AWM, Marcus by Goldman Sachs, Legal Document Review, Vice President, Richardson, TX/Draper, UT location_on Richardson, Texas, United States 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 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 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 experienceand managing other leaders Preferred Qualifications: Master’s degree (Business, Data Analysis, Finance, Computer Science, Information Systems, Information Technology Management or related field)
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...Summary In this exciting role, you will be responsible for managing the KYC process for corporate clients of our Japanese Banking Americas team (JBA). JBA provides banking services to our Japanese corporate client base in the Americas. Core Responsibilities Client...
...R. England was honored with a 2020 Glassdoor Top Places to Work award, the Achievers 50 Most Engaged Workplaces Award and by Deloitte Private and The Wall Street Journal as a 2021 US Best Managed Company. Committed to giving back the community, learn more about...
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