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

Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implem[...]

Socket.dev

YOUR IMPACT The COE NPWA CI Team Lead WMP as a member of the COE Management Team, plays a major role in managing the day to day operations of the COE NPWA CI team. This is a unique opportunity to work directly with the COE manager, along with key stakeholders and partners throughout the business, on all aspects of team management, including people development and business strategy. The team lead will also work closely with NPWAs nationally to help their clients through the onboarding process. The team lead will provide exceptional operational support and risk management. They oversee their team’s operational tasks and client experience byfacilitatingthe onboardingof the NPWA clientrelationships. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills. OUR IMPACT Asset & Wealth Management (AWM) Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businessesprovidefinancial planning, investment management,bankingand comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology,dataand design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans forultra highnet worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth managementcapabilitiesand global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needsevolve, this close relationship allows the team to offer complementary services and new opportunities byleveragingthe resources of Goldman Sachs and beyond. Our Wealth Management Professionals (WMP) support all aspects of our account opening business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environment where attention to detail,strong communicationand organizational skills, and client serviceexpertiseare essential tomaintainingand enhancing our business. HOW YOU WILL FULFILL YOUR POTENTIAL Leveraging operational and financial background and experience to contribute to a growing business Core member of COE Management Team involved in executing and developing strategy to achieve department goals Assist the COE Manager in the overall supervision, management and running of the NPWA CI team Manage, develop, and recruit employees within the Wealth Management Professionals Suite Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions Ensure that all employees follow regulatory requirements, include registrations and series exams Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations Working closely with New PWAs to support their prospects and PWM clients Liaising with other areas supporting the PWM Business Supporting new account onboarding processes WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, New York, Miami (including Latin America coverage), Philadelphia, San Francisco, Seattle,Washington, D.C.and West Palm Beach. SKILLS & EXPERIENCE WE’RE LOOKING FOR Bachelor’s Degree Required Self-starter who takes ownership and can lead/manage projects independently Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management Strategic thinker with strong analytical skills Knowledge and background in financial services Interest in pursuing a career as aWealth Management Professional Ability to work in a fast-paced environment and think clearly under pressure Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered Highly organized and process oriented with strong attention to detail and excellent follow-through Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care Commitment to excellence and a high level of integrity Strong interest in the financial markets andgood investmentsense/commercial instinct Ability to multi-task and work with a variety of partners across the firm Entrepreneurial spirit coupled with a desire to work in a team-oriented environment Excellent verbal and written communication skills Strong interpersonal skills and ability to build and foster a strong network of relationships Creative approach to problem solving People and Project Management experience a plus SIE, Series 7 and 63required(must be obtained within three months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: © The Goldman Sachs Group, Inc., 2026. All rights reserved. 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. #J-18808-Ljbffr Socket.dev

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implem[...] in Dallas, TX vacancy
  • Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas Job Description YOUR IMPACT The COE NPWA CI Team Lead WMP as a member of the COE Management Team... 
    Private
    Asset
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  •  ...the box? We are seeking Wealth Management Professionals who work...  ...operational tasks and client experience...  ...clientrelationships. OUR IMPACT Asset & Wealth Management (AWM...  ...,dataand design. Private Wealth Management (PWM...  ...-oriented environment Excellent verbal and written communication... 
    Private
    Asset

    Goldman Sachs

    Dallas, TX
    1 day ago
  •  ...high net worth clients? We are looking...  ...side. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs...  ...and design.Private Wealth Management...  ...through creating asset allocation...  ...Wealth Advisor (NPWA) Development Framework...  ...and strong “EQ”Excellent interpersonal... 
    Private
    Asset
    Work at office

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...Description: The Private Foundations...  ...philanthropic interest of clients, offering...  ...and Grants Managers provides guidance...  .... Skills: Excellent oral and written...  ...processing and asset management. We...  ...health and wellness centers, a retirement...  ...Morgan Asset & Wealth Management delivers... 
    Private
    Asset
    Local area

    JP Morgan Chase

    Dallas, TX
    1 day ago
  • Goldman Sachs Asset ManagementA career...  ...Goldman Sachs Asset Management (GSAM) is an...  ...opportunity to help clients across the globe...  ..., sovereign wealth funds, insurance...  ...individuals.AWM Private is the primary center for Goldman Sachs...  ...in Microsoft ExcelAbility to work with automation... 
    Private
    Asset

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...ultra-high net worth clients? We are looking...  ...side. OUR IMPACT Wealth Management Across Wealth...  ...data and design. Private Wealth Management...  ...through creating asset allocation strategies...  ...Wealth Advisor (NPWA) Development...  ...and strong "EQ" Excellent interpersonal skills... 
    Private
    Asset
    Work at office

    Socket.dev

    Dallas, TX
    1 day ago
  • Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management...  ...Teams work one-on-one with clients to advise and deliver...  ...management skills Excellent analytical and interpersonal...  ...‑of‑the‑art on‑site health centers in certain offices. Fitness... 
    Private
    Asset
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    4 days ago
  • $150k - $285k

    Wealth Management, Restricted Stock / 10b5-1 Specialist...  ...Business Unit Asset & Wealth Management...  ...execution for clients with large, concentrated...  ...matters Excellent written/verbal communication...  ...partnering with private wealth advisors,...  ...and wellness centers, a retirement... 
    Private
    Asset
    Full time

    JPMorgan Chase & Co.

    Dallas, TX
    4 days ago
  • Asset & Wealth Management Operations - Goldman Sachs Asset Management...  ...to the firm’s clients. A career with Goldman...  ...bachelor’s degree with an excellent academic record; MBA...  ...Accounting Experience with Private Credit and...  ...the‑art on‑site health centers in certain offices.... 
    Private
    Asset
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    4 days ago
  •  ...Description The Goldman Sachs Asset and Wealth Management Division ("AWM")...  ...largest managers of private capital globally. At...  ...’s balance sheet and client funds. The Analyst...  ...knowledge of Microsoft Excel, and other Microsoft...  ...‑art on‑site health centers in certain offices.... 
    Private
    Asset
    Full time
    Work at office
    Worldwide

    Goldman Sachs Group, Inc.

    Dallas, TX
    4 days ago
  •  ...pinnacle of global wealth management. Goldman Sachs is...  ...deep passion for client service and the...  ...relentless pursuit of excellence drive our success...  ...data and design. Private Wealth Management...  ...clients Oversee asset movements,...  ...art on-site health centers in certain offices... 
    Private
    Asset
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    3 days ago
  • The Goldman Sachs Asset and Wealth Management Division ("AWM") invests in corporate...  ...of the largest managers of private capital globally. At...  ...the firm's balance sheet and client funds. The Analyst role currently...  ...knowledge of Microsoft Excel, and other Microsoft Office... 
    Private
    Asset
    Work at office
    Worldwide

    Goldman Sachs

    Dallas, TX
    8 hours ago
  • Your ImpactThe Asset Management Division is made up of Goldman...  ...to the firm’s clients. A career with Goldman...  ...pension plans, sovereign wealth funds, insurance companies...  ...bachelor’s degree with an excellent academic record; MBA a...  ...with Private Credit and Alternatives... 
    Private
    Asset

    Goldman Sachs

    Dallas, TX
    4 days ago
  • Wealth Management Goldman Sachs Personal Wealth (PW)...  ...philanthropic planning, and private banking services....  ...They also manage client onboarding, fraud...  ...: Design bespoke asset allocation...  ...and digital excellence. SKILLS & EXPERIENCE...  ...on‑site health centers. Fitness On‑site... 
    Private
    Asset
    Temporary work
    Work at office
    Worldwide

    Goldman Sachs Bank AG

    Dallas, TX
    1 day ago
  • Huntington Bank is seeking a Private Bank Wealth Advisor III in Dallas to manage a high-net-worth client Wealth Plan, develop new business, and coordinate specialists to...  ...comprehensive wealth strategy. The role emphasizes asset growth, loans, and deposits while maintaining... 
    Private
    Asset

    Huntington Bank

    Dallas, TX
    5 days ago
  • Asset & Wealth Management, Private, Divisional CFO, Associate - Dallas Job Description...  ...is an opportunity to help clients across the globe realize their...  ...Private is the primary center for Goldman Sachs’ long‑term...  ...environment Strong Excel and PowerPoint skills ABOUT... 
    Private
    Asset
    Full time
    Work at office
    Remote work

    Goldman Sachs Group, Inc.

