Goldman Sachs

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.. 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.. A Wealth Management Professional will provide client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients.. Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. 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.

professional associate

MORE ABOUT THIS JOB:
YOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box?  Our Wealth Management Professionals support all trading aspects of our business from an operational and account management standpoint.  We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.  YOU MUST BE FULL LICENSED FOR THIS ROLE, SERIES 7 and 63.   OUR IMPACTConsumer and Wealth Management (CWM)Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. PWMGoldman 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. A Wealth Management Professional will provide client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients.

RESPONSIBILITIES AND QUALIFICATIONS:
HOW YOU WILL FULFILL YOUR POTENTIAL <ul><li style="margin: 0in 0in 6.0pt .25in;">Leverage your operational background and experience to contribute to a growing business</li><li style="margin: 0in 0in 6.0pt .25in;">Work closely with Private Wealth Advisors to support their PWM clients</li><li style="margin: 0in 0in 6.0pt .25in;">Identify opportunities for and coordinate wealth advisory services within client base</li><li style="margin: 0in 0in 6.0pt .25in;">Manage advisory business implementation and rebalancing</li><li style="margin: 0in 0in 6.0pt .25in;">Manage cash balances and private banking services in accounts</li><li style="margin: 0in 0in 6.0pt .25in;">Serve as a key liaison to other areas supporting the PWM Business</li><li style="margin: 0in 0in 6.0pt .25in;">Plan and manage new account on boarding process</li><li style="margin: 0in 0in 6.0pt .25in;">Provide overview of client reporting and web capabilities to potential new clients</li><li style="margin: 0in 0in 6.0pt .25in;">Execute, process and reconcile trading and other investment related transactions</li></ul> WHERE WILL YOU MAKE AN IMPACTOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach   SKILLS & EXPERIENCE WE’RE LOOKING FOR<ul><li style="margin: 0in 0in 6.0pt .25in;">Ability to work in a fast-paced environment and think clearly under pressure</li><li style="margin: 0in 0in 6.0pt .25in;">Strong interest in the financial markets</li><li style="margin: 0in 0in 6.0pt .25in;">Self-motivated and able to work in an autonomous, yet collaborative environment</li><li style="margin: 0in 0in 6.0pt .25in;">Strong verbal and written communication skills, as well as strong organizational and interpersonal skills</li><li style="margin: 0in 0in 6.0pt .25in;">Commitment to excellence and a high level of integrity</li><li style="margin: 0in 0in .0001pt .25in;">Series 7 and 63 required </li></ul>

ABOUT GOLDMAN SACHS:
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: <a href="https://www.goldmansachs.com/careers/footer/disability-statement.html" target="_blank" rel="noopener">https://www.goldmansachs.com/careers/footer/disability-statement.html</a> © The Goldman Sachs Group, Inc., 2021. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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