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CWM - Marcus by Goldman Sachs - Marcus Invest Project Manager- Analyst/Sr. Analyst at The Goldman Sachs Group

Posted in Other 30+ days ago.

Location: Draper, Utah





Job Description:


CWM - Marcus by Goldman Sachs - Marcus Invest Project Manager- Analyst/Sr. Analyst

Location(s)

US-TX-Richardson | US-UT-Draper






























Job ID
2021-76604
Schedule Type
Full Time
Function(s)
Consumer Banking

Region

Americas
Division
Consumer and Wealth Management

Business Unit

US Deposits Delivery
Employment Type
Employee

MORE ABOUT THIS JOB

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

CONSUMER(MARCUS BY GOLDMAN SACHS)

Marcus by Goldman Sachs is the firm's consumer business, combining the entrepreneurial spirit of a startup with 150 years of experience. Today, Marcus has $50 billion in deposits, $5 billion in loan balances and 4 million customers across our lending and deposits businesses, as well as the personal financial management app, Clarity Money. Through the use of insights and intuitive design, we provide customers with powerful tools and products that are grounded in value, transparency and simplicity. We are backed by our unique team, comprised of individual contributors from leading agile technology companies, fintechs and consumer financial services companies, allowing us to disrupt the industry, while helping consumers take control of their financial lives.

RESPONSIBILITIES AND QUALIFICATIONS

OUR IMPACT:

Marcus Invest is part of our Consumer Wealth Management Division (CWM). Marcus Invest is a customer portal for investment financial services. At Marcus, we leverage cutting edge technology and a simple user experience, we deliver low-cost, transparent savings, investing, and debt retirement solutions.

HOW YOU WILL FULFILL YOUR POTENTIAL:

You are passionate about operations, leadership, and using digital tools to provide solutions and excellent customer service to consumers. You are an experienced leader, who will lead our consumer call handling team, coach and develop teams, while providing feedback and influencing new processes both directly and indirectly.

Key Responsibilities:

    Assist with the day to day management of the specialist population and assist in overseeing the general day-to-day activities of the servicing team
  • Act as a liaison between internal and vendor teams

  • Lead training and onboarding efforts by acting as the process owner for the team's guided apprenticeship program

  • Assist with interviewing and selection of team members and serve as a role model/mentor to your team and others

  • Monitor calls and work closely with the business partners to closely manage ongoing professional and personal development of operations team members

  • Provide hands-on assistance to team members while serving as an escalation point for the operation's customer issues and complaints.

  • Offer guidance to the management team in such areas as real time operational performance, ensuring that service level targets are achieved as set by the business.

  • Project Management/Process owner driving initiatives, recommend improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy.

  • Act as a primary point of contact for escalated customer facing issues and work with supporting partners to find customer-centric solutions

SKILLS & EXPERIENCE WE'RE LOOKING FOR

Basic Qualifications:


  • Three plus years of customer service management/ service orientated leadership role

  • Strong understanding of customer service experience

  • Previous experience working with an investment product

  • Must be self-directed, detail oriented, driven, able to work independently in a team-oriented and fast paced environment and have a positive attitude

  • Ability to work a flexible schedule

Preferred Qualifications:


  • Bachelor's degree in business, finance, communications or other related field

  • Client Relationship Management (CRM) experience preferable

ABOUT GOLDMAN SACHS

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

The Goldman Sachs Group, Inc., 2018. All rights reservedGoldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.


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