Miami or West Palm Beach

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst

OnsitePosted 4 days agoLikely sponsors

Job details

Location
Miami or West Palm Beach
Work type
Onsite
Posted
4 days ago
Apply on
hdpc.fa.us2.oraclecloud.com

About this role

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional

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 ultra 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.

 

Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client’s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management.

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Work closely with Private Wealth Advisors to assist with relationship management for high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits 

  • Prepare client-facing materials depicting asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews

  • Help execute, process, and reconcile trades on behalf of clients in a variety of products including equities, equity options, fixed income, and currencies

  • 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 rebalancing

  • 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

 

SKILLS & EXPERIENCE WE ARE LOOKING FOR

  • Bachelor's degree

  • 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 autonomous, yet collaborative environment 

  • Ability to multi-task and work with numerous colleagues and desks across the Firm

  • Strong verbal and written communication skills

  • Strong organizational and interpersonal skills

  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment)

 

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 GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

 

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

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About Goldman Sachs

Miami or West Palm Beach