Asset & Wealth Management, Communications Operations, Analyst - Richardson, TX

ASSET & 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.
RESPONSIBILITIES AND QUALIFICATIONS
The ideal candidate will support the execution & testing of all Marketing, Servicing and Regulatory communications for the Marcus Savings business. The candidate will be responsible for the operations and deployment of new customer communications (direct mail, email, InApp, Banners, Push) 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, HTML edits for emails, 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, frequent auditing of comms 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.
Essential Responsibilities:
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.
Regular manual auditing and validation of communications to ensure accuracy, and research each discrepancy using all available leads.
Build and maintain relationships across various functional teams to enable ongoing collaboration (Product, Creative Services, Data Engineering, Marketing, Legal, Compliance, Contact Center, Business Controls 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.
Basic Requirements:
Must have strong SQL (Structured Query Language) skills – Certification is a plus
1+ years’ work experience (Financial Services, Consumer / Retail Banking experience a plus)
1+ years’ experience with communication automation tools and/or CRM systems (Braze, Adobe Campaign a plus)
Proficiency in Alteryx, Excel, HTML, Jira, Gitlab
Comms auditing/validation automation and AI enablement across the operations
Experience collaborating cross-functionally to support business goals and requirements is a plus
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
Proven record of building and adhering to processes to ensure efficiency
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 and quick learner
Ability to effectively manage complex and/or multiple projects to completion on time autonomously
Benefits:
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.