Goldman Sachs

Global Markets, Ria Custody - Transition Consultant

3+ months agoDallas, 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.


The Transition Consultant is responsible for the overall success of transitioning RIA firms onto the Folio | GS platform. Their primary responsibilities include project management of advisory firms assigned by the Transition Leadership Team, ability to navigate the Goldman Sachs organization to find solutions, set-up strategic meetings with subject matter experts, and to respond to client needs and/or inquiries. The role also requires a Transition Consultant to prescriptively provide direction, support, and expertise in all areas of the transition experience. Helping develop internal and external communication plans for advisory firms, in addition to coordinating with internal resources to maintain good project health, meet firm commitments / timelines are critical to the role. This individual is also responsible for ensuring all training needs are met and prepare advirory firms for the client service experience prior to the close of the transition experience. The role will require an average of 20-30% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines.

Primary Qualifications should include:

  • A minimum of 5-7 years industry experience in financial services
  • At least 2-3 years of experience in a project management role
  • Strong written and verbal communication skills
  • Exhibits strong leadership skills collaborates well with internal and external partners
  • Proven ability to multi-task, problem solve, and drive change in fast paced environments
  • Experience in visual aid tools to create reports, flow charts, and other project management related output
  • Strong analytical, organizational, and time management skills
  • Series 7 preferred
  • Bachelor's degree in business administration or a related field

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 .

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://

© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Job ID: goldman-2021-73664