Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Onboarding & Configuration Lead

The Goldman Sachs Group

The Goldman Sachs Group, Inc. in Dallas, Texas is seeking a Senior Associate for Client Onboarding & Configuration to establish new client accounts by understanding various account structures and documentation requirements. The role involves performing due diligence to comply with internal policies and regulatory obligations, coordinating with Wealth Management teams, and ensuring timely processing of documents and product requests. #J-18808-Ljbffr The Goldman Sachs Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Onboarding & Configuration Lead in Dallas, TX vacancy
  • Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering client service and supporting high-net-worth clients. The role involves leading advisory teams, coordinating asset consolidation, and implementing financial plan... 
    Suggested

    Nuveen

    Dallas, TX
    1 day ago
  • YOUR IMPACT  The COE NPWA CI Team Lead WMP as a member of the COE Management Team...  ...with NPWAs nationally to help their clients through the onboarding process. The team lead will provide...  ...requires good knowledge of the Private Wealth Management industry complemented by... 
    Suggested

    Goldman Sachs

    Dallas, TX
    3 days ago
  • Farther in Dallas is seeking a Senior Managing Director to support high-net-worth families with financial planning. This role combines client operations and advisor support, focusing on delivering excellent client service and managing ongoing account needs. Candidates... 
    Suggested

    Farther

    Dallas, TX
    1 day ago
  •  ...transforming the multi-trillion dollar wealth management industry by building an AI...  ...and deliver superior outcomes for their clients. We're looking for exceptional talent...  ...The opportunity We're looking for an Onboarding Program Lead, Enterprise to own the onboarding experience... 
    Suggested
    Work at office
    3 days per week

    altruist

    Dallas, TX
    2 days ago
  • $65k

     ...Job Description Job Description Our client’s Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory...  ...technology. We are seeking a Senior KYC / Onboarding Lead to work with a leading alternative... 
    Suggested
    Permanent employment
    Contract work
    Work at office

    G MASS

    Dallas, TX
    4 days ago
  • A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and... 

    JPMorgan Chase

    Dallas, TX
    4 days ago
  •  ...On-site in Dallas, TX   Our client seeks a Network Security Team Lead to design the Palo Alto Panorama...  ...Panorama deployment, and establish onboarding sequences with validation and rollback...  ...and produce the fleet inventory, configuration archetype map, dependency... 
    Hourly pay
    Local area

    Eliassen Group

    Dallas, TX
    16 days ago
  •  ...transforming the multi‑trillion dollar wealth management industry by building an AI...  ...and deliver superior outcomes for their clients. We’re looking for exceptional talent...  ...We’re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist... 
    Full time
    Work at office
    Immediate start
    3 days per week

    Altruist

    Dallas, TX
    3 days ago
  • G MASS Consulting is seeking a Senior KYC / Onboarding Lead in Dallas to manage high‑volume client onboarding in a fast-paced financial services setting. You will own end-to-end onboarding oversight, review complex documentation, and lead discussions with clients to keep... 
    Contract work

    G MASS Consulting

    Dallas, TX
    16 hours ago
  • Altruist in Dallas is seeking an Onboarding Program Lead, Enterprise to own the onboarding experience for the firm's largest and most complex clients. You will manage end-to-end engagements, set milestones and playbooks, and collaborate with Sales, Product, and Customer... 

    altruist

    Dallas, TX
    2 days ago
  •  ...cutting‑edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators...  ...team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... 
    Shift work

    Farther

    Dallas, TX
    1 day ago
  • $125k - $187.5k

     ...no surprises, and no tradeoffs on what matters most. About The Client Success Team The Client Success team at affirm is focused on...  ...the work. All new hires will be invited to attend an in-person onboarding experience. Benefits Designed For You Our benefits reflect our... 
    Contract work
    Work at office
    Remote work
    Flexible hours

    Affirm

    Dallas, TX
    1 day ago
  •  ...seeking a risk-focused professional to support the Platform Sponsorship Program, overseeing onboarding, due diligence, and ongoing governance for sponsored and merchant clients. You will work within the Enterprise Payments 1st Line of Defense and partner with multiple... 

    Huntington Bancshares, Inc.

    Dallas, TX
    2 days ago
  • G MASS is seeking a Senior KYC / Onboarding Lead to support our US-based financial services client in the syndicated loan market. This client-facing role requires onboarding expertise, meticulous attention to detail, and the ability to move quickly without compromising... 

    G MASS

    Dallas, TX
    4 days ago
  • Cetera Financial Group is seeking an Onboarding and Transitions professional to drive efficient account migrations and serve as the primary...  ...-team collaboration to accelerate asset movement. Travel to client offices up to 80-90% is required, with a focus on compliance, accuracy... 

    Cetera Financial Group

    Dallas, TX
    1 day ago
  • Altruist is seeking an Onboarding Specialist to guide advisory firms from post-sale handoff to a launched, self-sufficient practice on...  ...Operations, Product, Engineering, and Compliance to ensure smooth transitions and measurable value for clients. #J-18808-Ljbffr Altruist

    Altruist

    Dallas, TX
    3 days ago
  • $94.4k - $266.3k

     ...global professional services company with leading capabilities in digital, cloud and...  ...and human ingenuity every day, serving clients in more than 120 countries. We embrace the...  ...diving into the details of workstreams and configuring Oracle solutions. Or you specialize in one... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Irving, TX
    16 hours ago
  •  ...Lead Structured Cabling Technician The Lead Structured Cabling Technician is responsible...  ...successful network integration of Client, verifying connectivity and performance....  ...engineers to adjust AP placement or configuration as needed. Compliance and Quality Assurance... 
    For contractors
    Local area

    ACAV and Associates LLC

    Syracuse, NY
    3 days ago
  •  ...SSR is a leading engineering firm seeking a Client Relationship Manager I to lead regional client relationships and drive Total Project Success across people, product, and profit. You’ll acquire work through exceptional delivery, align SSR services to client needs, and... 

    Smith Seckman Reid

    Dallas, TX
    3 days ago
  • $159.75k - $197.33k

     ...23What you'll do:As a HRIS Workday Team Lead, you'll be responsible for supporting the...  ...in the hands-on development and configuration of Workday application. One of your key...  ...Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes... 
    Full time

    Western Alliance Bank

    Dallas, TX
    2 days ago
  •  ...Automation Lead Job Type: Permanent Full Time Description: Automation Lead...  ...one. This position is located at our client site in Cleveland, OH, Pittsburgh, PA, or...  ...OS patching, base image updates, SSL/TLS configuration, infrastructure config changes, and... 
    Permanent employment
    Full time
    Temporary work
    Local area

    System One

    Dallas, TX
    more than 2 months ago
  •  ...Automation Lead – DevSecOps & Vulnerability Management Job ID: J0526-2181 Location...  .../ Dallas, TX Work Model: Onsite at Client Site Employment Type: Permanent Full...  ...patching, base image updates, SSL/TLS configuration, infrastructure configuration changes, and... 
    Permanent employment
    Full time
    Local area

    System One

    Dallas, TX
    a month ago
  •  ...consecutive years. Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies...  ...deliver results that matter. You'll partner with clients, media leads, analytics teams, and creative collaborators to design and... 
    Work experience placement
    Local area
    Shift work

    PMG

    Dallas, TX
    24 days ago
  •  ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...  ..., vulnerability management, monitoring, incident response, or configuration management. •    Ability to understand how security processes... 
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Addison, TX
    a month ago
  •  ...relationships and close collaboration with clients across the globe. You\'ll work with...  ...Responsibilities The Oracle Cloud ERP Financials Lead Consultant is a key member of the...  ...the full project life cycle: planning, configuration, design, build, testing, training, go-... 
    Full time

    IBM

    Irving, TX
    1 day ago
  •  ...BIG ID Lead (Data Privacy) Job Description:   Primary Skills: BIGID implementation...  ..., CCPA, HIPAA, etc.) Work closely with client stakeholders to determine technical...  ...specific business objectives at hand Configuring data source for Scanning, defining... 

    Arnex Solutions LLC

    Dallas, TX
    2 days ago
  • Melius Consulting is seeking a Wealth Management Agent to educate clients on financial strategies, insurance, retirement, and estate planning. This remote/hybrid role offers training and the chance to grow with industry leaders while helping individuals and business owners... 
    Remote job

    Melius Consulting

    Dallas, TX
    2 days ago
  • $62.8k - $218.8k

     ...Technology Centers (ATCs) are the engine for reinvention in our clients’ transformation journey. Powered by more than 255,000 people...  ...most complex client challenges. The work: As a Software Configuration Lead, you will be responsible for ensuring the product delivery... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area
    3 days per week

    Accenture

    Dallas, TX
    4 days ago
  • Loenbro seeks a Preconstruction Manager to lead strategic client relationships and oversee opportunities from identification through award or closeout. You will collaborate with estimating, operations, business development, and marketing to deliver proposals that meet regional... 

    Loenbro

    Dallas, TX
    4 days ago
  • Moroch is seeking a Senior Account Executive to lead day-to-day client relationships and guide strategic communications. You will translate client goals into tactical marketing plans, coordinate cross-functional teams, and drive the execution of integrated campaigns across... 

    Moroch Partners

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Onboarding & Configuration Lead. Be the first to apply!