Global Banking & Markets, GS Select, Transition Vice President, Salt Lake City
Goldman Sachs · ·
About this role
The Goldman Sachs Select ("GS Select") Transition Vice President is a critical role within the firm's growing 3rd Party Wealth securities-based lines of credit (“LOC”) business. This position is critical for managing the high-stakes movement of collateralized assets and refinancing processes for advisors at partner firms. Role Overview: As a Transition Vice President, you act as the 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, including adherence to robust 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 internal and external 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 to optimize their experience
Strategic Collaboration: Partnering with territory-based Regional Banking Directors and project management teams to support firms during complex transition phases. Requirements and Qualifications Experience: 5+ 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. Education: Bachelor’s degree. Technical Skills: Proficiency in analytical tools (including Excel), technical s
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