general supervision of the Head Of Office (HOO) and Corporate Vice President (VP), the Business Operations Manager is responsible for the overall success of the assigned field offices projects and initiatives, and day-to-day office operations management, including budgets, human resources, communications, investment management, compliance and technology.
ESSENTIAL DUTIES & RESPONSIBILITIES
The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.
Ensures local office follows PFMs compliance standards and protocols.
Manages and oversees the compliance annual review process, Quarterly Office Review Form, risk management and pre-approvals, outs AUM, licenses, ADV oversight, Trade Error tracing and resolution.
Ensures all team members complete the Financial Tracking reporting requirements.
Manages and oversees the fee audit process .
Ensures performance on the security, portfolio and household level is calculated accurately and in a timely manner.
Ensures trades are placed within model and according to Adviser and client intentions.
Ensures portfolio accounting is accurate and timely.
Partners with HOO on preparation and creation of annual budget and oversees and manages local office budget including A/R, P&L, improving net revenue and tracking advice revenue.
Review, approve and process all invoices, check requests and office expenses.
Attends and participates on Technology & Platform related calls.
Maintains, and understands the execution of, the Business Continuity Plan.
PHYSICAL REQUIREMENTS
Ability to sit at desk for prolonged periods of time.
Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine.
Ability to read documents, reports, etc.
Ability to answer phones and communicate with callers.
MINIMUM QUALIFICATIONS:
Education and Experience:
Bachelors degree with minimum five years managing daily operations, and leading a team, in a financial environment; or equivalent combination of education and experience. Series 65 preferred.
Preferred Knowledge:
Preferred Skills:
CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)
The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.
ABOUT GOLDMAN SACHSAt 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. Were 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
Full Time
$105k-140k (estimate)
04/27/2024
05/10/2024
goldmansachs.com
CHICAGO, IL
>50,000
1869
JOHN COBLENTZ
>$50B
Banking