CWM - Marcus by Goldman Sachs – Marcus Invest- Sr. Analyst- Richardson, TX or Draper, UT

Location(s) US-TX-Richardson | US-UT-Draper
Job ID
Schedule Type
Full Time
Senior Analyst
Consumer Banking
Consumer and Wealth Management
Business Unit
US Deposits Delivery
Employment Type


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.



The firm’s Consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a startup with more than 150 years of experience. Today, we serve millions of customers across multiple products including lending, deposits, financial tools, and our partnership with Apple on Apple Card. We use innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. As we build a leading digital consumer bank and expand into new products and partnerships, we are looking for leaders and individual contributors to join our team.




Marcus Invest is part of our Consumer Wealth Management Division (CWM). Marcus Invest is a customer portal for investment financial services.  At Marcus, we leverage cutting edge technology and a simple user experience, we deliver low-cost, transparent savings, investing, and debt retirement solutions. 



You are passionate about operations, leadership, and using digital tools to provide solutions and excellent customer service to consumers. You are an experienced leader, who will lead our consumer call handling team, coach and develop teams, while providing feedback and influencing new processes both directly and indirectly.


Key Responsibilities:

  • Lead, manage and supervise the day-to-day operations of a team of 10-15 specialized customer service representatives supporting the Marcus Invest offering.
  • Coach the team in a real time environment by conducting bi weekly one-on-ones, staff meetings, in addition to on the spot feedback.
  • Assist with interviewing and selection of team members and serve as a role model/mentor to your team and others
  • Monitor calls and work closely with the business partners to closely manage ongoing professional and personal development of operations team members
  • Provide hands-on assistance to team members while serving as an escalation point for the operation's customer issues and complaints.
  • Offer guidance to the management team in such areas as real time operational performance, ensuring that service level targets are achieved as set by the business.
  • Project Management/Process owner driving initiatives, recommend improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy.


Basic Qualifications:

  • Three plus years of customer service management/ service orientated leadership role
  • Strong understanding of customer service experience
  • Previous experience working with an investment product
  • Must be self-directed, detail oriented, driven, able to work independently in a team-oriented and fast paced environment and have a positive attitude 
  • Ability to work a flexible schedule

Preferred Qualifications:


  • Bachelor’s degree in business, finance, communications or other related field
  • Client Relationship Management (CRM) experience preferable


The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.