AWM, Marcus by Goldman Sachs, Legal Document Review, Vice Pr

GOLDMAN, SACHS & CO. • Draper, UT • 1w ago

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and 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 direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design

Marcus by Goldman Sachs

The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity

Responsibilities

Oversee a high-performing operation teams to achieve business goals in customer service and maintain employee satisfaction by providing leadership, communication, coaching and professional development to direct reports and their teams

Prioritize objectives and implement strategies to achieve company initiatives as part of the leadership team

Responsible for managing and ensuring the accuracy and efficiency of all document review processes

Responsible for identifying and mitigating risks associated with all document review processes including the Escheatment process

Collaborate with Legal stakeholders to achieve mutual goals and proactively resolve potential issues, and escalations

Form and lead internal teams, providing guidance and mentorship as needed

Drive improvements in business processes and ensures optimal resource utilization and audit compliant administrative process and strategy

Perform root cause analysis following events and partner with key stakeholders, including Product and Engineering, to put in additional controls as needed

Create executive level presentations on an ad hoc basis, concisely and effectively communicating to senior management with visual representation of analysis and proposals for necessary enhancements

Assist in documenting business requirements that can drive business process improvements and simplification

Basic Qualifications

Bachelor's degree

Strategic vision with the ability to execute

Demonstrated leadership presence and maturity

Back Office experience related to Probate document review, Escheatment, and Power of Attorney documents

Impeccable judgment and ability to make sound decisions in a fast-paced, dynamic setting

Excellent written and verbal communication skills

Executive-level presentation skills

Ability to handle high-level client interactions and/or escalations

Strong interpersonal, relationship-building, and negotiating skills

High level of proficiency with Microsoft Office (Excel, Outlook, PowerPoint

Ability to learn quickly and adapt to projects and deadlines

Must be self-directed, detail oriented, critical thinker, positive attitude, driven, able to work independently in a team-oriented and fast paced environment

Prior experience must include the following:

Minimum of 5 years of banking or contact center or back-office operations experience

Minimum of 10 years supervisory experience and managing other leaders

Preferred Qualifications:

Master's degree (Business, Data... For full info follow application link.

The Goldman Sachs Group, Inc., 2018. All righ ts reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.

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