CWM - Marcus by Goldman Sachs - GS Select Project Analyst - Analyst - Draper, UT OR Richardson, TX

Location(s) US-TX-Richardson
Job ID
2021-77228
Schedule Type
Full Time
Function(s)
Call Center, Project/Program Manager
Region
Americas
Division
Consumer and Wealth Management
Business Unit
US Deposits Delivery
Employment Type
Employee

MORE ABOUT THIS JOB

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.

 

Consumer

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.

RESPONSIBILITIES AND QUALIFICATIONS

OUR IMPACT:

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. 

 

HOW YOU WILL FULFILL YOUR POTENTIAL:

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:

You will ultimately use your skills and ideas to coach and develop our frontline call handling specialists, including but not limited to:

  • Master the onboarding flows for various banking products
  • Field inbound calls and inquiries from Financial Advisors and their clients
  • Act as a subject matter expert in all things origination and servicing
  • Establish strong working relationships with Regional Lending Managers and functional partners including Technology, Credit, Product, Operations, Compliance and Legal
  • Strict adherence to credit policy, procedures and compliance requirements
  • Manage and execute assigned projects with time proficiency and ownership
  • Knowledge of and adherence to Firm's Business Principles and Client Service Values

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Basic Qualifications:

  • Familiarity with industry standard KYC and AML protocols
  • Knowledge of credit products, specifically securities based loans, and structured and commercial credit facilities
  • Experience in understanding the financial and borrowing needs of a wide range of clients and as part of a comprehensive wealth management strategy

NOTE: You will be required to be flexible for shift work between 7am and 11pm 7 days per week, with the evolution of expanding these hours sometime in the future. This is a new platform with Goldman Sachs, there are a lot of exciting initiatives taking place and your willingness to see things through will be paramount to success.

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