Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred Qualifications:
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local events, as needed
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$43k-62k yearly est. 2d ago
Asset & Wealth Management Recruiter Analyst
Jpmorganchase 4.8
Plano, TX jobs
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. The U.S. Private Bank provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As a Recruiting Analyst in Asset & Wealth Management, you will play a vital role in our global recruitment efforts for the Wealth Management and Alternatives Solutions business. You'll primarily focus on recruiting talented Analysts and Associates, while also collaborating with senior recruiters on higher-level searches. In this role, you'll be an integral part of our Talent Acquisition & Talent Management initiatives, contributing to competitive intelligence, market mapping, succession planning, and confidential projects. Building strong relationships with senior managers and candidates is at the heart of what we do, so your consultative and strategic mindset will be key to your success.
We are excited to welcome someone who is passionate about connecting with people and making a meaningful impact on our team. If you thrive in a collaborative environment and are eager to grow with us, we would love to hear from you!
Job Responsibilities
Leverage creative sourcing and outreach strategies to attract top talent through various platforms and networks.
Manage the full recruitment lifecycle, from initial contact to successful hire, ensuring a seamless process.
Understand the unique needs of each business line by participating in client meetings, staying informed about business changes, and acting as a subject matter expert in your recruiting areas. Manage expectations for both hiring managers and candidates.
Ensure a positive candidate experience with regular and timely communication throughout the recruitment process, sharing feedback from managers and appropriately updating all candidates.
Conduct thorough interviews to assess and qualify both active and passive candidates, ensuring alignment with the role's requirements.
Educate candidates on career growth opportunities, benefits, compensation philosophy, and the many advantages of joining our firm, effectively promoting both the company and the role.
Facilitate compensation discussions with hiring managers and candidates to ensure successful offer closures.
Build strong relationships with key stakeholders to support candidate development and offer processes.
Utilize the full capabilities of our applicant tracking system, maintaining data integrity and ensuring accurate records.
Required Qualifications, Skills, and Capabilities
1 year of experience in full lifecycle recruiting within a fast-paced corporate environment or a recruiting agency, particularly in financial services.
Strong communications skills with ability to think quickly on your feet.
Comfortable speaking with prospective candidates, of all seniorities, on a regular basis via telephone and zoom/virtual.
Proven project management skills, with the ability to handle complex assignments and multiple searches while delivering top-notch client service.
Strong interpersonal skills, comfortable interacting with employees at all levels.
Ability to work independently in a dynamic environment characterized by change, challenges, and multiple deadlines and priorities.
Experience handling sensitive and confidential information with the utmost discretion.
Exceptional networking and relationship-building skills, with expertise in name generation.
High comfort level with direct sourcing, and the ability to attract currently employed candidates to opportunities within our firm.
YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. THIS ROLE IS FOR A 2026 START.
OUR IMPACT
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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of our sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs. Your expertise will be vital in managing the intricate onboarding of new client relationships, meticulously ensuring the achievement of their investment objectives, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. This role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and a relentless pursuit of excellence.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Leverage your interpersonal skills to contribute to a growing business
* Act as key relationship manager for ultra-high net worth clients
* Work closely with Private Wealth Advisors and teammates to service our clients
* Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
* Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
* Identify opportunities for wealth advisory services for clients
* Understand client suitability and risk tolerance
* Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
* Work with our middle and back office colleagues to ensure an exceptional client experience
* Execute, process and reconcile trading and other investment related transactions
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. This role is in our Houston office.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
* Bachelor's Degree Required
* 1-3 years of preferred experience in client service and/or the financial industry
* Ability to work in a fast-paced environment and think clearly under pressure
* Strong interest in client service
* Self-motivated and able to work in an autonomous, yet collaborative environment
* Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
* Commitment to excellence and a high level of integrity
* Interest in Financial Services Industry
* SIE, Series 7 and 63 required (must be obtained within three months of employment)
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: *********************************************************************
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.
