Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate

Goldman Sachs; San Francisco (CA); Hybrid; USD 75,000 - 160,000; Full time

Job summary

Goldman Sachs is seeking a Business Development Professional, Associate in San Francisco to support Private Wealth Management Advisors. You will help manage client relationships, perform analyses on portfolios, and assist with asset allocation decisions in a fast-paced environment.

You will work with PWAs to grow the client base, coordinate with teams across the firm, and develop new opportunities while ensuring high-quality client service. This role offers growth in a premier wealth platform.

Qualifications

• Bachelor’s degree required.
• 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.

Responsibilities

• Work closely with PWAs to provide exceptional day-to-day coverage of existing client relationships.
• 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 PWM team’s central point of contact for client relationship management in Salesforce.
• Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes.
• Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure.

Skills

Client relationship management

Financial analysis

Portfolio risk/return analysis

Salesforce CRM

Portfolio implementation

Portfolio rebalancing

Strategic planning

Multi-tasking

Communication skills

Project management

Entrepreneurial spirit

Team collaboration

Under pressure

SIE, Series 3, 7, 63

CFA/ CFP encouraged

Education

Bachelor’s degree

CPA/JD/MBA welcome

Tools

Salesforce

Job description

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate

Job Description

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.

Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships and new business generation. In this role, the BDP will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Work closely with PWAs to provide exceptional day-to-day coverage of existing client relationships
• 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 PWM team’s central point of contact for client relationship management in Salesforce
• Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
• Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure

SKILLS & EXPERIENCE WE ARE LOOKING FOR

• Bachelor’s degree required (CPA, JD, or MBA degrees welcome)
• 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 San Francisco, California, United States-based position is$75,000-$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 .

Job Info

• Job Identification 140353
• Job Category Associate
• Posting Date 07/08/2026, 02:18 PM
• Locations San Francisco, CA, United States

Healthcare & Medical Services

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

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

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).

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