Global Banking & Markets, GS Select, Transition Associate, Salt Lake City

Global Banking & Markets, GS Select, Transition Associate, Salt Lake City Salt Lake City, Utah, United States Job Description TheGoldman Sachs Select ("GS Select") Transition Associate is a critical role within the firm's growing 3rd Party Wealth securities-based lines of credit (“LOC”) business. This position manages the high-stakes movement of collateralized assets and refinancing processes for advisors at partner firms. Role Overview As a Transition Associate, you serve as one of the primary team members for the onboarding and refinancing lifecycle of LOCs. The role is inherently cross‑functional, requiring a blend of technical Private Banking financial expertise, project management, high‑touch client relationship skills, and risk management. Core Responsibilities LOC Specialization: Coordinating the end‑to‑end refinancing of LOCs and the transfer of corresponding collateralized assets, adhering to risk‑management procedures. Client Relationship Management: Maintaining relationships with transitioning advisors and institutional contacts, providing best‑in‑class client service and communication. Pipeline & Project Management: Leveraging project‑management tools to track transitions and provide real‑time reporting to stakeholders. Data Integrity: Handling sensitive client data to prepare comprehensive data packages, ensuring accuracy and compliance with operational policies. Platform Advocacy: Demonstrating the GS Select platform to advisors, highlighting functionality and best practices. Strategic Collaboration: Partnering with Regional Banking Directors and project‑management teams to support firms during complex transition phases. Requirements and Qualifications Experience: 2–3 years in financial services, specifically in client‑facing or servicing roles. Familiarity with Private Banking and LOCs is preferred. Leadership: Proven track record in project management. Technical Skills: Proficiency in analytical tools (including Excel), technical system functions, and the ability to master new platforms quickly. Soft Skills: Exceptional written and verbal communication; ability to manage time‑sensitive tasks in a fast‑paced environment. Equal Opportunity Employer Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Accommodations We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: #J-18808-Ljbffr