Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients’ needs evolve.
The Director of onBoarding role at United Capital is an integral part of the FinLife CX Offering, as you develop, plan, organize and implement your essential responsibilities, as listed below. In this role you will report directly to the AVP, Onboarding. You will also need to work productively in a team environment, as well as independently to provide support and coordination of team projects. To be successful in this role, you need to have the ability to multi-task, take initiative and work proactively to solve problems with minimal guidance. The ability to manage multiple functions and tasks in a very fast paced environment is absolutely essential in this role.
Experience and Education:
Skills and Knowledge:
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.
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