Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
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
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Pay
The expected base salary for this Seattle, Washington, United States-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.
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.