Private Wealth Business Development Pro – Boston

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

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a Business Development Professional, Associate, to work with Private Wealth Advisors across client relationships and new business opportunities in Boston. You will gain investment expertise, support portfolio analyses, and help generate new client relationships within a fast-paced team.

The role emphasizes wealth management capabilities, client service excellence, and collaboration across the firm.

Qualifications

• Bachelor's degree required.
• 3+ years of related financial services experience.
• Interest in pursuing a career as a Private Wealth Advisor.
• Ability to work in a fast-paced environment under pressure.
• Strong interest in financial markets and commercial instinct.
• Ability to multi-task with multiple firm partners.
• Entrepreneurial spirit with a team-oriented mindset.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and network-building abilities.
• SIE, Series 3, 7 and 63 must be obtained within three months; CFA/ CFP encouraged.

Responsibilities

• Work with Private Wealth Advisors to support existing client relationships and drive new business.
• Conduct client portfolio analyses spanning asset allocation and risk/return.
• Monitor macro trends and internal research for portfolio impact.
• Act as the PWM team's growth engine for wallet share and new business.
• Develop outreach material and client event content.
• Coordinate in Salesforce as the PWM team's primary contact.
• Participate in prospective client meetings and follow-ups.
• Organize internal strategy meetings and drive action items.

Skills

Bachelor's degree

3+ years financial services exp

Private Wealth Advisor interest

Fast-paced environment ability

Financial markets interest

Multi-task with partners

Entrepreneurial spirit

Verbal & written communication

Interpersonal network-building

SIE, Series 3, 7, 63 within 3 months

CFA/ CFP encouraged

Education

Bachelor's degree

Job description

Goldman Sachs Private Wealth Management (PWM) seeks a Business Development Professional, Associate, to work with Private Wealth Advisors across client relationships and new business opportunities in Boston. You will gain investment expertise, support portfolio analyses, and help generate new client relationships within a fast-paced team.

The role emphasizes wealth management capabilities, client service excellence, and collaboration across the firm.