Goldman Sachs & Co. CWM, PWM, Wealth Management Professional, Associate- Washington DC in Washington, District Of Columbia
MORE ABOUT THIS JOB
Are you an organized, detail oriented, self-starter with a passion for building relationships and providing exceptional service within the financial industry. Our Wealth Management Professionals support all aspects of managing our clients’ private wealth management experience. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
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.
RESPONSIBILITIES AND QUALIFICATIONS
A Wealth Management Professional will provide client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients.
HOW YOU WILL FULFILL YOUR POTENTIAL
Leverage your operational background and experience to contribute to a growing business
Work closely with Private Wealth Advisors to support their PWM clients
Identify opportunities for and coordinate wealth advisory services within client base
Manage advisory business implementation and re-balancing
Manage cash balances and private banking services in accounts
Serve as a key liaison to other areas supporting the PWM Business
Plan and manage new account on boarding process
Provide overview of client reporting and web capabilities to potential new clients
Execute, process and reconcile trading and other investment related transactions
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: 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
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Bachelor’s Degree required
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 service industry
Series 7 and 63 required (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
Schedule TypeFull Time
Function(s)Investment Management, Private Wealth Management
DivisionConsumer and Wealth Management
Business UnitPWM Sales - Washington DC