Consumer and Wealth Management - Client Experience Transformation - PFMG - Managing Director - Dallas or New York

Location(s) US-NY-New York | US-TX-Dallas
Job ID
Schedule Type
Full Time
Extended Managing Director
Business Unit
PWM Ops Client Service & Comms
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.


Client Experience Transformation (CXT)


Within Consumer and Wealth Management, we are focused on leaning into our client principles and continue to provide our clients with a best-in-class experience at all stages of the life cycle. To achieve this, we have brought together cross functional teams to form the Client Experience Transformation organization. The Client Experience Transformation (CXT) business is focused on building a transformational and client centric organization that ensures the delivery of best in class service across Consumer and Wealth Management. Within the roadmap of improving the Client Experience across the CWM franchise, the first area of focus be transforming client onboarding.





As the PFMG lead of the Client Experience Transformation strategy, you will lead a cross functional organization to drive the strategy for delivering a best-in-class client experience, with a clear focus on transforming the onboarding process for our high-net worth clients.


You are a leader that is strong at execution and collaboration across a broad cross-section of business partners to deliver a delightful, cohesive and scalable experience.  We are aiming to deliver a world class, digital client experience to serve the needs of our client base and accelerate the progress we continue to make in our transformation efforts.



  • Lead a cross-functional team of high-performing subject matter experts in their respective functional areas including Engineering, Operations, Product Management, Design, and many others
  • Lead transformation of client onboarding by coordinating and analyzing the interdependencies among projects, products, and other vital elements to ensure execution of the divisional objectives
  • Engage and influence senior stakeholders to ensure consensus on key decision points and prioritization of deliverables
  • Institute and oversee strong management practices through defining and measuring outcomes via OKRs and KPIs while ensuring data driven decision making
  • Provide strategic guidance and direction to front-to-back onboarding teams across PFMG
  • Engage and educate global organization (e.g., advisors, support, etc.) on onboarding program ensuring buy in
  • Identify problems and risks by working with Operations and Engineering to ensure day to day client escalations are being addressed through the transformation program
  • Communicate client feedback and ensure product roadmap aligns to overall strategy



  • 10-12+ years’ experience in Wealth Management, Technology, FinTech or Digital Banking a plus
  • Bachelor’s Degree
  • Strong leadership skills and experience managing cross-functional teams
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Ability to think strategically to identify business issues and create competitive advantage for the Firm
  • Commitment to excellence and a high degree of integrity





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