Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management Professional, Associate - New York

Wealth Management Professional (WMP) – Goldman Partner Office (GPO) - Invest

Overview

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem-solve and think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective.

This role is in Goldman Partner Office – Invest. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.

About the Team

Goldman Partner Office (GPO) – Invest

The Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Private Wealth Advisors partner with GPO’s financial planning arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm’s partners, serving as “CIO” and “CFO” to help clients reach their personal wealth goals.

Wealth Management Professionals in the Goldman Partner Office work directly with firm’s partners, senior executives, and related stakeholders to provide exceptional client service, operational support, and risk management. They serve as a primary point of direct contact for clients and are responsible for the operational management and oversight of the client experience.

Responsibilities

• Act as key relationship manager
• Work closely with Private Wealth Advisors and teammates to service clients
• Oversee asset movements, portfolio implementations, and apply 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 a deep understanding of 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

Skills & Experience

• Bachelor’s Degree required
• 1–3 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 the Financial Services industry
• SIE, Series 7, and 63 required (must be obtained within three months of employment)

Salary Range

The expected base salary for this New York, NY, United States-based position is $85,000–$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing valuable and competitive benefits and wellness offerings. A summary of these offerings, generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.