Wealth Strategy Analyst ‑Net‑Worth Clients

MORE ABOUT THIS SKILLSET

Helping clients navigate markets to support their investment goals.

Individuals across these teams have strong communication, integrity, time management and problem‑solving skills. It is also key for these colleagues to embody a client‑first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management.

If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill‑set. The list is not exhaustive, and availability of open roles is determined based on business.

Secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

• Wealth Management Professional provides 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. 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 re‑balancing
• 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

• PWM Financial Analyst provides relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad‑based understanding of the asset management business. How you will fulfill your potential:
• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
• Analyze equity and fixed income portfolios for risk and return characteristics
• Research internal and external investment vehicles for client asset allocation
• Keep abreast of the latest events in the financial markets
• Relay GS research and market views to Private Wealth Advisors
• Work in conjunction with various product groups within Investment Management to respond to client needs
• Assist with trading and provide client service and team support

Partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50‑year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

• Counseling provides proactive financial counseling, full‑service implementation, including tax preparation and investments, to address complexities of executives,…