Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate

YOUR IMPACT

Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success.

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, family offices, foundations, endowments, corporations and employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.

Growth is driven by a focus on people, clients, and leading‑edge technology, data and design.

Goldman Sachs Private Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, and select institutions. PWM teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our investment experience, wealth management capabilities and global reach. Private Wealth Advisors deliver an unparalleled investment platform, including tax and estate planning, philanthropic planning and private banking and lending services.

The relationship allows teams to offer complementary services and new opportunities as client needs evolve.

Wealth Management Professionals work directly with clients to provide exceptional client service, operational support and risk management. They act as the primary point of contact for clients and are responsible for the operational management and oversight of the client experience. Key responsibilities include managing client onboarding, ensuring investment objectives are met, managing fraud risk, trade execution, liquidity management and ongoing relationship management.

• 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 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 identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
• Work with 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

Our Private Wealth Management business spans the globe, with the following locations in the United States:
Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami, Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.

• 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

The expected base salary for this Washington, District of Columbia‑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.

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings. A summary of these offerings, which are generally available to active, non‑temporary, full‑time and part‑time U.S. employees who work at least 20 hours per week, can be found here.

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