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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)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra 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) in the day-to-day coverage of existing client relationships and new business generation. In this role, the BDP will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.
How You Will Fulfill Your Potential
Work closely with PWAs to provide exceptional day-to-day coverage of existing client relationships
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 PWM team's central point of contact for client relationship management in Salesforce
Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure
Skills & Experience We Are Looking For
Bachelor's degree required (CPA, JD, or MBA degrees welcome)
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 San Francisco, California, United States-based position is $75,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Job Info
Job Identification
Job Category Associate
Locations San Francisco, CA, United States
Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.