Home
/
Account Management
/
Global Banking & Markets Operations - Goldman Sachs Advisory Solutions - Client Services - Vice President - Dallas
Global Banking & Markets Operations - Goldman Sachs Advisory Solutions - Client Services - Vice President - Dallas-March 2024
Dallas
Mar 17, 2026
ABOUT GOLDMAN SACHS
At Goldman Sachs, your skills and experiences will create a world of possibilities for our clients. From the latest IPO and market insights to investments in clean energy and infrastructure, each one
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Global Banking & Markets Operations - Goldman Sachs Advisory Solutions - Client Services - Vice President - Dallas

  At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

  YOUR IMPACT

  Goldman Sachs is seeking an RIA Custody Client Services Representative (CSR) to join our world-class service team.

  The knowledge you'll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.

  OUR IMPACT

  Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

  HOW YOU WILL FULFILL YOUR POTENTIAL

  We're looking for a Vice President to be part of our best-in-class Service Team within the Goldman Sachs Advisor Solutions business line.

  As part of this role, you will be the dedicated service manager for multiple business to business clients. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department.

  RESPONSIBILITES:

  Act as the primary relationship contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drives asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform. Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services. Ability to communicate complex information or ideas both verbally, in written form and via presentation in a clear, concise, and professional manner to achieve client objectives Develops new business relationships across all platform offerings through strong relationships, market analysis and monitoring service levels. Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. Serve as an internal champion for clients. Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes. Create reporting that provides leadership transparency into segment or regional performance and goals.

  REQUIRED SKILLS AND EXPERIENCE:

  Bachelor's degree Minimum of 5 years' client service experience, preferably in financial services, retail brokerage or at an investment advisory firm. 2+ years of relationship or account management experience preferred. CRM or salesforce experience preferred. Proven relationship management experience that has driven business growth. Maintains a high degree of creativity and independence in projects and problem solving. Ability to establish and maintain effective working relationships with all levels of management, employees, and clients. Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills. Technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.

  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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Customer Experience Associate
Pilot is a modern connectivity company based in New York City. We deliver fiber-optic internet and network services to businesses with no contracts, backed by a 100% uptime guarantee and 24/7 proacti
Contractor Account Manager
Overview The motivated Contractor Account Manager, detail-oriented salesperson will lead efforts for the Contractor Business Unit focused on activities and execution to grow sales with contractors op
Communaute des Talents Signify France
Vous rêvez de rejoindre le leader mondial de l'eclairage ? De creer un monde plus sûr, plus productif et plus intelligent ? Vous avez regarde nos offres d'emplois mais pas encore trouve votre poste i
Sales Account Manager Modular Lighting (w/m/d)
Modular Lighting Instruments Modular Lighting Instruments ist seit über 40 Jahren der Hersteller für architektonisches Licht. Als ein wahrer Pionier in der Welt des architektonischen Designlichts, ha
Staff Technical Account Manager
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. As an Enterprise Technical
Enterprise Expansion Account Manager - Chicago
Enterprise Account Manager Sumo Logic addresses both security and observability use cases all while riding on a world class logging and analytics platform. Combined with a newly installed executive s
Account Manager, Commercial
As an Account Manager, your mission will be to drive revenue by ensuring your clients are happy, referenceable, and maximizing the value they take from the Navan platform.  You will do this by buildi
Technical Account Manager
The ideal Technical Account Manager (TAM) prioritizes their customers' success, communicates exceptionally well, acts professionally, strives to exceed expectations, enjoys building relationships, co
Sales Account Manager (m/w/d) Rheology & Extrusion, Germany North/East
Thermo Fisher Scientific Inc. ist das weltweit führende Unternehmen in den Diensten der Wissenschaft mit einem Jahresumsatz von rund 40 Milliarden US-Dollar. Unsere Mission ist es, unsere Kunden dabe
Aging Client Growth Strategy Consultant
About this role: Wells Fargo is seeking a senior level Aging Client Advisory Consultant with demonstrated experience related to gerontology, financial planning, health care, and other needs for clien
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved