Vice President of Operations, Wealth Management / Vice Presidentess of Operations, Wealth Management

YOUR IMPACT

Are you a seasoned leader eager to drive significant impact and shape the future of KYC operations? Are you a motivated, detail-oriented, and delivery-focused individual with a proven track record in operational excellence, risk management, and process automation? If so, joining PWM Operations in Zurich to lead our Rolling Review team could be the pivotal role for you. In this position, you will be instrumental in ensuring the accuracy and regulatory compliance of client KYC refreshes, while also spearheading automation initiatives and presenting strategic insights to senior stakeholders. This fast-paced and stimulating role offers you the opportunity to work closely with Private Wealth Management Sales, Legal, Compliance, Technology, Finance & Global Operations, and crucially, Financial Crime Compliance and Engineering.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with every part of the firm to deliver banking, sales, trading, and asset management capabilities to clients globally. Our division plays a crucial role in providing essential risk management and control, thus preserving and enhancing the firm’s assets and reputation. For every client, ensuring their KYC is accurately refreshed and compliant is paramount. Operations develops the processes and controls necessary to maintain regulatory standards and client trust. PWM Operations in Zurich directly supports all PWM clients of GSBZ Bank AG (Switzerland), collaborating closely with local PWM Business teams based in Zurich and Geneva, as well as other PWM teams worldwide. Here, you will lead a high-performing team in Switzerland and contribute significantly to PWM Operations globally, especially in the critical area of KYC Rolling Review.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Lead and mentor a high-performing team, fostering a culture of excellence and continuous improvement within the Rolling Review function.
• Drive strategic change in KYC and Rolling Review functions with a keen focus on enhancing client experience, from both Swiss and global perspectives.
• Act as a subject matter expert and strategic leader in KYC Rolling Review processes, ensuring accuracy and compliance with regulatory standards for PWM clients in Switzerland.
• Leverage your excellent communication skills to partner effectively with various teams, including PWM Business, Legal, Compliance, Technology, Financial Crime Compliance, Engineering, and Global Operations, providing optimal client solutions.
• Initiate and drive operational process automation projects with Engineering to enhance efficiency, control, and scalability within the Rolling Review function.
• Apply your critical thinking and risk management mind-set by reviewing operational processes to mitigate risks and strengthen the control environment, ensuring accurate and compliant KYC refreshes.
• Represent your team by presenting strategic insights and operational updates to senior audiences and global stakeholders.
• Think creatively and contribute significantly to enhancing existing processes performed by both the Zurich team and PWM Operations globally.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree with a minimum of 8+ years of experience in financial services, specifically within banking operations (with a transactional focus) and KYC functions.
• Prior experience in a Sales role is strongly preferred, demonstrating a proven record of driving client experience strategy.
• Experience in Onboarding and Rolling Review functions is highly desirable, ideally from both Front and Middle Office roles.
• Proven leadership capabilities, including successful team development.
• Exceptional analytical skills, advanced problem-solving abilities, and a strong control mentality, coupled with meticulous attention to detail.
• A demonstrated history of operational process automation and effective risk management.
• Aptitude for building strong relationships, with extensive experience in communicating complex issues and presenting strategic information to a wide array of internal partners, including senior audiences.
• A highly self-motivated and proactive team player who takes ownership and acts as a change agent to improve processes, along with accountability for significant projects.
• Superior organizational skills, with the ability to manage competing priorities in a fast-paced, high-pressure environment.
• Excellent written and verbal communication skills in English.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve 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.

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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. Only applications matching the job profile will be considered.