INTERNAL AUDIT - AWM
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
• Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
• Raise awareness of control risk
• Assesses the firm's control culture and conduct risks
• Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
Participation in planning and scoping reviews, meeting with the stakeholders within the area being reviewed to understand and walk through the business and technology processes and identifying the key risks and controls to be assessed
Assessment of the risk and impact of the issues identified on reviews and production of the report to management
Ad hoc work on firmwide projects around new processes or activities and investigation of incidents
Maintenance of internal stakeholder relationships and regular interaction with the business during the year to assess changes in the control environment and other matters arising in the businesses which may influence the coverage scope and audit plan
Ongoing liaison with colleagues globally and internal and external stakeholders including regulators and external audit Follow up with stakeholders on remediation of actions coming out of issues identified during audit
Assessment of the adequacy of the design and operating effectiveness of the controls to mitigate the key risks identified
SKILLS AND RELEVANT EXPERIENCE
Team oriented with a strong sense of ownership and accountability
Strong verbal and written communication skills
Solid analytical skills
Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
0-3 years of experience in a public accounting or internal audit role within the financial services industry or a related control function
4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related subject
Relevant certification or industry accreditation (e.g., CPA, CFA, CIA) is a plus
Strong organizational and project management skills with the ability to multi-task and meet tight deadlines while remaining organized in a fast-paced, dynamic environment
Excellent critical thinking and problem-solving skills with the ability to learn both firm and industry standards
Auditing complex business processes within Investing and Lending, Underwriting and Financing businesses
Audit techniques, such as data analysis, control design assessments, control effectiveness testing, outcome-based testing
Relationship building skills and ability to work effectively across a global team
Asset & Wealth Management -Analyst Quantitative Strategist in PWM Portfolio Analytics:
Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. As a member of our team, you will use your training in mathematics, programming, and logical thinking to construct quantitative models that drive our success in global financial markets. Your problem-solving talents and aptitude for innovation will help define your contributions and enable you to find solutions to a broad range of problems, in a dynamic, fast-paced environment.
As a strategist on our portfolio analytics team within our premier Goldman Sachs Private Wealth Management business, you will collaborate closely with financial professionals in the PWM business to combine quantitative techniques and industry knowledge to help design and refine investment strategies tailored for our PWM clients. You will be expected to develop a deep understanding of a wide range of financial products.
Responsibilities include:
Working closely with wealth management professionals to design and create client reporting tools
Working with senior leadership on business analytics and marketing efforts
Providing backtests, risk analytics, and other analyses of PWM's investment strategies
Developing simulations to quantify benefits of PWM strategies and help drive client engagement
Developing standardized & scalable client reporting for an extensive client base, along with customized and bespoke analytics for the division's largest and most sophisticated clients
Building and maintaining infrastructure of Strategists' analytical systems in a resource efficient manner
About Goldman Sachs PWM:
Goldman Sachs Private Wealth Management (PWM) is a world-class provider of wealth management solutions for high-net-worth individuals, their families, and foundations. Our PWM advisors help clients manage their financial wealth including providing access to innovative investment ideas and opportunities, developing customized investment strategies, and offering a full array of wealth management services.
Qualifications:
Bachelor or Masters in a quantitative or engineering field, e.g. mathematics, physics, quantitative finance, computational finance, computer science, engineering
Programming and mathematical skills are required
Interest and knowledge of the financial markets. Keen to understand all facets of Private Wealth Management business.
Intelligence, creativity, and problem-solving skills
Great communication skills (written and verbal)
A self-starter, should have ability to work independently as well as thrive in a team environment
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: **********************************************************************
The Goldman Sachs Group, Inc., 2023. 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.
AssetManagement A career with Goldman Sachs Asset & Wealth Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading assetmanagers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.
