AWM, Marcus by Goldman Sachs, Legal Document Review, Vice President, Richardson, TX/Draper, UT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design

Marcus by Goldman Sachs

The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity

Responsibilities

• Oversee a high-performing operation teams to achieve business goals in customer service and maintain employee satisfaction by providing leadership, communication, coaching and professional development to direct reports and their teams
• Prioritize objectives and implement strategies to achieve company initiatives as part of the leadership team
• Responsible for managing and ensuring the accuracy and efficiency of all document review processes
• Responsible for identifying and mitigating risks associated with all document review processes including the Escheatment process
• Collaborate with Legal stakeholders to achieve mutual goals and proactively resolve potential issues, and escalations
• Form and lead internal teams, providing guidance and mentorship as needed
• Drive improvements in business processes and ensures optimal resource utilization and audit compliant administrative process and strategy
• Perform root cause analysis following events and partner with key stakeholders, including Product and Engineering, to put in additional controls as needed
• Create executive level presentations on an ad hoc basis, concisely and effectively communicating to senior management with visual representation of analysis and proposals for necessary enhancements
• Assist in documenting business requirements that can drive business process improvements and simplification

Basic Qualifications

• Bachelor's degree
• Strategic vision with the ability to execute
• Demonstrated leadership presence and maturity
• Back Office experience related to Probate document review, Escheatment, and Power of Attorney documents
• Impeccable judgment and ability to make sound decisions in a fast-paced, dynamic setting
• Excellent written and verbal communication skills
• Executive-level presentation skills
• Ability to handle high-level client interactions and/or escalations
• Strong interpersonal, relationship-building, and negotiating skills
• High level of proficiency with Microsoft Office (Excel, Outlook, PowerPoint
• Ability to learn quickly and adapt to projects and deadlines
• Must be self-directed, detail oriented, critical thinker, positive attitude, driven, able to work independently in a team-oriented and fast paced environment

Prior experience must include the following:

• Minimum of 5 years of banking or contact center or back-office operations experience
• Minimum of 10 years supervisory experience and managing other leaders

Preferred Qualifications:

• Master's degree (Business, Data Analysis, Finance, Computer Science, Information Systems, Information Technology Management or related field)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

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, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

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

The Goldman Sachs Group, Inc., 2025. All rights reserved.

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.