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Goldman Sachs jobs in Dallas, TX

- 1433 jobs
  • AWM, Marcus, Data Strategy, Associate, Dallas (Richardson)

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Richardson, TX

    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. JOB SUMMARY: We are seeking a highly analytical and detail-oriented Data Strategy, Associate with 3-4+ years of experience to join our dynamic team. In this role, you will help shape, implement and optimize our data strategy to drive business performance, innovation and informed decision-making. You will work cross-functionally to support data initiatives, manage data governance and leverage analytics tools to provide valuable insights for the business. This role will be for a 2026 start date. JOB DUTIES: * Collaborate with the data strategy, data engineering, analytics and product teams to define and implement key data initiatives, analytics projects and define measurement frameworks aligned with business goals and objectives * Support the migration of data assets and processes to cloud platforms like Snowflake and AWS, ensuring security, scalability ad seamless adoption * Work with business functions and cross-divisional stakeholders (e.g., technology, operations, tech risk and vendor management) to drive and track resolution of regulatory, audit, and senior management commitments, assisting with problem-solving to remove roadblocks where required. * Analyze and interpret large datasets to provide insights and recommendations that support business strategy across pricing, marketing and customer experience (website, app and contact center) * Assist in developing data governance practices, including data quality control, data stewardship and compliance with regulations * Develop processes and tools to identify and monitor data accuracy and model performance. * Build and maintain dashboards and reports for key stakeholders to monitor data trends and business metrics holistically * Utilize SQL, Python and other analytical tools to extract, process and model data to fulfill business use case requirements * Work with cross-functional teams, including data engineering, IT, finance, marketing and third party vendors to ensure data consistency and integrity * Participate in predictive modeling, machine learning (ML) and artificial intelligence (AI) initiatives to enhance business intelligence and forecasting capabilities * Monitor industry trends and advancements in data technologies and make recommendations for adoption MINIMUM EDUCATION REQUIREMENTS/DEGREE AND FIELD: Bachelor's degree (U.S. or foreign equivalent) in Data Science, Computer Science, Economics, Business, Applied Math, or a related field. MINIMUM YEARS EXPERIENCE REQUIRED: 3-4+ years of experience in in data strategy, analytics, data engineering or related roles; consumer banking preferred QUALIFICATIONS: Prior experience must include 3+ years of experience with the following: * Proficiency in SQL, Python and data visualization tools (i.e. Tableau, Power BI) * Familiarity with cloud platforms (i.e. Snowflake, AWS) and data management best practices * Prior experience in data governance, data quality and data privacy compliance * Strong analytical, problem-solving skills with a strategic mindset and attention to detail * Ability to work in fast-paced environment, managing multiple priorities and stakeholders * Excellent communication and presentation skills with the ability to translate complex data into actionable insights (i.e. understood by non-technical users) that are aligned to business objectives and commercial impact PREFERRED QUALIFICATIONS: * Prior experience developing data driven strategies and analytics solutions in a banking or retail business setting * Experience with predictive modeling, machine learning (ML), artificial intelligence (AI) or marketing mix modeling (MMM) * Knowledge of data governance frameworks and practices (i.e. GDPR, CCPA) * Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders * Strong project management skills; self-driven; ability to work independently and cross-functionally 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., 2024. 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.
    $64k-97k yearly est. Auto-Apply 40d ago
  • Asset & Wealth Management - Scrum Master - Associate - Dallas