GSAM invests both the firm's own capital and capital raised from outside investors in corporate equity and debt, real estate equity and debt, asset-based equity and debt, growth equity and infrastructure assets world-wide. Our business operates on a global platform, and we are one of the largest managers of private capital globally.
GSAM Private Credit is one of the world's largest alternative credit investing platforms with approximately $125bn of AUM and investment professionals based in the US, Europe, Asia and Australia. GSAM Private Credit is a dynamic platform with significant cross-pollination across strategies - Direct Lending, Hybrid Capital, Asset Finance and IG Corporate and Infrastructure Credit.
Asset Finance
Asset Finance ("AF") is a growth area within Private Credit, focusing on financings backed by physical and/or financial collateral. AF provides flexible funding solutions across the capital structure, engaging in a broad range of asset-based strategies that include fund finance, diversified CRE / residential, consumer and SME, digital infrastructure, trade receivables, music royalties, hard asset financings and more.
This is an opportunity to play an important role in the development and growth of our global asset finance platform, and get exposure to a global team and full spectrum of the team's activities, which are varied and challenging. Those encompass transaction origination, underwriting, structuring, risk management and execution.
Client focus and creativity are the cornerstones of our business. We strive towards an entrepreneurial, flexible, and open culture, where we work collaboratively with teams across GSAM on initiatives that further improve overall performance and enable us to anticipate our clients' evolving needs.
The investment ambitions of our clients may be simply risk or return focused, but often also are informed by ALM, accounting, or regulatory capital considerations. We work closely to identify and align with these, and make use of structured finance techniques to help them to efficiently express their positioning via tailored investment solutions. As such, our asset focus is broad and can vary widely both in terms of investment risk (underlying exposures and objectives) and delivery (broad range of fund/ managed account products).
How you will fulfill your potential
* Engaging in all aspects of due diligence and business analysis to develop and refine investment theses
* Participating in structuring, negotiating and documenting investments
* Project manage transaction operations including coordinating with multiple departments within the organization: Specifically, Risk, Legal, Compliance, and Operations
* Communicating and defending investment theses to internal stakeholders and committees, including relevant GSAM Investment Committees
* Actively monitoring existing investments in the portfolio
* Contribute to ensuring reporting excellence towards our clients.
* Contribute to platform expansion and potentially the introduction of new investment strategies
Skills and experience we're looking for
* 1+ years of work experience in fixed income at a bank, assetmanager, rating agency, or other relevant financial institution
* Strong quantitative, financial modeling, analytical and problem-solving skills
* Passion for investing with specific interest in credit / other structured products
* Highly organized with exceptional attention to detail and excellent follow-through
* Excellent verbal and written communication skills
* Flexible and creative mindset; ability to analyze a variety of industries and businesses
* Ability to self-direct, analyze and evaluate and form independent judgments
* Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialog and interactions, and collaborate well with others
* Strong skills in MS Office (Excel, PowerPoint and Word)
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: *********************************************************************
 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.
Asset & Wealth Management -Analyst Quantitative Strategist in PWM Portfolio Analytics: Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. As a member of our team, you will use your training in mathematics, programming, and logical thinking to construct quantitative models that drive our success in global financial markets. Your problem-solving talents and aptitude for innovation will help define your contributions and enable you to find solutions to a broad range of problems, in a dynamic, fast-paced environment.
As a strategist on our portfolio analytics team within our premier Goldman Sachs Private Wealth Management business, you will collaborate closely with financial professionals in the PWM business to combine quantitative techniques and industry knowledge to help design and refine investment strategies tailored for our PWM clients. You will be expected to develop a deep understanding of a wide range of financial products.
