Goldman Sachs, Inc.
Asset & Wealth Management, Private Wealth Management, Business Development Profe
Goldman Sachs, Inc., New York, New York, us, 10261
Job Description
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.
Private Wealth Management (PWM) This role is for 2026 hire.
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) across both existing client relationships and new business generation. In this role, BDPs will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. High performing BDPs are expected to transition into the PWA role and begin building their own book of business.
HOW YOU WILL FULFILL YOUR POTENTIAL
Work closely with PWAs to both support existing client relationships and drive new business generation
Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
Act as the growth engine for the PWM team across both wallet share and new business
Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client events
Act as the PWM team’s central point of contact for client relationship management in Salesforce
Participate in the PWM team’s prospective client meetings and coordinate follow-up, as needed
Manage internal new business strategy meetings, developing agendas and driving associated action items
SKILLS & EXPERIENCE WE ARE LOOKING FOR
Bachelor’s degree
Related financial services experience of 3 years
Interest in pursuing a career as a Private Wealth Advisor
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with a variety of partners across the firm
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Excellent verbal and written communication skills
Strong interpersonal skills and ability to build and foster a strong network of relationships
Creative approach to problem solving
Strong project management and organizational skills
SIE, Series 3, 7, and 63 (must be obtained within three months of employment
Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
Salary Range The expected base salary for this New York, New York, United States-based position is $85,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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.
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Private Wealth Management (PWM) This role is for 2026 hire.
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) across both existing client relationships and new business generation. In this role, BDPs will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. High performing BDPs are expected to transition into the PWA role and begin building their own book of business.
HOW YOU WILL FULFILL YOUR POTENTIAL
Work closely with PWAs to both support existing client relationships and drive new business generation
Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
Act as the growth engine for the PWM team across both wallet share and new business
Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client events
Act as the PWM team’s central point of contact for client relationship management in Salesforce
Participate in the PWM team’s prospective client meetings and coordinate follow-up, as needed
Manage internal new business strategy meetings, developing agendas and driving associated action items
SKILLS & EXPERIENCE WE ARE LOOKING FOR
Bachelor’s degree
Related financial services experience of 3 years
Interest in pursuing a career as a Private Wealth Advisor
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with a variety of partners across the firm
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Excellent verbal and written communication skills
Strong interpersonal skills and ability to build and foster a strong network of relationships
Creative approach to problem solving
Strong project management and organizational skills
SIE, Series 3, 7, and 63 (must be obtained within three months of employment
Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
Salary Range The expected base salary for this New York, New York, United States-based position is $85,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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.
#J-18808-Ljbffr