Wealth Management, Private Wealth Management, Family Office, Analyst - Albany, NY at Goldman Sa

Wealth Management, Private Wealth Management, Family Office, Analyst - Albany, NY at Goldman Sachs.

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.

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.

GSFO works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. GSFO is in search of an Analyst to work closely with PWAs in delivering Family Office Services to clients and help with business development initiatives. We are looking for a hard‑working and client‑friendly individual with background in wealth management and/or family office services.

• Serve as day‑to‑day contact for the delivery of Family Office Services, building trust and rapport across PWA teams, clients and third‑party partners. Identifying areas of opportunity, highlighting best practices, and ensuring the highest quality of services.
• Partner with PWM teams to manage the client lifecycle throughout their relationship with the vendor, from preliminary marketing, needs evaluation, onboarding, delivery of services and troubleshooting.
• Become a subject matter expert for related service offerings, acting as the go‑to person for all PWA team and client in‑bounds. Services will span multiple disciplines.
• Facilitate interaction and workflow among PWA teams, clients, and third‑party service providers, to ensure timely deliverables.
• Ensure PWA teams and clients obtain value quickly. Managing efficient onboardings and ongoing delivery of services, including ensuring stakeholders are properly educated to maximize value of the service.
• Build PWA and client loyalty to minimize churn by understanding client needs and building relationships with key stakeholders to ensure they earn trusted advisor status over time.
• Collaborate, problem‑solve, and/or strategize with PWA teams on how best to deliver a solution.
• Track and resolve client requests and feedback.
• Foster a client‑centric team environment.

• Develop, document, and continually enhance processes to maximize efficiency in constantly evolving environments and as the vendor relationship evolves.
• Advocate for PWA teams and Clients by…