Vice President, Client Relationship Management - Salt Lake City Utah

Company: Folio Financial, Inc.
Location: Salt Lake City, Utah
Posted On: 01/16/2025

Vice President, Client Relationship Management w/ Folio Financial, Inc in Salt Lake City, Utah.

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Perform training of platform to onboarding advisors that are onboarding to the Firm.

Perform training of platform to internal departments.

Requires: Bachelor's degree (U.S.

or foreign equivalent) in Finance, Business Administration, or related field.

Three (3) years of experience in the job offered or in a related role.

Prior experience must include three (3) years: Working on change management process improvement; communicating effectively and efficiently verbally and in writing with clients on open actionable items; and working with Excel to manage advisor tracking for transitions and manage data.

Prior experience must include two (2) years: Creating and managing transition tracking for all transitioning accounts, delivering to advisors daily updated tracking.

Travel required up to 10% travel domestically to support transition account opening effort.

Job Code: 8007916

QUALIFIED APPLICANTS: Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE.

-The Goldman Sachs Group, Inc., 2025.

All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity. More...

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