Responsibilities include:
* Working closely with wealth management professionals to design and create client reporting tools
* Working with senior leadership on business analytics and marketing efforts
* Providing backtests, risk analytics, and other analyses of PWM's investment strategies
* Developing simulations to quantify benefits of PWM strategies and help drive client engagement
* Developing standardized & scalable client reporting for an extensive client base, along with customized and bespoke analytics for the division's largest and most sophisticated clients
* Building and maintaining infrastructure of Strategists' analytical systems in a resource efficient manner
About Goldman Sachs PWM:
Goldman Sachs Private Wealth Management (PWM) is a world-class provider of wealth management solutions for high-net-worth individuals, their families, and foundations. Our PWM advisors help clients manage their financial wealth including providing access to innovative investment ideas and opportunities, developing customized investment strategies, and offering a full array of wealth management services.
Qualifications:
* Bachelor or Masters in a quantitative or engineering field, e.g. mathematics, physics, quantitative finance, computational finance, computer science, engineering
* Programming and mathematical skills are required
* Interest and knowledge of the financial markets. Keen to understand all facets of Private Wealth Management business.
* Intelligence, creativity, and problem-solving skills
* Great communication skills (written and verbal)
* A self-starter, should have ability to work independently as well as thrive in a team environment
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: *********************************************************************
The Goldman Sachs Group, Inc., 2023. 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.
YOUR IMPACT The Goldman Sachs Partner Family Office provides curated and customized financial planning and investment management advice and implementation to Goldman Sachs Partners, Partner Alumni and their families. Client Analysts are integral parts of PFO Planning client advisory teams. In this role, Client Analysts within advisory teams lead all aspects of client service operations, from organizing advisory team and client meetings, to supporting advisory teams through tax and other client service deadlines, to completing DocuSign requests, etc. A highly organized candidate, with strong team orientation and excellent communication skills will thrive in this role. This role is for an early 2026 start date.
OUR IMPACT
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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Schedule and manage client and advisory team meetings, including travel, space management and expenses.
* Spearhead client onboarding and contracting, including resolving any questions or issues related to billing, invoicing or contracts
* Support advisory teams deliver critical client service, including assistance through tax deadlines. This can include:
* managing and processing incoming client mail
* creating vouchers
* requesting checks
* downloading tax documents
* drafting responses
* prepopulating subscription documents
* populating appropriate tax forms
* communicating operational tasks with external tax firms
* mailing out responses and tax filing, etc.
* managing task trackers (i.e. tax refund logs, mortgage, tax tracker, notices log, frequency report etc.)
* coordinate capital calls
* supporting mortgage requests and applications
* preparing consent forms
* DocuSign requests
* database updates
* executing philanthropic giving processes, including charitable acknowledgment letters
* Support data gathering asks, data management et al as required
* Collaborate with internal teams to complete various client service and operational tasks, including issue resolutions
* Ensure processes and procedures within the advisory team are effective, efficient and compliant with firmwide policies and procedures
* Identify opportunities to enhance operational efficiency
* Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security and compliance
* Ad hoc issue resolution and management support as required
SKILLS & EXPERIENCE WE'RE LOOKING FOR
* Bachelor's degree and / or demonstrated client service experience in a corporate environment
* Familiarity with financial planning and tax documents is advantageous
* Proficiency in Word, Excel, Outlook and Powerpoint
* Eager to work in a fast-paced environment; ability to think and execute clearly under time pressure
* Extremely organized and detail-oriented
* Excellent communications skills
* Team orientation
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: *********************************************************************
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.
