Wealth Management Operations-Private Wealth Management Data Aggregation-Salt Lake City- Senior Associate

Job Description

YOUR IMPACT

Goldman Sachs Data Aggregation is in search of an Associate to lead strategic initiatives focused on optimizing data processes, enhancing operational efficiency, and ensuring robust data quality and consistency across data aggregation and family office services offered within Private Wealth Management. This role will be critical in engaging with external vendors, executing throughput and enhancing the team's footprint and expertise. The Associate will play a pivotal role in mitigating risks, identifying and implementing process efficiencies, and engaging with stakeholders and colleagues to support strategic alignment and innovation.

OUR IMPACT

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.

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.

Data Aggregation, as a global team, has an integral role in designing and delivering strategic solutions that improve client experience and satisfy reporting needs for our Private Wealth clients. The team partners with PWM Management and other stakeholders regularly to develop new solutions aimed at digitizing and enhancing the internal and external consolidated reporting of client data. The team also partners with other teams in Operations, Technology, Product, Family Office, Legal, Compliance, and external vendors to ensure accurate and timely delivery of client data.

How You Will Fulfill Your Potential

• Strategic Vendor Engagement: Engage with external vendors to evaluate, onboard, and manage relationships, ensuring optimal service delivery
• Team Development & Expertise: Support our the team's footprint and expertise through talent acquisition, mentorship, and continuous professional development, fostering a culture of excellence and innovation.
• Risk Mitigation & Compliance: Identify, assess, and mitigate operational and data-related risks, ensuring adherence to regulatory requirements and internal policies in collaboration with Legal and Compliance teams.
• Process Optimization & Efficiency: Proactively identify opportunities and implement solutions to enhance operational efficiencies, streamline data aggregation processes, and reduce manual effort.
• Senior Stakeholder Engagement: Cultivate strong relationships with stakeholders across Wealth Management, providing regular updates, gathering requirements, and ensuring strategic alignment of data initiatives.
• Cross-Functional Collaboration: Collaborate extensively with Engineering, Legal, Compliance, and Business teams to define requirements, resolve issues, and ensure seamless integration and delivery of data solutions.
• Standardization & Consistency: Drive initiatives to centralize and streamline data aggregation workflows and methodologies, improving data consistency, quality, and reliability across the platform.
• Innovation & Technology Adoption: Stay abreast of industry trends and emerging technologies in data management and aggregation, evaluating and recommending solutions to enhance capabilities.
  
  

Qualifications

• Bachelor’s degree or equivalent work-related experience
• 3 years of experience in financial services, with a focus on data management, operations, or technology
• Proven experience in operational execution, and process improvement.
• Strong understanding of risk management principles and regulatory compliance within financial data.
• Ability to prioritize and manage multiple complex initiatives simultaneously.
• Excellent communication, interpersonal, and presentation skills, capable of engaging effectively with all levels of the organization, including senior leadership.
• Strong analytical and problem-solving abilities, with a strategic mindset.
• Proficiency with data aggregation tools, database concepts, and Microsoft Office Suite (Excel, PowerPoint).
• Experience collaborating with Engineering, Legal, Compliance, and Business teams.