Global Banking & Markets, GS Select, Transition Associate, Salt Lake City
The Goldman Sachs Group, Salt Lake City, UT, United States
The Goldman Sachs Select (GS Select) Transition Associate
Role Overview
As a Transition Associate, you act as one of the primary team members for the onboarding and refinancing lifecycle of LOCs. The role is inherently cross‑functional, requiring a blend of technical Private Banking financial expertise, project management, high‑touch client relationship skills, and risk management.
Core Responsibilities
LOC Specialization:
Coordinating the end‑to‑end refinancing of LOCs and the transfer of corresponding collateralized assets, including adherence to robust risk management procedures.
Client Relationship Management:
Maintaining relationships with transitioning advisors and institutional contacts, providing best‑in‑class client service and communication.
Pipeline & Project Management:
Leveraging project management tools to track transitions and provide real‑time reporting to internal and external stakeholders.
Data Integrity:
Handling sensitive client data to prepare comprehensive data packages, ensuring accuracy and compliance with operational policies.
Platform Advocacy:
Demonstrating the GS Select platform to advisors, highlighting functionality and best practices to optimize their experience.
Strategic Collaboration:
Partnering with territory‑based Regional Banking Directors and project management teams to support firms during complex transition phases.
Requirements and Qualifications
Experience:
2-3 years in financial services, specifically in client‑facing or servicing roles. Familiarity with Private Banking and LOCs is preferred.
Leadership:
Proven track record in project management.
Education:
Bachelor's degree.
Technical Skills:
Proficiency in analytical tools (including Excel), technical system functions, and the ability to master new platforms quickly.
Soft Skills:
Exceptional written and verbal communication; ability to manage time‑sensitive tasks in a fast‑paced environment.
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
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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Role Overview
As a Transition Associate, you act as one of the primary team members for the onboarding and refinancing lifecycle of LOCs. The role is inherently cross‑functional, requiring a blend of technical Private Banking financial expertise, project management, high‑touch client relationship skills, and risk management.
Core Responsibilities
LOC Specialization:
Coordinating the end‑to‑end refinancing of LOCs and the transfer of corresponding collateralized assets, including adherence to robust risk management procedures.
Client Relationship Management:
Maintaining relationships with transitioning advisors and institutional contacts, providing best‑in‑class client service and communication.
Pipeline & Project Management:
Leveraging project management tools to track transitions and provide real‑time reporting to internal and external stakeholders.
Data Integrity:
Handling sensitive client data to prepare comprehensive data packages, ensuring accuracy and compliance with operational policies.
Platform Advocacy:
Demonstrating the GS Select platform to advisors, highlighting functionality and best practices to optimize their experience.
Strategic Collaboration:
Partnering with territory‑based Regional Banking Directors and project management teams to support firms during complex transition phases.
Requirements and Qualifications
Experience:
2-3 years in financial services, specifically in client‑facing or servicing roles. Familiarity with Private Banking and LOCs is preferred.
Leadership:
Proven track record in project management.
Education:
Bachelor's degree.
Technical Skills:
Proficiency in analytical tools (including Excel), technical system functions, and the ability to master new platforms quickly.
Soft Skills:
Exceptional written and verbal communication; ability to manage time‑sensitive tasks in a fast‑paced environment.
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
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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