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Dallas, TX

    PWM Client Onboarding Technology The Private Wealth Management (PWM) business provides end to end Investment Management services and advise across a full range of asset classes for High net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops and implements an integrated wealth management plan and delivers first-class client service. PWM Client Onboarding Technology, part of PWM Technology is a platform comprising of multiple system needed for onboarding PWM Clients and manage lifecycle. Team is global with developers located in Salt Lake City/Dallas, Bengaluru/Hyderabad & New York/New Jersey. Join PWM Client Onboarding Technology to be part of a team that is building the next generation onboarding platform for clients across AWM. We are building highly scalable, distributed, low latency onboarding application that provides unified client experience across various divisions in AWM. Our tech stack is both wide and deep. We use technologies/frameworks like ReactJS, Elastic, drools, Geode cache, Camunda workflows and our application is built based on a scalable micro services architecture. You will be part of a smart, passionate and fun team of developers who are excellent collaborators. You will get to design, develop and deploy features across the stack. WHO WE LOOK FOR The mission of the Agile team is increase the value, transparency, and happiness of software delivery teams through Agile and related practices. We coach individuals, teams and programs. This forward-looking group defines scaling practices, team-level best practices, tooling, and reporting, and will always be on the front line of agility within the firm. As a member of Agile, this Associate-level Scrum Master will help drive the success of individual teams while working with senior Agile professionals as a custodian for continuous improvement in how delivery teams become high-performing teams that consistently deliver customer value. YOU WILL * Facilitate and support Agile events including Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective * Coach engineers, designers, product owners and subject matter experts in Agile practices, values and principles * Ensure Scrum is understood and the team adheres to Scrum theory, practice, and guidelines * Guide team members in story writing and refinement, backlog maintenance, prioritization and planning * Facilitate creation and prioritization of program-level feature and architectural backlogs * Work with Agile coaches and other Scrum Masters to grow within the role * Track and remove impediments, and guide the team to remove impediments SKILLS AND EXPERIENCE WE ARE LOOKING FOR * Bachelor's Degree or international equivalent * Exemplifies and promotes agile values and principles * Excellent communication, facilitation, negotiation, and coaching skills * Knowledge of an agile framework or method (i.e. SAFe, Scrum, Kanban), understanding of software development life cycle models as well as in-depth knowledge of traditional project management principles and practices * Comfortable with Scrum concepts like refinement, story splitting, estimation, velocity, retrospection, and other Scrum techniques * Planning and problem solving with product management and delivery teams PREFERRED QUALIFICATIONS * Familiarity with Atlassian JIRA * 5 years of product or project development experience, or 5 years of project development experience on an Agile Team or an equivalent combination of education and work experience * Experience facilitating meetings at multiple levels of organization and an understanding of facilitation techniques 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 employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
    $78k-102k yearly est. Auto-Apply 33d ago
  • Senior Regional Manager, Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Roanoke, TX job

    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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at: Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: CFP designation, CFA designation required (may consider 24 month condition of employment) Bachelor's Degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 license required (may consider a 120-day COE) Active and valid FINRA 9/10 required (may consider a 120-day COE) Five plus years' experience in the financial services industry Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
    $101k-139k yearly est. 2d ago
  • Senior Financial Planner

    Charles Schwab 4.8company rating

    Roanoke, TX job

    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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. Our opportunity: Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere. What you are good at: As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan. Planning Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis. Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan. Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution. Partnering Proactively engage partners to create awareness around our most comprehensive financial planning abilities. Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate. Time management / organization / ability to utilize new technologies. Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner. Ability to coordinate meetings and presentations with business partners and clients. Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include: Master's level or equivalent Financial Planning-related designation CFP designation is required. Active and valid FINRA Series 7 license required. Active and valid FINRA Series 63/65 or 66 required Bachelor's degree required. Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients. Ability to articulate the value and importance of financial planning services. Knowledge and ability to move clients through complete and complex financial planning cycle. Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals. Excellent communication skills and ability to effectively communicate complex topics to clients. Strong client services skills and ability to anticipate and resolve problems on own initiative. Embrace an entrepreneurial and self-starter mentality. Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs. Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines. Proven work ethic with a high level of integrity to build trust with our clients and internal partners. Collaborative and relationship-focused work style with demonstrated success in a team-based environment. Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
    $33k-48k yearly est. 2d ago
  • Sr. Manager, Tax, Trust & Estate Specialist

    Charles Schwab 4.8company rating

    Roanoke, TX job

    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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab's advisory clients. This offering provides depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a client's Tax, Trust and Estate needs. What you have As a Tax, Trust & Estate Specialist, you will: Develop and handle strong relationships with Financial Consultants and Wealth Advisors. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) 5-10 years client facing experience At least one of the following is strongly preferred; JD, LLM, CPA, CTFA, AEP Previous experience as a Tax, Trust, and Estate attorney strongly preferred Extensive experience advising high net worth clients Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Wealth Advisors within Schwab Wealth Advisory Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
    $88k-113k yearly est. 2d ago
  • Client Relationship Specialist- Ultra High Net Worth

