Sales Support

Overview

Senior Analyst – Chicago location on Chicago, Illinois, United States. Asset & Wealth Management, Private Wealth Management, Wealth Management Professional.

Salary Range: USD 60,000 – 115,000.

• Leverage your interpersonal skills to contribute to a growing business
• Act as key relationship manager for ultra‑high net worth clients
• Work closely with Private Wealth Advisors and teammates to service our clients
• Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
• Introduce new and existing clients to the firm’s offerings including client reporting, digital capabilities and banking services
• Identify opportunities for wealth advisory services for clients
• Understand client suitability and risk tolerance
• Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
• Work with our middle and back office colleagues to ensure an exceptional client experience
• Execute, process and reconcile trading and other investment‑related transactions
• Lead or participate in divisional efforts to improve efficiencies within PWM business
• Participate in local training and recruiting
• Serve as a coach/mentor for less tenured teammates

• Bachelor’s Degree required
• 2–4 years of preferred experience in client service and/or the financial industry
• 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

Chicago, Illinois, United States.

Goldman Sachs offers competitive benefits and wellness offerings to support our employees’ well‑being.

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