Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associ[...]

The Goldman Sachs Group; Boston (MA); On-site; USD 85,000 - 160,000; Full time

Job summary

Goldman Sachs in Boston seeks a Private Wealth Advisor (PWM) to grow client relationships and lead analyses across portfolios, risk and asset allocation. You will monitor macro trends and collaborate with internal researchers to inform investment decisions.

The role requires over 3 years in financial services, a Bachelor's degree, and the ability to thrive in a fast-paced environment. It offers growth within a premier private wealth platform with strong client service responsibilities.

Qualifications

• Bachelor's degree required and related financial services experience of 3+ years.
• Interest in pursuing a career as a Private Wealth Advisor.
• 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 and team-oriented mindset.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and ability to build a strong network of relationships.
• Creative approach to problem solving.
• Strong project management and organizational skills.
• SIE, Series 3, 7 and 63 to be obtained within three months of employment.
• CFA Charter and/or CFP sponsorship encouraged.

Responsibilities

• Work closely with PWAs to support existing client relationships and drive new business.
• Conduct client-facing analyses for client portfolios, including strategic/tactical asset allocation and portfolio risk/return.
• Monitor macroeconomic trends and internal research publications for potential portfolio impact.
• Serve as growth engine for PWM team across wallet share and new business.
• Develop a system for sustained outreach to prospective clients through presentations, materials, and client events.
• Act as PWM team's central point of contact for client relationship management in Salesforce.
• Participate in prospective client meetings and coordinate follow-up.
• Lead internal new business strategy meetings, developing agendas and action items.

Skills

Client relationship management

Financial markets insight

Communication skills

Project management

Multi-tasking

Team collaboration

Entrepreneurial spirit

Problem solving

Education

Bachelor's degree

Tools

SIE

Series 3

Series 7

Series 63

CFA/ CFP encouraged

Job description

HOW YOU WILL FULFILL YOUR POTENTIAL

• Work closely with PWAs to both support existing client relationships and drive new business generation
• Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
• Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
• Act as the growth engine for the PWM team across both wallet share and new business
• Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client events
• Act as the PWM team's central point of contact for client relationship management in Salesforce
• Participate in the PWM team's prospective client meetings and coordinate follow-up, as needed
• Manage internal new business strategy meetings, developing agendas and driving associated action items

SKILLS & EXPERIENCE WE ARE LOOKING FOR

• Bachelor's degree
• Related financial services experience of 3+ years
• Interest in pursuing a career as a Private Wealth Advisor
• 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
• SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
• Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

SALARY RANGE

The expected base salary for this Boston, Massachusetts, United States-based position is $85,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

BENEFITS

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non‑temporary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here.

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’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