Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President

Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President Goldman Sachs - 3.9 Dallas, TX Job Details 1 day ago Benefits Disability insurance Health insurance Dental insurance Adoption assistance Parental leave Employee assistance program Life insurance Childcare Qualifications Internal controls Financial data reconciliation Order management system Team supervision Tooling Change management Bachelor's degree Requirements analysis Project delivery management Leading team collaboration initiatives System requirements definition AI-driven automation Project leadership Banking internal controls Automation tools Project stakeholder communication Senior leadership Full Job Description About Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management offers the opportunity to help clients across the globe realize their potential while you discover your own. As part of one of the world's leading asset managers, with over $2 trillion in assets under supervision, you will participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. We provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individualsbringing together traditional and alternative investments with a focus on long-term performance. Our Impact Trade Operations is the backbone supporting our retirement-focused separately managed account platform. As a Vice President, you will be a leader on a team accountable for trade lifecycle management, portfolio operations, an industry-leading risk and control framework, and a project management roadmap that modernizes our platform through automation, data, and emerging technologies. Your Impact - Primary Responsibilities Trade and Portfolio Operations: Oversee the full trade lifecycle order management, execution support, allocation, settlement, and trade exception/break resolution. Partner with vendors, portfolio managers, and trading desks on daily reconciliation, rebalancing, cash management, corporate actions, and flow analytics. Ensure portfolios are accurately aligned with mandates. Risk & Control Framework: Build, document, and continuously enhance pre- and post-trade compliance controls, key risk indicators, and SOX-aligned procedures; lead Risk and Control Self-Assessments and drive the timely identification, escalation, and resolution of operational incidents. People: Coach, lead, and develop a team of Analysts and Associates. Set performance objectives, collaborate on career development plans, and foster an inclusive, high-performing culture aligned with the firm's Business Principles. Distribution Enablement: Lead strategic client and internal initiatives, manage complex product events, and support new product and platform launches across broker-dealers, clearing firms, RIAs, TPAs, and retirement recordkeepers. Innovation & Transformation: Drive automation, workflow reengineering, and adoption of AI/ML, low-code platforms, and advanced analytics to reduce manual touchpoints, improve STP rates, and create operational alpha. Cross-Functional Collaboration: Partner with Trading, Portfolio Management, Risk, Legal, Compliance, and Engineering to deliver scalable, controlled solutions. Communication & Reporting: Provide clients and senior leadership with reporting on quality metrics, control posture, project delivery health, and innovation outcomes; represent Operations in firmwide governance forums and client meetings. Qualifications Bachelor's degree from a four-year college or university required; MBA, CFA, FRM, PMP, or Six Sigma certification strongly preferred. 7+ years of experience in trade operations, middle/back office, portfolio operations, or investment operations at an asset manager, hedge fund, custodian, or broker-dealer. Proven experience leading teams through change and transformation. Strong understanding of portfolio construction, rebalancing, reconciliation, and investment guidelines. Hands-on experience with Order/Execution Management Systems (OMS/EMS) e.g., RedBlack, Eclipse, Tamarac, Charles River, Eze, etc., Portfolio Accounting Systems, and reconciliation tools. Demonstrated success in project management and innovation, requirements gathering, testing, automation (Python, Alteryx, UiPath, Tableau/Power BI a plus), and AI use case identification. Robust risk and control mindset with experience designing pre/post-trade controls. Exceptional analytical, communication, and stakeholder management skills with the ability to engage and build consensus among stakeholders at every level. FINRA Series 7 and 63 preferred; Series 65, 24, or 99 a plus. Ability to thrive in a high-pressure, deadline-driven, and collaborative environment. 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. Opportunity Overview

CORPORATE TITLE

Vice President

OFFICE LOCATION(S)

Dallas

JOB FUNCTION

Client Services - Operations

DIVISION

Asset & Wealth Management