Asset & Wealth Management, Private Wealth Management, Sustainable Solutions Group, Associate - [...]

Davita Inc.; New York (NY); On-site; USD 85,000 - 160,000; Full time

Job summary

Top-tier wealth management firm is seeking an Associate or Vice President to join their PWM Sustainable Solutions Group in New York. The role involves developing strategies for client engagement related to sustainable finance, advising on ESG investments, and maintaining client relationships. The ideal candidate will have significant experience in financial services and a passion for sustainable finance, with the ability to communicate complex information effectively.

Benefits

Competitive benefits package

Flexible work options

Wellness offerings

Qualifications

• 5-7 years of experience in financial services, preferably in wealth management.
• Strong understanding of portfolio construction.
• Knowledge of ESG and impact investing landscape.

Responsibilities

• Develop and implement client acquisition strategies focused on ESG.
• Advise PWM sales teams on ESG solutions.
• Collate content on ESG research and thought leadership.

Skills

Portfolio management

Sustainable finance

Client relationship management

Communication

Job description

YOUR IMPACT

We are seeking an experienced, dynamic Associate or Vice President to join the PWM Sustainable Solutions Group to support our clients and prospects interested in incorporating climate transition and inclusive growth themes into their investment portfolios.

OUR IMPACT

Asset and Wealth Management (AWM)

Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across AWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office.

Private Wealth Management (PWM)

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.

PWM Sustainable Solutions Group (SSG)

The PWM Sustainable Solutions Group (SSG) is a team dedicated to providing our clients a holistic, differentiated platform to develop and pursue their sustainability goals. The team works closely with Private Wealth Advisors (PWAs) and firmwide resources to drive environmental, social and governance (ESG) and impact innovation, product offerings and related content tailored for wealth management clients. With the support of senior leaders and content specialists across the division and the Firm, the SSG aims to expand and commercialize our sustainability efforts in the ultra-high net worth and mid-market foundation and endowment space.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Work closely with the global SSG team to develop and implement strategies around client acquisition, growth and engagement of clients investing in ESG and impact strategies.


• Help PWM sales teams (US-focused) maintain and enhance existing client relationships and advise on ESG and impact solutions to prospective clients.


• Engage with the Asset Management Division (product teams, External Investing Group, Stewardship, Sustainability Client Solutions, etc.) through the appropriate working groups to communicate the needs of PWM clients and support platform development.


• Stay abreast of the latest industry and GS innovations in sustainable finance and help bring those solutions to PWM clients.


• Collate content from across the firm to ensure PWM clients are kept abreast of ESG thought leadership, research and events from the whole GS network.


• Author proprietary content for internal and external purposes to increase awareness and engagement of ESG and impact investing.


• Work with internal stakeholders on tech enhancements related to ESG portfolio diagnostics and data collection and reporting across the wealth management businesses.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• The ideal candidate will have 5-7 years of relevant work experience in financial services, investment management and business development, preferably in wealth management with some client facing experience


• Strong understanding of portfolio construction and portfolio management


• Passionate about sustainable finance and / or environmental or social sustainability


• Exemplary organizational, communication, and interpersonal skills with demonstrated ability to deal effectively at all levels within the organization


• Experience synthesizing and presenting complex information and working across various stakeholders or teams; and Knowledge of ESG and impact investing landscape and with guiding client conversations in this area.


• Dedicated client services focus, commercial instinct and intellectual curiosity


• Series 7 and 63 required (must be obtained within three months of employment)

Salary Range
The expected base salary for this New York, New York, United States-based position is $85000-$160000. 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.