Asset & Wealth Management Operations - Client Onboarding & Configuration - Associate, Dallas jobs in United States
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Goldman Sachs · 1 day ago

Asset & Wealth Management Operations - Client Onboarding & Configuration - Associate, Dallas

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking an Associate for the Private Lending Services team to collaborate with various teams and ensure compliance and operational support for private lending processes.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Collaborate with cross-divisional partners, including engineering and business personnel on matters related to bank loan origination and servicing
Establish and drive transformational strategy to uplift service standards, improve workflows & manage reporting to measure and monitor risk and provide a differentiated service experience
Engage and collaborate with the Private Lending leadership to ensure appropriate team oversight on high risk functions, strategic initiatives, and daily volumes
Provide accurate and timely secondary reviews and approvals of customer due diligence (KYC) reviews
Manage process improvement and functional ownership of KYC within the Private Lending domain
Provide accurate and timely secondary reviews and approvals of loan fundings
Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
Showcase strong control and risk management strategies to ensure compliance with GS Bank USA (the most regulated entity at GS) while still providing excellent client service to PWM and Institutional clients
Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business

Qualification

Client service skillsRisk managementProcess improvementTeam collaborationOrganizational skillsRelationship buildingSelf-motivatedWork under pressure

Required

Bachelor's degree
3 years of professional experience
Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
Ability to manage a functional line and process
Ability to develop and nurture relationships with senior business leaders within cross divisional a team
Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work well under pressure in a team environment

Benefits

Training and development opportunities
Firmwide networks
Benefits
Wellness and 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