Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas

YOUR IMPACT 

The COE NPWA CI Team Lead WMP as a member of the COE Management Team, plays a major role in managing the day to day operations of the COE NPWA CI team. This is a unique opportunity to work directly with the COE manager, along with key stakeholders and partners throughout the business, on all aspects of team management, including people development and business strategy. The team lead will also work closely with NPWAs nationally to help their clients through the onboarding process. The team lead will provide exceptional operational support and risk management. They oversee their team’s operational tasks and client experience by facilitating the onboarding of the NPWA client relationships.   The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills. 

OUR IMPACT 

Asset & Wealth Management (AWM) 

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 ultra 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. 

Our Wealth Management Professionals (WMP) support all aspects of our account opening business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.  

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Leveraging operational and financial background and experience to contribute to a growing business 

• Core member of COE Management Team involved in executing and developing strategy to achieve department goals

• Assist the COE Manager in the overall supervision, management and running of the NPWA CI team

• Manage, develop, and recruit employees within the Wealth Management Professionals Suite 

• Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring

• Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions

• Ensure that all employees follow regulatory requirements, include registrations and series exams

• Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations

• Working closely with New PWAs to support their prospects and PWM clients 

• Liaising with other areas supporting the PWM Business 

• Supporting new account onboarding processes 

WHERE WILL YOU MAKE AN IMPACT 

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, New York, Miami (including Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.   

SKILLS & EXPERIENCE WE’RE LOOKING FOR 

• Bachelor’s Degree Required

• Self-starter who takes ownership and can lead/manage projects independently

• Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management

• Strategic thinker with strong analytical skills

• Knowledge and background in financial services 

• Interest in pursuing a career as a Wealth Management Professional 

• Ability to work in a fast-paced environment and think clearly under pressure 

• Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered

• Highly organized and process oriented with strong attention to detail and excellent follow-through

• Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care

• Commitment to excellence and a high level of integrity

• Strong interest in the financial markets and good investment sense/commercial instinct 

• Ability to multi-task and work with a variety of partners across the firm 

• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment 

• Excellent verbal and written communication skills 

• Strong interpersonal skills and ability to build and foster a strong network of relationships 

• Creative approach to problem solving 

• People and Project Management experience a plus

• SIE, Series 7 and 63 required (must be obtained within three months of employment) 

ABOUT GOLDMAN SACHS

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

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2026. 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.