Job Description

WEALTH MANAGEMENT OPERATIONS

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 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, data and design.

OPERATIONS

Operations is a dynamic, multi-faceted segment that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

BUSINESS OVERVIEW

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. 

YOUR IMPACT

Private Wealth Management (PWM) Operations team is seeking an Analyst to join the Client Onboarding team. The professional will collaborate with our Clients, PWM Sales & Business teams, as well as Legal, Compliance, Anti Money Laundering and other Operations teams, to facilitate account onboarding for PWM Clients while monitoring for risk, identifying fraud, External Regulatory engagement and ensuring compliance to Firmwide and internal regulatory policies. There will be a strong focus on providing best in class client service and subject matter expertise to our business partners and clients directly. The professional will also have the opportunity to be innovative by improving processes, reducing risk and increasing efficiency. 

OUR IMPACT

Client Onboarding is a dynamic, fast paced and highly regulated function that focuses on account documentation, data integrity, risk management and regulatory requirements. Client Onboarding is responsible for capturing all necessary information for regulatory and firm policies and performing due diligence on all new accounts. We work closely with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure a positive client experience during the onboarding process.

JOB SUMMARY AND RESPONSIBILITIES

• Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on boarding process
• Ensure that all client documentation required by the Firm’s Customer Identification Program (CIP) is received, reviewed and approved within the appropriate timeframes in line with AML and Know Your Client requirements
• Ensure downstream systems correctly recognize approved clients, products and services, including Cash products, Client Statement and Performance reporting 
• Review relevant client and Legal documentation, verify client signatures and perform regulatory and risk related exception processing
• Process and control analysis to ensure effective oversight and risk management including the adherence to and enforcement of Firmwide policy and relevant regulations
• Resolve issues through coordination with PWM business, PWM Compliance, PWM Legal and other Operations teams
• Work with various teams, including the PWM business and Operations, on process improvement and strategic projects

SKILLS & EXPERIENCE WE’RE LOOKING FOR

BASIC QUALIFICATIONS: 

• Bachelor’s degree 
• Minimum Experience: 2 years in KYC or Onboarding Review, with a preference for knowledge of EMEA Market regulations
• Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
• Good understanding of the financial industry including active interest in financial services and Operations
• Strong interpersonal skills with ability to build the trust and confidence in capabilities, work well with others internally to accomplish client objectives
• Must be a team player, hardworking, resourceful and eager to learn
• Must be able to multi-task, prioritize work, and work well under pressure from multiple clients/constituents to respond to inquiries quickly
• Highly organized, attention to detail and excellent follow through skills
• Proactive, self-starting individual with high levels of ownership and ability to work independently, to gather information, make decisions and drive results.
• Highly motivated with enthusiasm to learn the business and the clients we support

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: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer

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