INTERNAL AUDIT - AWM In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
* Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
* Raise awareness of control risk
* Assesses the firm's control culture and conduct risks
* Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
* Participation in planning and scoping reviews, meeting with the stakeholders within the area being reviewed to understand and walk through the business and technology processes and identifying the key risks and controls to be assessed
* Assessment of the risk and impact of the issues identified on reviews and production of the report to management
* Ad hoc work on firmwide projects around new processes or activities and investigation of incidents
* Maintenance of internal stakeholder relationships and regular interaction with the business during the year to assess changes in the control environment and other matters arising in the businesses which may influence the coverage scope and audit plan
* Ongoing liaison with colleagues globally and internal and external stakeholders including regulators and external audit Follow up with stakeholders on remediation of actions coming out of issues identified during audit
* Assessment of the adequacy of the design and operating effectiveness of the controls to mitigate the key risks identified
SKILLS AND RELEVANT EXPERIENCE
*
* Team oriented with a strong sense of ownership and accountability
* Strong verbal and written communication skills
* Solid analytical skills
* Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
* 0-3 years of experience in a public accounting or internal audit role within the financial services industry or a related control function
* 4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related subject
* Relevant certification or industry accreditation (e.g., CPA, CFA, CIA) is a plus
* Strong organizational and project management skills with the ability to multi-task and meet tight deadlines while remaining organized in a fast-paced, dynamic environment
* Excellent critical thinking and problem-solving skills with the ability to learn both firm and industry standards
* Auditing complex business processes within Investing and Lending, Underwriting and Financing businesses
* Audit techniques, such as data analysis, control design assessments, control effectiveness testing, outcome-based testing
* Relationship building skills and ability to work effectively across a global team
YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. THIS ROLE IS FOR A 2026 START.
OUR IMPACT
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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of our sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs. Your expertise will be vital in managing the intricate onboarding of new client relationships, meticulously ensuring the achievement of their investment objectives, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. This role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and a relentless pursuit of excellence.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Leverage your interpersonal skills to contribute to a growing business
* Act as key relationship manager for ultra-high net worth clients
* Work closely with Private Wealth Advisors and teammates to service our clients
* Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
* Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
* Identify opportunities for wealth advisory services for clients
* Understand client suitability and risk tolerance
* Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
* Work with our middle and back office colleagues to ensure an exceptional client experience
* Execute, process and reconcile trading and other investment related transactions
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. This role is in our Dallas office.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
* Bachelor's Degree Required
* 1-3 years of preferred experience in client service and/or the financial industry
* Ability to work in a fast-paced environment and think clearly under pressure
* Strong interest in client service
* Self-motivated and able to work in an autonomous, yet collaborative environment
* Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
* Commitment to excellence and a high level of integrity
* Interest in Financial Services Industry
* SIE, Series 7 and 63 required (must be obtained within three months of employment)
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: *********************************************************************
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.
$68k-105k yearly est. Auto-Apply 60d+ ago
Asset & Wealth Management, Marcus, Money Movement & Reconciliation Team Lead, Analyst - Richardson, TX/Draper, UT
Asset & Wealth Management, Marcus, Money Movement & Reconciliation Team Lead, Analyst - Richardson, TX/Draper, UT
Goldman Sachs 4.8
Asset management analyst job at Goldman Sachs
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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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.
HOW YOU WILL FULFILL YOUR POTENTIAL
You are passionate about operations, leadership, and using digital tools to provide solutions and excellent customer service to consumers. You are an experienced leader, who will lead our consumer contact team, coach and develop teams, while providing feedback and influencing new processes both directly and indirectly.
Key Responsibilities:
* Lead, manage and supervise the day-to-day operations of a team of 15-18 representatives
* Monitor and evaluate performance of the team, rewarding behaviors and/or performance when appropriate and addressing performance and behavioral issues as they arise
* Train, provide direction and enforce policies and standards to help the staff achieve departmental goals and objectives
* Establish schedules for team members
* Assist with interviewing and selection of team members and serve as a role model/mentor to your team and others
* Conduct weekly one-on-ones and bi-monthly staff meeting, as well as on-the-spot coaching / feedback
* Monitor cases and work closely with the QA teams to closely manage ongoing professional and personal development of operations team members
* Create and maintain an environment with intense focus on customer satisfaction and professional customer support balanced with consistent achievement of standard business objectives
* Provide hands-on assistance to team members while serving as an escalation point for the operation's customer issues and complaints
* Offer guidance to the management team in such areas as real time operational performance, ensuring that service level targets are achieved as set by the business
* Recommend improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy
* Assist in project planning and identification of issues by monitoring projects and delivering the improvement/process on time
* Oversee ACH Exception process flow and Outgoing wire processing.
