Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
About the role
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 success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing client relationships.
As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs. Your expertise will be vital in managing the intricate onboarding of new client relationships, ensuring the achievement of their investment objectives, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. This role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and excellence.
Responsibilities
- 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 to identify and prevent fraudulent activities by leveraging your 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
Requirements
- 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)
Location
This role is based in the Dallas office. Our Private Wealth Management business spans the following U.S. locations: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C., and West Palm Beach.
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 workplace and beyond by ensuring every individual has opportunities to grow professionally and personally.