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Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager, Vice President - Dallas

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

The Vice President, Client Relationship Manager in Goldman Sachs Asset Management's Client Coverage Group (CCG) will service and expand existing client relationships across institutional clients, with a focus on pension plans and investment solutions. You will serve as the main point of contact across Portfolio Management, Trading, Operations, Legal, and Compliance, coordinating lifecycle events and delivering customized and standardized reporting. The role requires strong knowledge of investment policy statements, IMA, and institutional documentation, plus excellent project management and interpersonal skills to collaborate across teams and respond to client inquiries. Based in Dallas, Texas, this role emphasizes client service excellence and proactive relationship expansion within Asset & Wealth Management.

Compensation
Not specified USD

Currency: $ (USD)

City
Dallas
Country
United States

Full Job Description

Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager , Vice President - DallasDallas, Texas, United States
Opportunity Overview
CORPORATE TITLEVice President
OFFICE LOCATION(S)Dallas
JOB FUNCTIONClient Services - Operations
DIVISIONAsset & Wealth Management

YOUR IMPACT

 

Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication skills and investment acumen who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.

 

OUR IMPACT

Goldman Sachs Asset Management is one of the worlds leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate todays dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the worlds leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. 

 

The Client Coverage Group (CCG) within Asset Management is dedicated to servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management, while also looking for opportunities to expand the relationship. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with portfolio management and operations teams to address client queries. 

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Contribute to a broad platform that serves as the clients main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
  • Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery 
  • Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing 
  • Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization 
  • Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client 
  • Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
  • Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
  • Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients

 

BASIC QUALIFICATIONS 

  • Bachelors degree, preferably in business or finance-related studies
  • 5-10 years of work experience at an institutional asset management firm / other financial services organization
  • Direct experience working with pension plan clients; familiarity with funded status considerations, liability-aware investing, and pension governance structures
  • Strong knowledge of investment policy statements (IPS), investment management agreements (IMA), and institutional documentation standards 
  • Comfortable coordinating across Portfolio Management, Legal, Operations, and Compliance teams to support client service efforts 
  • Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams
  • Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
  • Strong knowledge of the asset management business, financial markets and investment funds or separately managed accounts
  • An understanding of portfolio construction, risk management or accounting principles would be beneficial 
  • Highly organized with exceptional attention to detail, time management skills and excellent follow-through 
  • Strong written and oral communication skills
  • Motivated and proactive self-starter with strong work ethic 
  • Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools

 

PREFERRED QUALIFICATIONS 

  • Financial services industry experience
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
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 Services
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).
Child Care & Family Care
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
Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager, Vice President - Dallas

Compensation

Not specified USD

City: Dallas

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

The Vice President, Client Relationship Manager in Goldman Sachs Asset Management's Client Coverage Group (CCG) will service and expand existing client relationships across institutional clients, with a focus on pension plans and investment solutions. You will serve as the main point of contact across Portfolio Management, Trading, Operations, Legal, and Compliance, coordinating lifecycle events and delivering customized and standardized reporting. The role requires strong knowledge of investment policy statements, IMA, and institutional documentation, plus excellent project management and interpersonal skills to collaborate across teams and respond to client inquiries. Based in Dallas, Texas, this role emphasizes client service excellence and proactive relationship expansion within Asset & Wealth Management.

Full Job Description

Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager , Vice President - DallasDallas, Texas, United States
Opportunity Overview
CORPORATE TITLEVice President
OFFICE LOCATION(S)Dallas
JOB FUNCTIONClient Services - Operations
DIVISIONAsset & Wealth Management

YOUR IMPACT

 

Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication skills and investment acumen who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.

 

OUR IMPACT

Goldman Sachs Asset Management is one of the worlds leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate todays dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the worlds leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. 

 

The Client Coverage Group (CCG) within Asset Management is dedicated to servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management, while also looking for opportunities to expand the relationship. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with portfolio management and operations teams to address client queries. 

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Contribute to a broad platform that serves as the clients main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
  • Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery 
  • Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing 
  • Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization 
  • Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client 
  • Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
  • Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
  • Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients

 

BASIC QUALIFICATIONS 

  • Bachelors degree, preferably in business or finance-related studies
  • 5-10 years of work experience at an institutional asset management firm / other financial services organization
  • Direct experience working with pension plan clients; familiarity with funded status considerations, liability-aware investing, and pension governance structures
  • Strong knowledge of investment policy statements (IPS), investment management agreements (IMA), and institutional documentation standards 
  • Comfortable coordinating across Portfolio Management, Legal, Operations, and Compliance teams to support client service efforts 
  • Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams
  • Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
  • Strong knowledge of the asset management business, financial markets and investment funds or separately managed accounts
  • An understanding of portfolio construction, risk management or accounting principles would be beneficial 
  • Highly organized with exceptional attention to detail, time management skills and excellent follow-through 
  • Strong written and oral communication skills
  • Motivated and proactive self-starter with strong work ethic 
  • Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools

 

PREFERRED QUALIFICATIONS 

  • Financial services industry experience
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
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 Services
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).
Child Care & Family Care
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

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.