Asset & Wealth Management Operations-Shareholder Services Client Operations-Dallas-Vice President

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential while you discover your own. As part of one of the worlds 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 individuals bringing together traditional and alternative investments with a focus on long-term performance.

Our Impact

Client Operations and Global Shareholder Services form a global sales-aligned service organization that provides investor servicing and recordkeeping focused on enabling distribution providing consultative services and creating scale and controls. As a Vice President you will lead a team responsible for delivering a world-class client experience across mutual funds ETFs Collective Trusts money market funds retirement/DC products and alternative investment vehicles distributed through institutional partners intermediaries and recordkeepers.

Your Impact Primary Responsibilities of Client Operations

Client Service & Relationship Management: Serve as a senior point of engagement for institutional clients intermediaries and sales partners. Lead service reviews and nurture enduring trusted advisor relationships with key accounts ensuring alignment of objectives and a consistently positive client experience.

Operations Processing: Own end-to-end daily processing for account reconciliation money movements (purchases redemptions dividends) corporate actions and books and records maintenance with custodian banks transfer agents and fund administrators; ensure timely accurate and audit-ready execution.

Risk & Control Framework: Design document and continuously enhance controls key risk indicators and SOX-aligned procedures; lead Risk and Control Self-Assessments and drive 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 firms Business Principles.

Regulatory & Fiduciary Quality: Oversee adherence to SEC FINRA ERISA and DOL requirements including N-PORT N-CEN NFMP and year-end tax reporting; partner with Legal and Compliance on filings disclosures and policy updates.

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

Communication & Reporting: Deliver reporting on operational performance risk posture client metrics product flows and team capacity; represent Operations in governance forums and client meetings.

Qualifications

Bachelors degree from a four-year college or university required MBA CFA or relevant professional certification a plus.

7 years of progressive experience in asset management operations mutual fund operations transfer agency or related financial services functions.

Expertise in mutual funds ETFs Collective Trusts money market funds alternative investment vehicles and ERISA retirement plan structures.

Strong critical thinking analytical and problem-solving skills with a control/risk mindset and keen attention to detail.

Proficiency with tools of the trade: advanced Excel Portfolio Accounting Systems (PAS) CRM platforms emerging AI applications custodial portals and collaborative workflow tools such as Confluence and Jira.

Exceptional client service orientation with the proven ability to manage senior client relationships and navigate sensitive escalations.

Exceptional written and verbal communication skills with the ability to engage and build consensus among stakeholders at every level.

Licensing may be required for certain responsibilities: FINRA Series 7 and 63 preferred; Series 24 or 65 a strong plus.

Proven capacity to perform with composure and effectiveness in a fast-paced deadline-driven highly regulated environment.