Asset & Wealth Management – Miami – Associate, Client Relationship Management – 9336432

Goldman Sachs, Inc.; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Goldman Sachs, Inc. in Miami seeks an Associate, Client Relationship Management to serve ultra-high net worth clients across the United States. You will assess suitability and risk, oversee asset movements, and coordinate with back-office teams to ensure a superior client experience.

The role involves introducing clients to the firm’s offerings, including reporting, digital tools, and banking services. You will identify opportunities for wealth advisory services, execute trades, and collaborate

Qualifications

• Bachelor's degree in Economics, Finance, Business, Engineering, Mathematics, or related field.
• Three years of experience in private wealth management or related role.
• Experience coordinating private wealth operations including cash management reconciliation, onboarding, and risk management.
• Experience with back and middle office processes, trade settlements, and client onboarding cycles.

Responsibilities

• Act as key relationship contact for ultra-high net worth clients in the United States.
• Assess and evaluate client suitability and risk tolerance for investment mandates.
• Oversee asset movements and portfolio implementations, leveraging estate planning and tax concepts.
• Coordinate with middle and back-office colleagues to ensure exceptional client experience and operational efficiency.
• Introduce clients to firm offerings and identify opportunities for wealth advisory services.
• Execute, process, reconcile trading and other investment-related transactions.
• Mentor and coach less tenured colleagues in the region.

Skills

Relationship management

Client onboarding

Portfolio coordination

Risk assessment

Stakeholder management

Private wealth experience

Education

Bachelor's degree in Economics, Finance, Business, Engineering, Mathematics or related field

Job description

Job Description

Job Duties: Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Act as key relationship contact for ultra-high net worth clients in the United States. Assess and Evaluate client suitability and risk tolerance with regards to their investment mandate. Oversee asset movements, portfolio implementations and leverage understanding of organizational documents, estate planning, and tax concepts tailored to Ultra-high Net-worth individuals and families. Work with middle and back-office colleagues to ensure exceptional client experience and operational efficiency. Introduce new and existing clients to the firm’s offerings, including but not limited to, client reporting, digital capabilities, and banking services and the wider investment catalogue where appropriate. Identify opportunities for wealth advisory services for clients. Execute, process, and reconcile trading and other investment related transactions. Help identify and prevent fraudulent activities by leveraging knowledge of client preferences and their financial behaviors. Lead or participate in divisional efforts to improve efficiencies within business. Serve as a coach/mentor for less tenured colleagues in the region.

Job Requirements: Bachelor’s degree (U.S. or foreign equivalent) in Economics, Finance, Business & Engineering, Mathematics, or a related field and three (3) years of experience in the job offered or in a related role. Prior employment must include three (3) years of experience with: coordinating the operations and logistics of private wealth management including cash management reconciliation, private banking services, and new account onboarding processes; assisting on projects related to new workflow development by participating in divisional efforts to improve efficiencies in the firm; working with back and middle office processes, risk management, trade settlements and other relevant processes sensitive to clients; Financial and Cash management movements in complex discretionary portfolios; and networking with ultra-high net-worth individuals and institutional investors, scheduling meetings with potential clients, and building relationships during the client onboarding cycle and ongoing client management responsibilities. Interacting and building relationships with senior management and global stakeholders.

©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, veteran status, disability, or any other characteristic protected by applicable law.