Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments.
PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors.
The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our role.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
- Develop and prepare marketing presentations for prospective clients
- Analyze investment portfolios for risk and return characteristics
- Execute portfolio rebalancing and trades
- Research internal and external investment vehicles for client asset allocation
- Provide client service and team support
- Source new prospective clients through cold outreach
- Serve as team’s client relationship management system expert
- Participate in some of the team’s prospective client meetings and follow up, as appropriate
- Manage new business team meetings and associated action items
- Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
- Liaise with various product groups within Investment Management to respond to client needs
QUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Bachelor's degree
- Related financial services experience of 3-5 years
- Interest in pursuing a career as a
- 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
- Ability 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
- Series 3, 7, and 63 required at the time of employment or 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.
Learn more about our culture, benefits, and people at / careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Records Management Specialist (Temporary) Washington, DC
History Associates (HAI) is a professional historical services firm providing customized historical, archival, and records management services to industry, professional associations, government, and non-profit organizations for over forty years. The company currently works in the fields of archives ...
Business Development Executive - Washington, D.C.
We are currently looking for a Business Development Executive to join our team in Washington, D. Networks in assigned market and attends events, interacting with business leaders and influencers to learn of trends and challenges in the market, competitive landscape, and uncover new business developm...
Employment Litigation Associate – Washington, DC
We are looking to speak with mid-level associates to join our client’s Employment Litigation practice group in Washington, DC. This is an awesome opportunity to join a nationwide practice and take ownership with litigating and trying cases in many jurisdictions, inside and outside of DC. You will re...
Asset Management Analyst (Washington DC) - Commercial Real Estate Finance
Asset Management departments in all departmental responsibilities to include financial analysis, physical asset inspections, risk management and watch loan oversight, collateral monitoring, and many types of customer requests received by the borrower or management team responsible for the property. ...
Outside Insurance Sales Associate- Washington DC - Remote
Actively participate in training programs, workshops, and professional development opportunities to enhance your skills and knowledge. Join Allstate as an Outside Insurance Sales Associate and embark on a rewarding career. As an Allstate insurance professional, you'll identify gaps in home and auto ...
Senior Business Analyst -- Location: Washington, DC 20002 (Onsite) -- Duration: 12 Months Contract
The Senior Business Analyst has proven professional experience in capturing, verifying, and managing requirements traceability for product development, testing, and delivery. Location: Washington, DC 20002 (Onsite). Prior experience as a business analyst role for web-based case management, user port...
Branch Member Service Associate (Full-Time) - Washington, DC
As a Branch Member Service Associate in our Washington, DC location you will deliver exceptional customer service in our branches while successfully promoting and selling NASA FCU products and services. The Branch Member Service Associate position is a tiered position with a solid compensation packa...
For Eyes - Associate Optometrist- M284 L Street, Washington DC
Our diverse team consists of more than 500 dedicated associates across 105 stores in the United States and Puerto Rico. Our highly qualified associates are passionate about customer satisfaction. The Associate Optometrist is a leader in the organization, delivering the brand promise, experience &...
Lead Associate Ops - Georgetown M St - Washington DC
As a Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements. Successful completion of the Lead ...
Business Development Associate (Fully Remote)
We're an award-winning IT solutions provider to the Federal government seeking a Business Development Associate. Participate in the full life cycle of business development, capture, and proposal activities associated with target opportunities. This position is ideal for someone relatively new to fed...