Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta

About the role

Join Goldman Sachs, a leader in global wealth management, as a Wealth Management Professional. Our mission is to empower clients and customers to achieve their financial goals through our advisor-led wealth management businesses and digital solutions.

Responsibilities

• Contribute to a growing business by leveraging interpersonal skills and working in a fast-paced environment
• 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
• Help identify and prevent fraudulent activities by leveraging your knowledge 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

Goldman Sachs offers a comprehensive benefits package that includes:

• Health, dental, and vision insurance
• Pension plan
• Retirement savings plans
• Flexible spending accounts
• Life insurance
• Disability insurance
• Employee assistance program
• Wellness programs
• Personal finance offerings
• Mindfulness programs

Pay

The expected base salary for this position is $75,000 - $160,000, with the possibility of a discretionary bonus.

Schedule

Full-time position based in Atlanta, Georgia, United States.