    Dallas, TX
    4 days ago
  •  ...box? Associates on the Wealth Management Risk Team will gain...  ...business. OUR IMPACT Private Wealth Management (PWM...  ...foundations. PWM assists clients with building and preserving...  ...long-term asset allocation within the...  ...attention to detail and excellent follow-throughAbility... 
    Private
    Asset
    Work at office

    Goldman Sachs

    Dallas, TX
    4 days ago
  • YOUR IMPACT A Wealth Management Professional (WMP) will...  ...helps empower clients and customers around...  ...platform including private equity, growth / venture...  ...alternatives asset classes (e.g.,...  ...technology (Outlook, Excel and Word) SIE, Series...  ...on‑site health centers in certain offices... 
    Private
    Asset
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    1 day ago
  • Job Description:Merrill Wealth Management is a leading provider...  ...and Wealth Management Client Associates help...  ...effective.Job Description:The Private Wealth Strategist,...  ...business succession, global asset allocation, risk...  ...Suite (including Word, Excel, and PowerPoint) and Brentmark... 
    Private
    Asset
    Full time
    Private practice
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    2 days ago
  • A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential...  ...of alternatives including private equity, growth equity, private credit...  ...team player Strong Excel and PowerPoint skills Platform Management... 
    Private
    Asset

    Goldman Sachs

    Dallas, TX
    8 hours ago
  •  ...Associate to join our AM Private Operational Risk team....  ...supporting the risk management framework across...  ...within the Goldman Sachs Asset & Wealth Management (AWM) division...  ...Suite, including Excel, PowerPoint, and Word....  ...and ideas to help our clients, shareholders and the... 
    Private
    Asset
    Work at office

    Goldman Sachs

    Dallas, TX
    3 days ago
  • Asset & Wealth Management Divisional Overview A career with Goldman Sachs Asset...  ...is an opportunity to help clients across the globe realize their...  ...units (Asset Management, Private Wealth, and Alternatives) to...  ...wealth advisory practices)Excellent analytical, problem-solving... 
    Private
    Asset
    Private practice
    Work at office

    Goldman Sachs

    Dallas, TX
    2 days ago
  • Goldman Sachs Dallas is seeking a Wealth Management Professional to deliver...  ...to ultra‑high net worth clients. You will build deep relationships...  ...needs. You will work with Private Wealth Advisors to onboard...  ...execute trades with integrity and excellence. #J-18808-Ljbffr Goldman... 
    Private

    Goldman Sachs

    Dallas, TX
    1 day ago
  • Goldman Sachs is seeking a Private Wealth Advisor development...  ...the Private Wealth Management ecosystem. You will...  ...wealth advisory services, asset allocation, and...  ...ultra-high-net-worth clients. The role emphasizes...  ...building, client service excellence, and a strong desire... 
    Private
    Asset

    Socket.dev

    Dallas, TX
    1 day ago
  •  ...programs/resources to address clients' multigenerational legacy...  ...life events, next generation wealth transfer, leadership and financial...  ...10 years of senior‑level management or equivalent experience in strategic...  ...Office software (especially Excel and PowerPoint) and... 
    Private
    Asset
    Work at office

    The Goldman Sachs Group

    Dallas, TX
    1 day ago
  •  ...Markets and investment management services to a...  ...substantial and diversified client base that includes...  ...major financial centers around the world....  ...plans, sovereign wealth funds, insurance...  ...$2 trillion in assets under supervision....  ...US Deposits and Private Bank in Richardson... 
    Private
    Asset

    Goldman Sachs

    Richardson, TX
    2 days ago
  •  ...investment reporting solutions to clients and help with business...  ...individual with background in wealth management and / or family office...  ...technology, data and design.Private Wealth Management (PWM)Goldman...  ...accountability, and service excellence across the team. WHERE WILL... 
    Private
    Asset
    Work at office

    Goldman Sachs

    Dallas, TX
    3 days ago
  • Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating...  .... PWM teams work one-on-one with clients to advise and deliver customized strategies...  ...and relationship management skills Excellent analytical and interpersonal skills... 
    Private
    Asset

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...working, organized and client‑friendly...  ...utilize expertise in private markets to drive conversations...  ...with Private Wealth Advisors (PWAs)...  ...across asset classes and deal structures...  ...Investment Banking, Asset Management, Alternatives and...  ...and success Excellent interpersonal... 
    Private
    Asset

    Goldman Sachs

    Dallas, TX
    1 day ago
  •  ...passion for comprehensive wealth and tax planning? The...  ...team. Additionally, excellent communication skills,...  ...delivery of best-in-class client service are critical...  ...Wealth Management, Goldman Sachs helps empower...  ...tax returns and foreign asset disclosures. Extensive... 
    Private
    Asset
    Work at office
    Local area
    Worldwide
    Overseas

    Goldman Sachs

    Dallas, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implem[...]. Be the first to apply!