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    Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/ Sr. Analyst - New York, NY, United States - Goldman Sachs

    Goldman Sachs
    Goldman Sachs New York, NY, United States

    2 weeks ago

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    Description
    YOUR IMPACT

    Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective
    We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business

    OUR IMPACT

    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

    Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management
    They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience
    Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management

    HOW YOU WILL FULFILL YOUR POTENTIAL
    • Leverage your operational background and experience to contribute to a growing business
    • Work closely with Private Wealth Advisors to support their PWM clients
    • Identify opportunities for and coordinate wealth advisory services within client base
    • Manage advisory business implementation and rebalancing
    • Manage cash balances and private banking services in accounts
    • Serve as a key liaison to other areas supporting the PWM Business
    • Plan and manage new account on boarding process
    • Provide overview of client reporting and web capabilities to potential new clients
    • Execute, process and reconcile trading and other investment related transactions
    SKILLS & EXPERIENCE WE'RE LOOKING FOR
    • Bachelor's Degree Required
    • Ability to work in a fast-paced environment and think clearly under pressure
    • Strong interest in client service
    • Self-motivated and able to work in an autonomous, yet collaborative environment
    • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
    • Commitment to excellence and a high level of integrity
    • Interest in Financial Services Industry
    • SIE, Series 7 and 63 required (must be obtained within three months of employment)
    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

    We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process
    Learn more:

    The Goldman Sachs Group, Inc., 2023
    All rights reserved

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

    Salary Range

    The expected base salary for this New York, New York, United States-based position is $75000-$125000
    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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