    Charles Schwab 4.8company rating

    Roanoke, TX job

    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. Our Ultra High Net Worth team is apart of the broader Investor Services Organization and is primarily responsible for advice and counsel to individuals and families with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS)- Ultra High Net Worth, you will have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy. Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your grow with Schwab career path goals. What you have What you are good at: Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialist will pursue this mission through: Delivering unparalleled value, excellent service and providing a positive client experience Required Qualifications: Must have 2+ years of Client/Customer Service experience Must have previous experience in Banking, Financial Services, Wealth Management, and or Securities industry Highly Preffered qualifications: Active and valid FINRA Series 7 and 63 licenses We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Ability to adapt to changes in the market and business Strong written and oral communication skills in addition to attention to detail Robust communication, influencing and client engagement skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Building and fostering good cross enterprise working relationships Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Effective time management skills, with the ability to prioritize issues and invest time where appropriate Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Build and maintain good cross enterprise working relationships In addition to the base salary range, this role is also eligible for bonus or incentive opportunities. 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
    $52k-67k yearly est. 1d ago
  • Director, Tax, Trust and Estate Specialist

    Charles Schwab 4.8company rating

    Roanoke, TX job

    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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Schwab Wealth Advisory team. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
    $54k-77k yearly est. 2d ago
  • Associate - Modeling Analytics

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX job

    JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment. Job Responsibilities * Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations * Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives * Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement * Create and present forecasts to senior management with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business * Be a self-motivated individual with the ability to work on multiple projects with limited guidance * Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR Required qualifications, capabilities, and skills * Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required. * Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting. * Minimum 3 years of related analytical experience. * Strong knowledge of Python, SAS, SQL, and MS Office required. * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas. * Excellent oral and written communication and presentation skills. Preferred qualifications, capabilities, and skills * Advanced degree is preferred. * Strong P&L knowledge and understanding of drivers of profitability. * Knowledge of CCAR (Stress Testing) and CECL process
    $97k-119k yearly est. Auto-Apply 12d ago
  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Roanoke, TX job

    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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
    $97k-122k yearly est. 2d ago
  • Asset & Wealth Management, Wealth Product Design, User Researcher, Associate - Dallas

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Dallas, TX

    YOUR IMPACT The Wealth Product Design team is seeking a User Researcher to help ship best-in-class products with our product designers, product managers and technologists, while focusing on cultivating a culture of collaboration and growth. As the sole Researcher on the team, this individual will be a self-starter who can own and launch research programs and conduct studies to deliver insights on user needs and problems, workflows, and usability. They will be responsible for understanding, communicating user needs and reframing them into actionable insights that product and design teams can use to improve our products and services. 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. Product Design The Wealth Management Design team is responsible for delivering tools and products, empowering clients and customers around the world to reach their financial goals. We are looking for designers who can dive into complex problems delivering intuitive and impactful products, while focusing on cultivating a culture of collaboration, exploration, and growth HOW YOU WILL FULFILL YOUR POTENTIAL * Responsible for crafting research strategy, scoping and conducting research, and delivering actionable insights for strategic research programs within financial services * Conduct competitive and comparative research and analysis to complement user research * Leverage heuristics, Voice of the Customer (VoC), statistical analyses, and other insightful methods to triangulate user pain points * Manage workload across multiple projects simultaneously in a fast-paced, collaborative environment * Collaborate with designers, engineers, and product managers to balance the right process and methodologies with the relevant business goals to ensure research delivers impactful results throughout the product lifecycle * Help drive user-centric product teams, strategy, processes and products * Above all, be a passionate advocate for the user QUALIFICATIONS * Bachelor's degree required in research or business focused field (e.g. User Experience, Human Factors, Psychology, Anthropology, or related fields) * 3+ years of experience in mixed-method user research, in the context of product management, interaction design, information architecture, and visual design for digital experiences * Proven experience in a variety of research methods including qualitative (usability testing, contextual inquiry) and quantitative (survey design, max-diff, multivariate) methodologies * Experience planning and facilitating workshops (hypothesis, concepting, design-thinking, insights) with stakeholders to generate impactful research insights * Experience leveraging research software and tools (e.g. Usertesting.com, Qualtrics, Wevo and others) * Experience with design software including Figma and working closely with design to build and test prototypes * Ability to connect research findings from multiple projects/sources and provide insights on a higher order 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 employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
    $60k-82k yearly est. Auto-Apply 35d ago
  • Legal , Administrative Assistant, Dallas

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Dallas, TX

    Legal is seeking a highly motivated Administrative Assistant. This role is to support teams consisting of Managing Directors, VPs, and Associates. Previous experience in supporting senior executives and managing complex calendars is a must as well as the ability to work well under pressure in a busy and dynamic environment JOB SUMMARY & RESPONSIBILITIES * General administrative support (covering phones, maintaining files, distributing mail, scheduling meetings, coordinating travel arrangements, etc.) * Provides administrative support in a complex team environment to a group of VPs and Managing Directors * Coordinate senior-level internal/external meetings and conference calls for the team * Maintain detailed calendars and related logistics for the team * Handle a high volume of phone calls and interact with senior level business leaders in a professional and effective manner * Prepare and process travel and expense reports in a timely manner * Create slide decks and various reports related to the operation of our Legal teams in Dallas and Richardson * Perform other tasks, including but not limited to, preparing correspondence and other communications, file organization, archiving * Handle several legal-specific administrative duties, including but not limited to, legal engagements, legal matter creation, and outside counsel invoices * Assist attorneys with the creation of recurring legal documents and contracts * Assist our COO team members as it pertains to various divisional programs and initiatives, such as our summer intern program, our committees and our social networking events * Maintain understanding of firm policies and learn how to use key tools and applications (e.g., expense, document management and vendor management systems) * Arranging internal and client meetings - booking of conference rooms, registering guests, ensuring materials organized * Create documents (i.e., PowerPoint presentations, Excel spreadsheets, etc.) * Acting as the main point of contact for administrative queries for the department * Assist with catering requests as needed to support internal and external meetings for the department NECESSARY QUALIFICATIONS: * Minimum 2+ years' experience as an Administrative Assistant in a law firm, accounting firm, consulting firm, banking or corporate environment * Excellent interpersonal and communication skills * Organized, efficient, detail-oriented, and highly motivated * Ability to solve problems quickly and efficiently * Knowledge of general business, corporate and government cultures * Ability to handle highly sensitive, confidential and non-routine information * Comfortable working with people at all organizational levels * Maintains a positive attitude and has the ability to prioritize and remain flexible as priorities change * Must have excellent judgment; be an independent thinker and resourceful * Team player with a positive attitude * Highest degree of integrity, professionalism, diplomacy and discretion required * Strong proficiency in MS Word, Excel, PowerPoint and Outlook SKILLS / EXPERIENCE: * Previous experience in a relevant role, i.e. as an assistant supporting at senior management/managing director level, preferably within the financial services or legal industry * Extensive working knowledge of Microsoft Office including Outlook and PowerPoint and Excel skills * Team player with a positive attitude * Ability to communicate clearly, concisely and confidently * Strong attention to detail * Strong organizational skills * Proactivity - ability to take initiative, follow up where necessary without prompting and seek clarification when needed * Discretion - ability to handle sensitive matters confidentially at all times 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.
    $47k-62k yearly est. Auto-Apply 20d ago
  • 2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX job

    JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: New York, NY Plano, TX Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Risk Management Track The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include: * Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators. * Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. * Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders. Additional information about Risk Functions within JPMorganChase: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $136k-223k yearly est. Auto-Apply 4d ago
  • Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Dallas, TX

    YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients' multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success. 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. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. * Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices. * Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment. * Client Relations: Build trusted relationships with clients and advisors. * Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. QUALIFICATIONS * Bachelor's Degree Required * 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. * Extensive experience working with clients in developing and executing family enterprise strategies. * Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics. * Bachelor's degree or equivalent work-related experience. * Strong project management skills, capable of multi-tasking; self-starter. * Strong conceptual skills; a strategic thinker. * Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. * Self-motivated, entrepreneurial, mission-driven and team player. * Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. * Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 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 employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
    $74k-100k yearly est. Auto-Apply 5d ago
  • Tax-Dallas-Associate-Software Engineering

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Dallas, TX

    MORE ABOUT THIS JOB Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business need. Specific roles will be confirmed through the interview process. RESPONSIBILITIES Software engineers primarily focus on software design and development. This is meant to cover most programming positions in Engineering, and include positions that were previously considered business software engineers, platform engineers, and quality assurance engineers. Combine the best open source software, databases, cloud solutions, and programming languages, to solve problems and provide accurate, complex, scalable applications that help our business and clients gain new insights. As a software engineer, you are the change agents that transform Goldman Sachs by applying your technical know-how.Be a part of our embedded engineering teams, that work as a unit with our business partners. Collaborate with trading, sales, asset management, banking, finance and others, to build and automate solutions to keep our firm's position on the cutting edge. Or, join our core engineering teams, and elevate all of our businesses by providing reliable, scalable platforms for data engineering, machine learning, networking, developer tooling, collaboration and more. Innovate with UI/UX designers, data scientists, cloud engineers, and more in a collaborative, agile environment where your enthusiasm to take on new problems and learn will have an immediate impact. BASIC QUALIFICATIONS * Bachelor's degree or relevant work experience in Computer Science, Mathematics, Electrical Engineering or related technical discipline. * Excellent object oriented or functional analysis and design skills. * Knowledge of data structures, algorithms, and designing for performance. * Excellent written and verbal communication skills. * Ability to solve problems and apply analysis to make data driven decisions. * Comfortable multi-tasking, managing multiple stakeholders and working as part of a global team. * Can apply an entrepreneurial approach and passion to problem solving and product development. * 1+ years of software development experience. Expert Knowledge in One Or More Of * Programming in a complied language such as Java, or C++ or an interpreted language such as Python and experience with concurrency and memory management. * Responsive web development, with professional React/Angular/Redux experience and advanced JavaScript proficiency. * NoSQL databases such as MongoDb and Elastic Search. Preferred Qualifications * Knowledge or interest in trading technologies in the front-office of a trading organization * B.S. or M.S. Computer Science 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: ********************************************************************* 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.
    $82k-106k yearly est. Auto-Apply 24d ago
  • Commercial Bank- Product- United States- 2026 ReEntry Program

    Jpmorgan Chase 4.8company rating

    Plano, TX job

    **About the Program** At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. **Commercial Bank** The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. **Segments:** CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE **What We Look For:** Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $78,000.00 - $129,000.00 / year; Jersey City,NJ $78,000.00 - $129,000.00 / year; Chicago,IL $64,000.00 - $115,000.00 / year; Palo Alto,CA $78,000.00 - $129,000.00 / year; Seattle,WA $78,000.00 - $129,000.00 / year
    $78k-129k yearly 11d ago
  • Senior Lead Software Engineer - Network Engineer

    Jpmorgan Chase 4.8company rating

    Plano, TX job

    Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products. As a Senior Lead Software Engineer at JPMorgan Chase within the Corporate Sector of the Infrastructure Platforms team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications. **Job responsibilities** + Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors + Develops secure and high-quality production code, and reviews and debugs code written by others + Drives decisions that influence the product design, application functionality, and technical operations and processes + Plan, design, deploy, and configure network solutions/fabrics for the Wide Area Network environment consisting of Cisco routers, switches, and other network devices. + Provide technical expertise and problem-solving methodologies to the project to modernize the Enterprise WAN. Ensure network designs adhere to industry best practices and security standards. + Manage lifecycle of network infrastructure, including deployment packages, as-built documentation, and performance optimization strategies. + Troubleshoot and resolve complex network issues, considering upstream/downstream dependencies and advising on mitigation actions. + Ensure compliance with shared responsibility models, including physical infrastructure, connectivity, and facility-level standards (SOC 2, ISO 27001) + Support integration with compute, storage, and appliance services, including provisioning white space and configuring baseline device settings. + Design and implement Transport (circuit) capacity upgrades and performance enhancements, involving hands-on configuration changes and testing **Required qualifications, capabilities, and skills** + Formal training and certification on software engineering concepts and 5+ years applied experience. In addition, 2+ years of experience leading technologists to manage and solve complex technical items within your domain of expertise + Hands on experience in Network Engineering and formal training or certification on technical and network design concepts (CCIE,CCNP etc.) + Knowledge of one or more areas of SW Engineering/infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments + Exceptional skills in Networking Technologies- Experience configuring and troubleshooting routing and switching protocols (BGP, Multi-protocol BGP, OSPF, VXLAN, MPLS, RSVP-TE, IS-IS), working knowledge of network protocols (TCP/UDP, DHCP, DNS, LB, FWL, Proxy) and experience with IPv4 and IPv6 + Deep knowledge multiple infrastructure technologies and scripting languages (e.g., Python, JavaScript, yaml, Json, Bash, etc.) + Knowledge of on-premises and remote Data Center technologies and operations + Strong experience in several OS and Hypervisor platforms (Hyper-V, ESXi, KVM, VMWARE, Open Shift) + Deep technical knowledge of Hardware Platforms Cisco ASR Class Routers and Arista + Experience in infrastructure engineering automation, optimization and observability + Experience in deploying and using telemetry tools to improve visibility in service offerings + Solid understanding of public cloud technologies, for AWS / Azure on Kubernetes, Terraform + Knowledge of network segmentation, firewall architectures, and compliance models **Preferred qualifications, capabilities, and skills** + Experience in CI/CD and tools like Ansible, Terraform, Puppet for automating configuration management and deployment processes + Working knowledge of 40/100/400G Ethernet and CWDM, DWDM and optical transport network technologies + Understanding of different Optics and internals of a switch ASIC + Working knowledge of physical infrastructure design including structured cabling and fiber-optic cabling + Understanding of network hardware platforms and their specifications in the datacenter space + Ability to tackle design and functionality problems independently with little to no oversight JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $98k-117k yearly est. 30d ago
  • Merchant Services Business Development

    Jpmorgan Chase 4.8company rating

    Plano, TX job

    Join our team and play a key role in expanding our merchant services business at JP Morgan. If you are passionate about helping entities succeed and thrive in a fast-paced environment, we would love to hear from you. As a Business Development Manager in Merchant Services, you will be responsible for driving growth and expansion of our merchant services offerings by identifying new business opportunities, building strong relationships, and delivering tailored solutions that meet their unique merchant service needs. **Key Responsibilities:** + Identify and Develop Opportunities + Working closely with the Commercial Banking coverage team, you will proactively identify and pursue new business opportunities within a defined territory + Develop and maintain a robust pipeline of prospective clients + Develop and implement effective sales strategies tailored to each sector to achieve assigned revenue targets. Collaborate with cross-functional teams to ensure seamless delivery of services and solutions. + Develop and maintain strong collaborative relationships with Treasury Services (TS) and banking partners to enhance the delivery of comprehensive merchant services solutions; leverage these partnerships to identify joint business opportunities, streamline service offerings, and ensure a cohesive approach to meeting client needs + Stay informed about industry trends, regulatory changes, and emerging technologies in payment processing for the government sector; use this knowledge to build business development strategies and identify areas for growth + Prepare and present compelling proposals, RFP's and presentations to clients. + Clearly articulate the value proposition of our merchant services solutions + Work closely with internal teams, including product development, marketing, and customer support, to ensure client satisfaction and successful implementation of services + Track and report on key performance indicators (KPIs) related to business development activities in the government sector + Use data-driven insights to refine strategies and improve outcomes **Required Qualifications and Skills:** + Bachelor's degree in Business, Finance, Public Administration, or equivalent work-related experience + Proven track record of success in business development and exceeding sales goals + Strong understanding of payment processing solutions and merchant services products + Excellent communication, negotiation, and presentation skills + Ability to build and maintain strong relationships and partnerships with internal and external partners + Strategic thinker with the ability to identify and capitalize on market opportunities + Self-motivated and results-oriented, with a strong drive to achieve and exceed assigned revenue targets JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $66k-91k yearly est. 60d+ ago
  • Third Party Governance - Project Manager (Associate)

    Jpmorgan Chase 4.8company rating

    Plano, TX job

    As a Third Party Governance Project Manager Associate, you help drive the execution of key governance and program management initiatives within Consumer & Community Banking. By coordinating projects and collaborating with cross-functional teams, you support effective supplier risk management and continuous process improvement. The Associate Project Manager will play a key supporting role in the execution of third-party governance and program management initiatives within the Consumer & Community Banking (CCB) organization. Working closely with Vice Presidents and cross-functional teams, the Associate Project Manager will assist in project coordination, documentation, stakeholder communications, and process improvement efforts to help ensure effective management of third-party supplier risk. Job responsibilities: + Project Coordination:Support the planning, tracking, and execution of third-party governance and program management projects. Assist in scheduling meetings, preparing agendas, and documenting action items. + Documentation & Reporting:Help maintain project documentation, including meeting minutes, project plans, and status reports. Assist in preparing regular and ad hoc reports, dashboards, and executive updates. + Stakeholder Engagement:Collaborate with internal stakeholders, including business resiliency, delivery managers, and supplier executive sponsors, to facilitate project activities and ensure alignment with objectives. + Process Improvement:Contribute to process improvement initiatives by gathering data, identifying gaps, and supporting the implementation of new procedures and tools. + Risk & Controls Support:Assist in monitoring compliance with third-party risk management standards and control requirements. Help track supplier issues and remediation activities. + Communication:Draft communications, presentations, and updates for project teams and stakeholders. Tailor messaging for different audiences as needed. + Workshop & Meeting Support:Help organize and facilitate workshops, working groups, and feedback sessions to drive consensus and action on project deliverables. + Technology Adoption:Support the adoption of technology solutions for reporting, data collection, and workflow management. Required qualifications, capabilities, and skills: + Bachelor's degree or equivalent work experience. + 4+ years of experience in project management, risk management, or a related field (internships and academic projects count). + Proficiency in Microsoft Office (Excel, PowerPoint, Word) + Strong organizational skills and attention to detail. + Effective written and verbal communication skills. + Ability to work collaboratively in a team environment. + Proactive, adaptable, and eager to learn. + Analytical and problem-solving mindset. Preferred qualifications, capabilities, and skills: + Experience supporting governance, policy, or training initiatives in a large organization. + Exposure to third-party risk management or supplier management concepts. + Experience in legal, regulatory, or operational risk management is a plus. + Experience with workflow or reporting tools is a plus. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $55k-78k yearly est. 2d ago
  • Global Banking & Markets-Dallas-Associate-Project Management

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Dallas, TX

    Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor. Global Banking & Markets: Change Management The Global Banking & Markets Change Management Team is searching for dedicated individuals who thrive in a collaborative and challenging environment to join our team. Global Change Managers serve as program or project managers on high priority initiatives within the Global Banking & Markets Division. You will work alongside front to back teams to ensure solutions are designed and implemented across the portfolio. You will leverage your technical expertise and project management skills to influence and drive working groups to deliver these complex projects on time, within budget and with high quality. HOW YOU WILL FULFILL YOUR POTENTIAL * Partner with Front to Back business teams including Product, Design and Engineering to develop, implement and deliver complex and strategic cross divisional initiatives * Leverage Agile and Waterfall methodologies and governance tools to provide transparency to senior stakeholders on project scope, timelines, budget and delivery risks * Identify and manage project risks from inception to completion while proposing solutions and mitigants * Perform complex analysis which will be used to enhance operational workflows * Facilitate communication on key project matters (incl. reporting and escalations) across GBM teams, including Front Office, Operations, Engineering, Legal, Compliance and Product * Provide oversight over the project book of work, ensuring cross project dependencies, risks, and budget are aligned and proactively managed * Facilitate the performance of quality assurance testing, migration plans and post implementation reviews SKILLS & EXPERIENCE WE'RE LOOKING FOR * Bachelor's Degree * Minimum 4+ years' relevant experience, preferably in a business analysis / project / program management function * Excellent communication and interpersonal skills, confident in interaction with senior stakeholders * Strong analytical and business analysis experience * Project management skills including project scope, definition, requirements, risk management, status reporting and testing * A proven track record of planning and driving delivery of projects. Has delivered results in a cross functional team setting, on time and to budget * Strategic thinker able to effectively problem solve in a collaborative environment PREFERRED QUALIFICATIONS * Knowledge of products and processes related to the financial services industry would be an advantage, as is related experience in technology strategy or in a client service or business function and / or management consulting * Core knowledge base of Global Banking & Markets * Demonstrate understanding of Financial Services & Operations processes and procedures * Knowledge of automated testing tools and frameworks * Experience with tools like JIRA and Confluence or similar applications * Knowledge of OKR frameworks and roadmaps Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. 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.
    $60k-94k yearly est. Auto-Apply 48d ago
  • Internal Audit-Dallas-Associate- Asset & Wealth Management

    Goldman Sachs 4.8company rating

    Goldman Sachs job in Dallas, TX

    INTERNAL AUDIT 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 * 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
    $65k-80k yearly est. Auto-Apply 21d ago

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