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

Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President

Goldman Sachs

Vice President Trade Operations

A career with Goldman Sachs Asset & Wealth Management offers the 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 individualsbringing together traditional and alternative investments with a focus on long-term performance.

Trade Operations is the backbone supporting our retirement-focused separately managed account platform. As a Vice President, you will be a leader on a team accountable for trade lifecycle management, portfolio operations, an industry-leading risk and control framework, and a project management roadmap that modernizes our platform through automation, data, and emerging technologies.

Your Impact Primary Responsibilities

Trade and Portfolio Operations: Oversee the full trade lifecycle order management, execution support, allocation, settlement, and trade exception/break resolution. Partner with vendors, portfolio managers, and trading desks on daily reconciliation, rebalancing, cash management, corporate actions, and flow analytics. Ensure portfolios are accurately aligned with mandates.

Risk & Control Framework: Build, document, and continuously enhance pre- and post-trade compliance controls, key risk indicators, and SOX-aligned procedures; lead Risk and Control Self-Assessments and drive the 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.

Distribution Enablement: Lead strategic client and internal initiatives, manage complex product events, and support new product and platform launches across broker-dealers, clearing firms, RIAs, TPAs, and retirement recordkeepers.

Innovation & Transformation: Drive automation, workflow reengineering, and adoption of AI/ML, low-code platforms, and advanced analytics to reduce manual touchpoints, improve STP rates, and create operational alpha.

Cross-Functional Collaboration: Partner with Trading, Portfolio Management, Risk, Legal, Compliance, and Engineering to deliver scalable, controlled solutions.

Communication & Reporting: Provide clients and senior leadership with reporting on quality metrics, control posture, project delivery health, and innovation outcomes; represent Operations in firmwide governance forums and client meetings.

Qualifications

Bachelor's degree from a four-year college or university required; MBA, CFA, FRM, PMP, or Six Sigma certification strongly preferred.

7+ years of experience in trade operations, middle/back office, portfolio operations, or investment operations at an asset manager, hedge fund, custodian, or broker-dealer.

Proven experience leading teams through change and transformation.

Strong understanding of portfolio construction, rebalancing, reconciliation, and investment guidelines.

Hands-on experience with Order/Execution Management Systems (OMS/EMS) e.g., RedBlack, Eclipse, Tamarac, Charles River, Eze, etc., Portfolio Accounting Systems, and reconciliation tools.

Demonstrated success in project management and innovation, requirements gathering, testing, automation (Python, Alteryx, UiPath, Tableau/Power BI a plus), and AI use case identification.

Robust risk and control mindset with experience designing pre/post-trade controls.

Exceptional analytical, communication, and stakeholder management skills with the ability to engage and build consensus among stakeholders at every level.

FINRA Series 7 and 63 preferred; Series 65, 24, or 99 a plus.

Ability to thrive in a high-pressure, deadline-driven, and collaborative environment.

Goldman Sachs
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President in Dallas, TX vacancy
  •  ...Onboarding & Client Implementation Lead Wealth Custody and Clearing...  ..., and operational teams onto our...  ...into steady-state service. Beyond successful...  ...goes beyond asset transfer and technical...  ...be comfortable managing firm-wide...  ...Advisor Services, Trading, Cashiering,... 
    Operations
    Asset
    Temporary work
    Flexible hours

    State Street Corporation

    Dallas, TX
    1 day ago
  • $114.72k - $172.08k

     ...Vice President, Underwriter We are seeking a Vice President...  ..., approving, and managing credit exposure across a portfolio of asset-based and structured commercial...  ...coverage, risk, and operations teams. Key...  ...multinational financial services organization ~ Proven... 
    Operations
    Asset
    Full time

    Citigroup Inc

    Irving, TX
    3 days ago
  •  ...providing financial services to your clients. A role as an...  ...and dynamic portfolio. You will promote...  ...bankers, treasury management officers, and other...  ..., lending, trade finance and foreign...  ...overseas operations and screening transactions...  ...processing and asset management.... 
    Operations
    Asset
    Work at office
    Overseas

    Chase

    Dallas, TX
    3 days ago
  •  ...Client Onboarding New Account Approver...  ...global financial services firm providing investment...  ...and investment management services to a...  ...communities. Operations is a dynamic, multi...  ...banking, sales and trading, and asset management...  ...the Goldman Sachs Wealth Services team in... 
    Operations
    Asset

    Goldman Sachs

    Irving, TX
    4 days ago
  • $100k - $120k

     ...Client Service Manager- Middle Office Loan Services, Associate Vice President The Apex Group was established in Bermuda...  ...: Asset administration: Responsibilities...  ...and settling trades as required Preparing...  ...to ensure monthly operational calls are scheduled... 
    Operations
    Asset
    Work at office
    Local area
    Worldwide

    Apex Group

    Dallas, TX
    12 days ago
  •  ...Portfolio Management Analyst Delos Capital Advisors...  ...of Delos wealth management portfolios...  ...judgment, and operational precision. The...  ...implementing asset allocation...  ..., executing trades, and maintaining...  ...across client portfolios and...  ...related client service support, including... 
    Operations
    Asset
    Work at office

    First United Bank

    Dallas, TX
    2 days ago
  • $95k - $175k

     ...Vice President The Vice President is responsible for managing all branch office operations including sales, business...  ...customer service goals. Salary...  ...trade partner relationships...  ...End user client base including...  ...ownership, asset management, portfolio management,... 
    Operations
    Asset
    For subcontractor
    Work at office
    Local area
    Remote work
    Night shift

    BluSky Restoration

    Dallas, TX
    4 days ago
  • $250k

     ...firms and their portfolio companies and...  .... Our services include mergers...  ...commitment to client success. With...  ...is seeking a Vice President to join the Valuations...  ...with the firm's Managing Directors and...  ...and publicly traded companies Identifying...  ...intangible assets Strong... 
    Asset
    Currently hiring
    Work at office
    Remote work
    Work visa
    Monday to Thursday
    Shift work

    Lincoln International

    Dallas, TX
    4 days ago
  •  ...leader in financial services. That means we...  ...solutions to our clients across the country...  ...Responsible for developing, managing, and maintaining...  ...of Trust and Wealth capabilities....  ...investment management/asset allocation concepts...  ...to its successful operation. # Knowledge of... 
    Operations
    Asset
    Work experience placement
    Bank staff
    Work at office
    Local area

    Bank OZK

    Dallas, TX
    1 day ago
  •  ...comprehensive, tailored wealth management experience....  ...helping their clients and our teammates...  ...seeking a Senior Trading Associate to support...  ...firm's trading operations across multiple platforms...  ...advisors, portfolio management, compliance...  ...during large asset transitions,... 
    Operations
    Asset

    Farther

    Dallas, TX
    12 days ago
  •  ...Vice President of CMC & Technical Operations About the Company Forward-thinking biotechnology company Industry...  ...and devices is also a valuable asset. Applicants for the Vice President...  ...values a candidate who can bring a wealth of experience in CMC, from the early... 
    Operations
    Asset

    Confidential

    Dallas, TX
    4 days ago
  •  ...Vice President of Asset Management, Industrial Real Estate About the Company Accomplished real estate...  ...Management for its industrial real estate portfolio. The successful candidate will be...  ...in the areas of leasing and operations. The VP will be expected to prepare... 
    Operations
    Asset

    Confidential

    Dallas, TX
    16 days ago
  •  ...Vice President, Property Management About the Company Accomplished residential real estate...  ...management team across a national portfolio, with a focus on driving operational performance, resident...  ...with a deep understanding of asset management alignment, operational... 
    Operations
    Asset

    Confidential

    Dallas, TX
    16 days ago
  •  ...Analyst, Assistant Vice President Working at...  ...of financial services and products to our clients whether they be...  ...healthy decision and manage your financial...  ...from trading desks and branch...  ...coordination with the operations - Transaction...  ...net asset value, reconciling... 
    Operations
    Asset

    Citi

    Irving, TX
    2 days ago
  •  ...Associate, Wealth Advisor (AWA...  ...our wealth management team. The AWA...  ...high-net-worth clients by working...  ...entrepreneurial, able to operate both...  ...client service and maintaining...  ...outlook, portfolio construction...  ...client portfolio trades, including...  ...are our assets. Engaging our... 
    Operations
    Asset
    Full time
    Temporary work
    Internship
    Work at office
    Local area

    Cresset

    Dallas, TX
    3 days ago
  •  ...Who We Are BH Management, LLC is a people-...  ...owner and operator that grew from a...  ...The Senior Vice President of Multifamily Operations...  ...complex multifamily portfolio spanning diverse geographies and asset types. This role...  ...executive partner to clients, investors, and... 
    Operations
    Asset
    Full time
    Remote work
    Monday to Friday

    BH Management Services, LLC

    Dallas, TX
    2 days ago
  •  ...with a passion for client service, the desire to work...  ...outside the box? Our Wealth Management Professionals (WMP)...  ...business from an operational and relationship management...  ...clients Oversee asset movements, portfolio implementations and...  ...and reconcile trading and other... 
    Asset
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    19 hours ago
  •  ...Assistant Vice President, Multifamily Property Management Operations About the Company Nationally acclaimed multifamily...  ...be responsible for overseeing a portfolio of properties, driving operational...  ...-on experience across various asset classes. Proficiency in property... 
    Operations
    Asset