* Manage Money Movement General Ledgers exceptions and escalations timely
Basic Qualifications:
* Associates or Bachelor's degree or equivalent military experience
* Minimum of 3 years in supervisory experience
* Strong understanding of customer service experience and process improvements
* Must be self-directed, detail oriented, driven and able to work independently in a team-oriented and fast paced environment and have a positive attitude
Preferred Qualifications:
* Leadership experience in a startup environment
* Deposit Money Movement & Reconciliation experience
The Goldman Sachs Group, Inc., 2023. 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
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: *********************************************************************
The Goldman Sachs Group, Inc., 2023. 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.
$68k-105k yearly est. Auto-Apply 15d ago
Loan Documentation and Processing Intermediate Associate Analyst
Citi 4.6
Irving, TX jobs
The Loan Doc & Proc Intmd Assoc Ayst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Individual must be accountable, ethical, results oriented, trustworthy, and credible.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Responsibilities:
This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
Activities will include independently processing and closing loans within a complex loan operations environment.
Integrates a solid understanding of industry and business standards and practices of loan documentation processes
Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
Applies judgment when interpreting data, preparing reports, and presents findings to management
Make resolution recommendations based on identified trends and facts
Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
Participates in and supports the implementation of projects and process improvement initiatives
Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions
Demonstrates a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes.
Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, to adhere to audit and control policies. Serves as a checker for systematic transactions as a last line of defense.
Timely escalation and resolution of all inquiries and issues related to loan documentation.
Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
Provides informal guidance and/or on-the-job-training to new team members
Works closely with own team and internal stakeholders in order to meet client needs
Has direct interaction with external customers to disseminate or explain information
Individuals who are emerging as an expert in a specific skill set, business area or product, but who remain focused primarily on daily execution
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct business practices, escalating, managing and reporting control issues with transparency.
Qualifications:
2 - 5 years relevant experience
Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
General awareness of managing, preparing, and reviewing loan documentation
Able to identify, mitigate, manage, resolve, and escalate risks and issues
Reasonable awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Education:
Bachelor's/University degree or equivalent experience
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Job Family Group:
Operations - Transaction Services
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Job Family:
Loan Documentation and Processing
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Time Type:
Full time
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Primary Location:
Irving Texas United States
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Primary Location Full Time Salary Range:
$61,870.00 - $86,330.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Dec 19, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$61.9k-86.3k yearly Auto-Apply 19d ago
Underwriting Analyst- Agency
PNC Financial Services Group, Inc. 4.4
Dallas, TX jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Underwriting Analyst within PNC's Commercial Real Estate organization, you will be based in Dallas, TX or Calabasas, CA.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Under direct supervision, completes basic due diligence, document processing and financial/statistical analysis in support of the underwriting function. May assist in preparation of business case for credit approval, but does not have credit approval authority.
* Performs basic due diligence, including reviewing relevant forms, providing analysis and ordering reports.
* Assists in the underwriting process by ensuring the accuracy and/or completeness of relevant information and documents.
* Performs basic financial analysis, such as cash flow and collateral analysis.
* Researches/responds to internal/external customer questions and inquiries.
* Knowledge of IRS Code Section 42 and 47, equity structures and documentation, market research (including onsite inspections and market comp analysis, and 3rd party or external guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Credit Decisions, Decision Making, Financial Analysis, Identifying Risks, Process Improvements, Results-Oriented, Risk Assessments
Competencies
Accuracy and Attention to Detail, Credit Analysis and Verification, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Information Capture, Knowledge of Underwriting, Managing Multiple Priorities, Office Support Tools, Real Estate Property Data Analysis
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Associates
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $37,000.00 - $89,700.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
Application Window
Generally, this opening is expected to be posted for two business days from 12/02/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.