Goldman Sachs
Asset & Wealth Management, Business Development Professional, Associate - New Yo
Goldman Sachs, New York, New York, us, 10261
Asset & Wealth Management, Business Development Professional, Associate - New York
Join to apply for the
Asset & Wealth Management, Business Development Professional, Associate - New York
role at
Goldman Sachs
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) 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.
How You Will Fulfill Your Potential
Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients
Analyze investment portfolios for risk and return characteristics
Execute portfolio rebalancing and trades
Research internal and external investment vehicles for client asset allocation
Provide client service and team support
Source new prospective clients through cold outreach
Serve as team’s client relationship management system expert
Participate in some of the team’s prospective client meetings and follow up, as appropriate
Manage new business team meetings and associated action items
Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
Liaise with various product groups within Investment Management to respond to client needs
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
Series 3, 7, and 63 required at the time of employment or obtained within three months of employment; obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
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.
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.
Seniority level Associate
Employment type Full‑time
Job function Finance and Sales
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender
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Asset & Wealth Management, Business Development Professional, Associate - New York
role at
Goldman Sachs
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) 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.
How You Will Fulfill Your Potential
Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients
Analyze investment portfolios for risk and return characteristics
Execute portfolio rebalancing and trades
Research internal and external investment vehicles for client asset allocation
Provide client service and team support
Source new prospective clients through cold outreach
Serve as team’s client relationship management system expert
Participate in some of the team’s prospective client meetings and follow up, as appropriate
Manage new business team meetings and associated action items
Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
Liaise with various product groups within Investment Management to respond to client needs
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
Series 3, 7, and 63 required at the time of employment or obtained within three months of employment; obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
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.
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.
Seniority level Associate
Employment type Full‑time
Job function Finance and Sales
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender
#J-18808-Ljbffr