OUR IMPACT

Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

HOW YOU WILL FULFILL YOUR POTENTIAL

         Support strategic initiatives focused on improving client experience, operational efficiency, service scalability, and business performance. Including AI-focused initiatives through business analysis, requirements gathering, process documentation, testing, adoption tracking, and benefit realization measurement.

         Partner with Product, Engineering, Operations, Risk, and Client Service teams to document business requirements, develop use cases, and support solution design.

         Analyze business performance, client feedback, operational metrics, and service trends to identify opportunities and support strategic decision making.

         Build business cases and supporting analyses that clearly articulate opportunities, requirements, risks, expected benefits, and success metrics.

         Develop executive-ready presentations, reporting, and strategy materials for leadership discussions and business reviews.

         Coordinate project workstreams, track deliverables, identify risks, and provide updates to stakeholders.

         Support the prioritization and tracking of strategic initiatives to ensure alignment with business objectives and client needs.

         Aggregate and analyze client feedback and service insights to identify recurring themes and recommend enhancements to the client experience.

         Create reporting and dashboards that provide leadership transparency into business performance, operational efficiency, client engagement, and strategic initiative progress.

         Help identify opportunities to leverage automation, generative AI, workflow optimization, and emerging technologies to enhance the client experience and improve organizational scale.

         Assist in measuring and communicating business outcomes associated with strategic initiatives, automation programs, and operational improvements.

         Build strong relationships across the organization and communicate effectively with stakeholders at all levels.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

Basic Qualifications

         Bachelor's degree required.

         3-8 years of experience in business strategy, consulting, analytics, project management, operations, product strategy, business management, or a related field.

         Strong analytical and problem-solving skills with the ability to translate data into actionable recommendations.

         Excellent written and verbal communication skills.

         Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously.

         Ability to collaborate effectively across cross-functional teams and influence outcomes through partnership and communication.

         Advanced proficiency in Microsoft Excel and PowerPoint.

         Ability to work effectively in a fast-paced, dynamic, and highly regulated environment.

         Strong attention to detail, accountability, and ownership mindset.

Preferred Qualifications

         Experience within financial services, wealth management, RIA custody, banking services, or client service organizations.

         Experience developing executive presentations, performance reporting, dashboards, or business cases.

         Familiarity with Salesforce, Tableau, Power BI, Alteryx, Jira, or similar analytical and workflow management tools.

         Exposure to process improvement, client experience programs, product management, operational transformation, or change management initiatives.

         Demonstrated interest in artificial intelligence, automation, digital transformation, or technology-enabled business solutions.

         Experience leveraging AI-enabled tools to improve productivity, operational processes, or client experiences.

         Experience evaluating business processes and identifying opportunities for automation, workflow optimization, or service scale.

WHY THIS ROLE

This role is ideal for a highly analytical and intellectually curious professional who enjoys solving complex business problems and driving meaningful business outcomes. You will have the opportunity to work on high-visibility initiatives spanning client experience, operational excellence, business strategy, process optimization, and AI-driven transformation. The position offers exposure to senior leadership, strategic decision making, and one of the firm's fastest-growing businesses. You will play a key role in helping shape the future of service delivery at Goldman Sachs by supporting initiatives that leverage data, automation, and artificial intelligence to create a more scalable, efficient, and client-centric organization.