Operations, Wealth Management, Rolling Review, Vice President – Zurich

Your Impact

Are you a seasoned leader looking to drive significant impact and shape the future of KYC operations? If you are a motivated, detail-oriented, and delivery-focused individual with a proven track record in operational excellence, risk management, and process automation, this could be a pivotal opportunity for you. You will play an instrumental role in ensuring the accuracy and regulatory compliance of client KYC refreshes while also driving automation initiatives and presenting strategic insights to senior stakeholders. Collaborate closely with various teams, including Private Wealth Management Sales, Legal, Compliance, Technology, Finance & Global Operations, as well as Financial Crime Compliance and Engineering, in a fast-paced and stimulating environment.

Our Impact

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world. Operations provides essential risk management and control to preserve and enhance the firm’s assets and reputation. For every client, ensuring their KYC is accurately refreshed and compliant is paramount. This division develops the processes and controls to maintain regulatory standards and client trust, directly supporting PWM clients at GSBZ Bank AG (Switzerland) while working closely with local PWM Business teams in Zurich and Geneva, as well as other PWM teams globally.

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, focusing on 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.
• Partner effectively with PWM Business, Legal, Compliance, Technology, Financial Crime Compliance, Engineering, and Global Operations to provide optimal client solutions.
• Drive operational process automation initiatives with Engineering to enhance efficiency and scalability.
• Apply a robust control mentality by critically reviewing operational processes to mitigate risk and ensure compliance.
• Present strategic insights and operational updates to senior audiences and global stakeholders, advocating for your team and areas of expertise.
• Contribute innovative ideas for enhancing current processes performed by 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 in banking operations (with a transactional focus) and KYC functions.
• Prior experience in a Sales role, with a proven record of driving client experience strategy.
• Experience in Onboarding and Rolling Review functions, ideally from both Front and Middle Office roles.
• Proven leadership experience, including successfully leading and developing teams.
• Exceptional analytical skills and advanced problem-solving ability with meticulous attention to detail.
• Demonstrated track record in operational process automation and effective risk management.
• Aptitude for building strong relationships and experience in communicating complex issues to diverse internal partners, including senior audiences.
• Highly self-motivated and proactive, taking ownership and acting as a change agent to improve processes.
• Superior organizational skills with the ability to manage competing priorities in a high-pressure environment.
• Excellent English language written and verbal communication skills.

About Goldman Sachs

Goldman Sachs is a leading global investment banking, securities, and investment management firm, committed to helping clients, shareholders, and communities grow since 1869. With offices around the world and a culture that values diversity and inclusion, we provide numerous opportunities for professional and personal growth, including training, development, benefits, and wellness programs. Explore our commitment to fostering an inclusive workplace and learn more about our culture and people at GS.com/careers.