    Confidential

    Dallas, TX
    1 day ago
  •  ...(Java/Cloud), Vice President Working at...  ...products and services, including consumer...  ...services, and wealth management. As a bank...  ...and in our clients' best interests...  ...our Enterprise Operations & Technology...  ...to drive smart trade-off decisions...  ...its clients and assets, by driving... 
    Operations
    Asset

    Citi

    Irving, TX
    4 days ago
  •  ...Security Officer – Vice President The Information Security...  ...cross-functional Operations and Technology (O&T)...  ...Citi's applications portfolio Ensure audits are...  ...with Business Manager and business staff...  ...safeguarding Citigroup, its clients and assets, by driving... 
    Operations
    Asset

    Citi

    Irving, TX
    4 days ago
  •  ...Divisional Vice President - East Region Opportunity...  ...growth, operational excellence, and market...  ...across multi-site service operations, including...  ...performance management. This leader...  ...utilization, and asset management across...  ...have a broad portfolio of businesses located... 
    Operations
    Asset

    W.W. Williams

    Irving, TX
    19 hours ago
  •  ...Health is seeking a Vice President, Business...  ...Company’s specialty portfolio Monitor emerging...  ...in patient services, payor relations,...  ...commercial, and operational teams) Lead and...  ...level relationship management and contract negotiation...  ...are our greatest asset. Experience the... 
    Operations
    Asset
    Contract work
    Work at office
    Immediate start

    Soleo Health Inc Careers

    Dallas, TX
    3 days ago
  •  ...Transaction Management Officer-Vice President The Transaction Manager...  ...of the Agency and Asset-Based lending...  ...loan closing and servicing, complex client onboarding, data management...  ...responsible for operational oversight of the...  ...lending and trade. Create processes... 
    Operations
    Asset

    Citi

    Irving, TX
    4 days ago
  •  ...a Director, Wealth Advisor (DWA...  ...Cresset’s wealth management team. The...  ...-net-worth clients by working...  ...be able to operate both independently...  ...client service and maintaining...  ...outlook, portfolio construction...  ...client portfolio trades, including...  ...are our assets. Engaging our... 
    Operations
    Asset
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area

    Cresset

    Dallas, TX
    3 days ago
  •  ...Assistant Vice President (AVP) Addison...  ...working with a client to hire an experienced...  ...property management space. This...  ...overseeing a portfolio of properties, driving operational performance, and...  ...standard of customer service across...  ...environment (managing assets on behalf of... 
    Operations
    Asset
    Local area

    Addison Group

    Dallas, TX
    1 day ago
  •  ...Digital Assets Operational Risk Coverage Officer Morgan...  ...leading global financial services firm providing a...  ...securities, investment management and wealth management services....  ...'s employees serve clients worldwide including...  ...including crypto trading, wallet infrastructure... 
    Operations
    Asset
    Work experience placement
    Worldwide

    Morgan Stanley

    Dallas, TX
    4 days ago
  •  ...Transactions Management Lead-Vice President Working at Citi...  ...loan closing and servicing coordination, facilitating...  ...complex client onboarding, data...  ...responsible for operational oversight of the...  ...lending and trade. Create processes...  ...its clients and assets, by driving... 
    Operations
    Asset

    Citi

    Irving, TX
    6 days ago
  •  ...Field Examination Lead in the Asset-Based Lending (ABL) Field...  ...complexity, and portfolio priorities. Lead engagement...  ...kickoffs and closeouts with client CFO/Controller/Operations leadership; ensure clear expectations...  ..., and performance management in a fast-paced... 
    Operations
    Asset
    Seasonal work

    Chase

    Dallas, TX
    4 days ago
  •  ...Associate Portfolio Analyst LGT Financial...  ...support the portfolio management function of our...  ...management, analytics, and wealth advisory. The...  ...help advisors and clients make optimized...  ...portfolio management operations. LGT Financial...  ...with basic asset classes such as public... 
    Operations
    Asset
    Work at office
    3 days per week

    Lane Gorman Trubitt

    Dallas, TX
    2 days ago
  • $260k - $300k

     ...commercialization models, and the operational realities of CDx implementation. The Vice President will work closely with...  ...) lead and Alliance Management (AM) lead on major...  ...for therapeutic assets. Partner closely with...  ...in broader Dx portfolio positioning and external... 
    Operations
    Asset
    Work experience placement
    Remote work
    Flexible hours
    Weekend work
    Afternoon shift

    Caris Life Sciences

    Irving, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President. Be the first to apply!