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ASSET & WEALTH MANAGEMENT, MARCUS BY GOLDMAN SACHS, CUSTOMER COMMUNICATIONS
OPERATIONS, ANALYST/ SR. ANALYST - RICHARDSON, TX

Richardson, Texas, United States



JOB DESCRIPTION

JOB SUMMARY & RESPONSIBILITIES

OUR IMPACT 

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 consumer business provides
digital solutions for customers to better spend, borrow, invest, and save.
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.

HOW YOU WILL FULFILL YOUR POTENTIAL 

The ideal candidate will support the execution of all Servicing and Regulatory
communications for the Marcus Savings and Invest business. The candidate will be
responsible for the operations and deployment of new customer communications
(direct mail and email) and monitor delivery and enhancement of existing
communications in a timely and accurate manner. This means interpreting
communication requirements, setting up workflows and segmentation lists,
importing HTML code for email design, rigorous campaign testing for accuracy,
and working with stakeholder teams to ensure there’s input and alignment. The
candidate will also work with external vendors imbedded in our processes to
support communication deployment. This role will require reviewing existing
deployment processes and SOPs and identifying areas to improve speed to market
or reduce operational risk, partnering closely with Business Controls teams.

The ideal candidate is resourceful, detail-oriented, intrinsically motivated,
and is able to work effectively as part of a team in a fast-paced and dynamic
environment, including with Creative Services, Marketing, Product Management,
Legal, Compliances, and Contact Center teams. The candidate is inherently a
critical thinker and problem solver, possessing the ability to look thoughtfully
at communications and understand the impact decisions will have on the
customer’s experience with our products. 

 * Work with Head of Comms Execution to create a communications execution
   calendar and project manage all work in the team queue; maintain this
   calendar on an ongoing basis
 * Partner with customer retention counterparts to define campaign requirements
   for net new communications.
 * Work closely with technology and product partners to troubleshoot and enhance
   our communications
 * Build, test, and launch customer communications for both direct mail and
   email programs to meet business goals and compliance requirements
 * Build and maintain relationships across various functional teams to enable
   ongoing collaboration (Creative Services, Data Engineering, Marketing, Legal,
   Compliance, Contact Center, etc.)
 * Develop clear KPI reporting to ensure growth and operational targets are met;
   identify emerging trends or risks.
 * Manage third party vendors for deployment of communication and account
   fulfillment activities

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR

 * Experience collaborating cross-functionally to support business goals and
   requirements
 * Strong quantitative and data analytical skills to monitor and identify trends
   or risks
 * Aptitude to manage multiple tasks by demonstrating project planning, project
   management, organization, and time management skills and strong attention to
   detail
 * 2+ years experience working in Financial Services, Consumer / Retail Banking
   experience a plus
 * 1+ years experience with communication automation tools and/or CRM systems
   (Braze, Marketo, Adobe Campaign, Pardot a plus)
 * Proficiency with data query language preferred (e.g. SQL)
 * Proficiency in JIRA, SharePoint, Excel (Macros, Pivot table, V-lookups,
   PowerPoint, basic HTML required)
 * Proven record of building and adhering to processes to ensure efficiency
 * Experience managing external vendors
 * Excellent written and verbal communication skills
 * Ability to interact with all personnel levels of the organization 
 * Ability to adapt to new changes and new challenges
 * Ability to communicate requirements for consumption by Technology
 * Bachelor’s degree required

DESIRED CHARACTERISTICS

 * Strong project management background with the ability to determine and
   communicate prioritization
 * Self-starter with a strong sense of urgency and ability to perform under
   tight timelines
 * Strong organization, communication and critical thinking skills
 * Strong implementation/execution experience
 * Strong attention to detail
 * Ability to effectively manage complex and/or multiple projects to completion
   on time autonomously

ABOUT GOLDMAN SACHS

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

ABOUT GOLDMAN SACHS

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






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