Asset & Wealth Management, Marcus, Money Movement & Reconciliation Team Lead, Analyst - Richardson, TX/Draper, UT jobs in United States
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Goldman Sachs · 3 days ago

Asset & Wealth Management, Marcus, Money Movement & Reconciliation Team Lead, Analyst - Richardson, TX/Draper, UT

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Money Movement & Reconciliation Team Lead to manage operations, coach teams, and enhance customer service within their wealth management division.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Lead, manage and supervise the day-to-day operations of a team of 15-18 representatives
Monitor and evaluate performance of the team, rewarding behaviors and/or performance when appropriate and addressing performance and behavioral issues as they arise
Train, provide direction and enforce policies and standards to help the staff achieve departmental goals and objectives
Establish schedules for team members
Assist with interviewing and selection of team members and serve as a role model/mentor to your team and others
Conduct weekly one-on-ones and bi-monthly staff meeting, as well as on-the-spot coaching / feedback
Monitor cases and work closely with the QA teams to closely manage ongoing professional and personal development of operations team members
Create and maintain an environment with intense focus on customer satisfaction and professional customer support balanced with consistent achievement of standard business objectives
Provide hands-on assistance to team members while serving as an escalation point for the operation's customer issues and complaints
Offer guidance to the management team in such areas as real time operational performance, ensuring that service level targets are achieved as set by the business
Recommend improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy
Assist in project planning and identification of issues by monitoring projects and delivering the improvement/process on time
Oversee ACH Exception process flow and Outgoing wire processing
Manage Money Movement General Ledgers exceptions and escalations timely

Qualification

Supervisory experienceCustomer service experienceProcess improvementsLeadership in startupMoney Movement experienceSelf-directedDetail orientedTeam-orientedPositive attitude

Required

Associates or Bachelor's degree or equivalent military experience
Minimum of 3 years in supervisory experience
Strong understanding of customer service experience and process improvements
Must be self-directed, detail oriented, driven and able to work independently in a team-oriented and fast paced environment and have a positive attitude

Preferred

Leadership experience in a startup environment
Deposit Money Movement & Reconciliation experience

Benefits

Training and development opportunities
Firmwide networks
Benefits
Wellness
Personal finance offerings
Mindfulness programs

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

H1B Sponsorship

Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)

Funding

Current Stage
Public Company
Total Funding
$6B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase