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Nu Advisory Partners

Asset & Wealth Management, Marcus by Goldman Sachs, Back Office Issue Management Team Lead- Richardson, TX

Goldman Sachs

Goldman Sachs

Accounting & Finance
Richardson, TX, USA
Posted on Thursday, June 6, 2024

Job Description

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 direct-to-consumer business provides digital solutions that help customers save and invest. 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.


  • Responsible for setting team level strategic action plans, by developing vision, setting high standards and executing ideas.
  • Oversee a high performing operation team to achieve business goals in customer service and maintain employee satisfaction by providing leadership, communication, coaching and professional development to direct reports.
  • Gather and synthesize data to perform root cause analysis and determine thematic trends related to testing failures and issues identified by the business, first line, second and third lines of defense.
  • Coordinate with other business partners and teams to ensure issues are resolved timely and accurately.
  • Work effectively with cross-function on issues in establishing communication plans and ensuring their execution.
  • Prepare detailed communication materials, both presentations and memos, for senior leadership.
  • Focus on continuous improvement and evolution to meet changing requirements to support maximum visibility to the executive audience.
  • Monitor progress and measure performance to find areas for improvement.

Basic Qualifications

  • Bachelor’s degree in Risk Management, Business, Finance, or a related field
  • 1-3 years related work experience.
  • Experience building reports and presentations.
  • Basic project management, and research skills with a demonstrated ability to manage projects from start through completion.
  • Advanced analytical, critical thinking, problem solving, organizational and time management skills.
  • Expert level proficiency in the Microsoft tool suite, including Excel, Word, and PowerPoint
  • Genuine excitement and passion for leading root cause analysis, troubleshooting technical process failures and implementing fixes to operationalize a process.

Preferred Qualifications

  • 4+ years banking experience, specifically in risk management
  • Hands-on knowledge of root cause analysis
  • Working knowledge of financial, operational, compliance and reputation risks


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., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity