Global Markets, RIA Custody - Implementation Specialist

Location(s) US-NY-New York
Job ID
2021-73659
Schedule Type
Full Time
Level
Associate, Vice President
Function(s)
General
Region
Americas
Division
Global Markets
Business Unit
RIA Custody Group
Employment Type
Employee

MORE ABOUT THIS JOB

GLOBAL MARKETS  

Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor.

RESPONSIBILITIES AND QUALIFICATIONS

Implementation Specialist: The Implementation Specialist is responsible for the firm onboarding, systems training, and is the primary operational support contact for RIA firms that join the Folio | GS platform. A list of responsibilities includes systems training, operational best practices and procedural workflow training, product and asset mapping / verification, establishing firm default requirements, account tracking and reconciliation, along with providing day to day operational assistance through the life of the transition. The Implementation Specialist works closely with the Transition Consultant and other firm resources assigned to the transitions they are assigned to. The role will require an average of 20-30% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines.

 

  • A minimum of 3-5 years industry experience in financial services
  • At least 1-2 years in a client servicing role
  • Strong written and verbal communication skills
  • Task oriented, with strong analytical and tactical capabilities
  • Proficient in MS Office products
  • Strong analytical, organizational, and time management skills
  • Ability to learn and train on new concepts and/or technical system functions quickly
  • Series 7 preferred
  • Bachelor’s degree in business administration or a related field

ABOUT GOLDMAN SACHS

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., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity