Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, New York

How You Will Fulfill Your Potential

• Work closely with PWAs to both support existing client relationships and drive new business generation
• Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
• Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
• Act as the growth engine for the PWM team across both wallet share and new business
• Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client events
• Act as the PWM team’s central point of contact for client relationship management in Salesforce
• Participate in the PWM team’s prospective client meetings and coordinate follow-up, as needed
• Manage internal new business strategy meetings, developing agendas and driving associated action items

Skills & Experience

• Bachelor's degree
• Related financial services experience of 3+ years
• Interest in pursuing a career as a Private Wealth Advisor
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in the financial markets and good investment sense/commercial instinct
• Able to multi-task and work with a variety of partners across the firm
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
• Excellent verbal and written communication skills
• Strong interpersonal skills and ability to build and foster a strong network of relationships
• Creative approach to problem solving
• Strong project management and organizational skills
• SIE, Series 3, 7, and 63 (must be obtained within three months of employment)
• Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

Pay

The expected base salary for this New York, New York, 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 our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are 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.