AWM, Private Bank, Deposits Specialist, Associate- Dallas
Goldman Sachs Group, Inc., Dallas, TX, United States
AWM, Private Bank, Deposits Specialist, Associate- Dallas
Job Description
OUR IMPACT
The Private Bank (PB) is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored banking and lending products, such as deposits, bank loans, mortgages and margin financing, to high net worth clients of the firm’s global Wealth Management businesses.
This role is on the Private Bank’s Deposit Team will work cross-functionally with internal partners and external clients to deliver on deposit balance and revenue goals.
HOW YOU WILL FULFILL YOUR POTENTIAL We are looking for an Associate to join the Private Bank Deposits Team. New joiner will be an integral part of team responsible for daily management of the PB deposits business including deposit pricing and risk analytics, marketing the product and special promotions to advisors and client, developing and executing new product strategy, and managing the business day to day.
Conduct daily and ad hoc pricing and risk analysis to inform standard and exception deposit pricing on an ongoing basis including transaction specific deposit product pricing, e.g., trading term deposits and partnering with advisors to win new assets
Perform regular business projections and mark to market against business plan both of which inform overall business strategy
Develop and use dashboards to monitor performance against balance and revenue goals
Monitor and manage the book within all relevant market risk, liquidity risk limits
Run regular competitor analysis for deposit products and ranking across markets
Business Management
Create overall product strategy for deposits including defining and prioritizing new products, identifying infrastructure and process improvements to enhance performance against goals, managing issues that arise in the normal course of business
Develop and maintain deposit policies, procedures and processes to operate the business effectively and in compliance with all relevant global regulations
Support strategic initiatives and projects including banking service feature launches, new products, new branches or regions, changes to pricing or operational frameworks
Client Relationship Management
Regional advisor and client coverage including regular interface to drive usable deposit balances, participation in ISG calls or other marketing forums, client meetings, advisor huddles, etc.
Develop marketing materials for use with advisors and clients including market updates, banking service marketing, general marketing and promotions
Assist with client call preparation by creating review materials, pitchbooks and account reviews.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Experience within financial services, preferably with a quantitative background
Ability to work in a fast-paced environment, be organized and think clearly under pressure
Strong verbal and written communication skills
Attention to detail with ability to operate independently
Eager to work in an entrepreneurial environment
Collaborative, energetic, enthusiastic, and a self-starter
Foundational knowledge of deposit instruments, liquidity risk or treasury solutions is a plus
Job Info
Job Identification 170183
Job Category Associate
Posting Date 04/23/2026, 09:03 PM
Locations Dallas, Texas, United States
Healthcare & Medical Services 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
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer.
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This role is on the Private Bank’s Deposit Team will work cross-functionally with internal partners and external clients to deliver on deposit balance and revenue goals.
HOW YOU WILL FULFILL YOUR POTENTIAL We are looking for an Associate to join the Private Bank Deposits Team. New joiner will be an integral part of team responsible for daily management of the PB deposits business including deposit pricing and risk analytics, marketing the product and special promotions to advisors and client, developing and executing new product strategy, and managing the business day to day.
Conduct daily and ad hoc pricing and risk analysis to inform standard and exception deposit pricing on an ongoing basis including transaction specific deposit product pricing, e.g., trading term deposits and partnering with advisors to win new assets
Perform regular business projections and mark to market against business plan both of which inform overall business strategy
Develop and use dashboards to monitor performance against balance and revenue goals
Monitor and manage the book within all relevant market risk, liquidity risk limits
Run regular competitor analysis for deposit products and ranking across markets
Business Management
Create overall product strategy for deposits including defining and prioritizing new products, identifying infrastructure and process improvements to enhance performance against goals, managing issues that arise in the normal course of business
Develop and maintain deposit policies, procedures and processes to operate the business effectively and in compliance with all relevant global regulations
Support strategic initiatives and projects including banking service feature launches, new products, new branches or regions, changes to pricing or operational frameworks
Client Relationship Management
Regional advisor and client coverage including regular interface to drive usable deposit balances, participation in ISG calls or other marketing forums, client meetings, advisor huddles, etc.
Develop marketing materials for use with advisors and clients including market updates, banking service marketing, general marketing and promotions
Assist with client call preparation by creating review materials, pitchbooks and account reviews.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Experience within financial services, preferably with a quantitative background
Ability to work in a fast-paced environment, be organized and think clearly under pressure
Strong verbal and written communication skills
Attention to detail with ability to operate independently
Eager to work in an entrepreneurial environment
Collaborative, energetic, enthusiastic, and a self-starter
Foundational knowledge of deposit instruments, liquidity risk or treasury solutions is a plus
Job Info
Job Identification 170183
Job Category Associate
Posting Date 04/23/2026, 09:03 PM
Locations Dallas, Texas, United States
Healthcare & Medical Services 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
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer.
Learn More
#J-18808-Ljbffr