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

TheGoldman Sachs Select (GS Select) Transition Associateis a critical role within the firms 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 Associate 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: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.
• Education:Bachelors degree.
• 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.

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