Asset & Wealth Management Operations-Shareholder Services -Client Operations-Dallas-Vice President
Goldman Sachs Bank AG
Asset & Wealth Management Operations-Shareholder Services -Client Operations-Dallas-Vice President location_on Dallas, TX, United States A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential while you discover your own. As part of one of the world's leading asset managers, with over $2 trillion in assets under supervision, you will participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. We provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals — bringing together traditional and alternative investments with a focus on long-term performance. Our Impact Client Operations and Global Shareholder Services form a global, sales-aligned service organization that provides investor servicing and recordkeeping focused on enabling distribution, providing consultative services, and creating scale and controls. As a Vice President, you will lead a team responsible for delivering a world-class client experience across mutual funds, ETFs, Collective Trusts, money market funds, retirement/DC products, and alternative investment vehicles distributed through institutional partners, intermediaries, and recordkeepers. Your Impact – Primary Responsibilities of Client Operations Client Service & Relationship Management: Serve as a senior point of engagement for institutional clients, intermediaries, and sales partners. Lead service reviews and nurture enduring, trusted advisor relationships with key accounts, ensuring alignment of objectives and a consistently positive client experience. Operations Processing: Own end-to-end daily processing for account reconciliation, money movements (purchases, redemptions, dividends), corporate actions, and books and records maintenance with custodian banks, transfer agents, and fund administrators; ensure timely, accurate, and audit-ready execution. Risk & Control Framework: Design, document, and continuously enhance controls, key risk indicators, and SOX-aligned procedures; lead Risk and Control Self-Assessments and drive timely identification, escalation, and resolution of operational incidents. People: Coach, lead, and develop a team of Analysts and Associates; set performance objectives, collaborate on career development plans, and foster an inclusive, high-performing culture aligned with the firm's Business Principles. Regulatory & Fiduciary Quality: Oversee adherence to SEC, FINRA, ERISA, and DOL requirements, including N-PORT, N-CEN, NFMP, and year-end tax reporting; partner with Legal and Compliance on filings, disclosures, and policy updates. Distribution Enablement: Lead strategic client and internal initiatives, manage complex product events, and support new product/platform launches across broker-dealers, clearing firms, RIAs, TPAs, and retirement recordkeepers. Communication & Reporting: Deliver reporting on operational performance, risk posture, client metrics, product flows, and team capacity; represent Operations in governance forums and client meetings. Qualifications Bachelor's degree from a four-year college or university required, MBA, CFA, or relevant professional certification a plus. 7+ years of progressive experience in asset management operations, mutual fund operations, transfer agency, or related financial services functions. Expertise in mutual funds, ETFs, Collective Trusts, money market funds, alternative investment vehicles, and ERISA retirement plan structures. Strong critical thinking, analytical, and problem-solving skills with a control/risk mindset and keen attention to detail. Proficiency with tools of the trade: advanced Excel, Portfolio Accounting Systems (PAS), CRM platforms, emerging AI applications, custodial portals, and collaborative workflow tools such as Confluence and Jira. Exceptional client service orientation with the proven ability to manage senior client relationships and navigate sensitive escalations. Exceptional written and verbal communication skills, with the ability to engage and build consensus among stakeholders at every level. Licensing may be required for certain responsibilities: FINRA Series 7 and 63 preferred; Series 24 or 65 a strong plus. Proven capacity to perform with composure and effectiveness in a fast-paced, deadline-driven, highly regulated environment. Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. #J-18808-Ljbffr Goldman Sachs Bank AG
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