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

About the role

Join Goldman Sachs, a leader in global wealth management, where you can accelerate your career and make a significant impact. Our mission is to empower clients and customers worldwide to achieve their financial goals through our advisor-led wealth management businesses.

Responsibilities

• Contribute to a growing business by leveraging interpersonal skills
• Act as a 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 understand 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
• 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
• 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

Qualifications

• 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

Benefits

At Goldman Sachs, we offer a comprehensive benefits package that includes:

• Health insurance
• Retirement savings plans
• Flexible spending accounts
• Employee assistance programs
• Professional development opportunities
• Wellness programs
• Personal finance resources
• Mindfulness programs

Pay

Compensation is competitive and commensurate with experience.

Schedule

Our schedule is flexible to accommodate your needs.

Where You Will Make an Impact

Our Private Wealth Management business spans the globe, with offices in:

• Atlanta
• Boston
• Chicago
• Dallas
• Houston
• Los Angeles
• New York
• Miami (Florida and Latin America coverage)
• Philadelphia
• San Francisco
• Seattle
• Washington, D.C.
• West Palm Beach

Skills & Experience

• 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