Private Wealth Growth and Business Development Specialist

Goldman Sachs Group, Inc.; Chicago (IL); On-site; USD 110,000 - 160,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking a Private Wealth Development Professional to support Private Wealth Advisors in delivering tailored wealth strategies for high-net-worth clients. You will assist in client outreach, portfolio analysis, and market research while developing skills for a Private Wealth Advisor role.

The role emphasizes fast-paced collaboration with cross-functional teams, presentation preparation, and maintaining strong client relationships.

Qualifications

• Bachelor's degree in a related field.
• 3-5 years of related financial services experience.
• Interest in pursuing a Private Wealth Advisor career.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in the financial markets with good investment sense.
• Ability to multi-task 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 network.
• Creative problem-solving approach.
• Strong project management and organizational skills.
• Series 3, 7, and 63 required; CFA/ CFP encouraged and sponsored.

Responsibilities

• Work closely with PWAs to support and implement wealth management strategies.
• Develop and prepare marketing presentations for prospective clients.
• Analyze investment portfolios for risk and return characteristics.
• Execute portfolio rebalancing and trades.
• Research internal and external investment vehicles for client asset allocation.
• Provide client service and team support.
• Source new prospective clients through cold outreach.
• Serve as team’s client relationship management system expert.
• Participate in prospective client meetings and follow up.
• Manage new business team meetings and action items.
• Relay GS Research and ISG market views to PWAs and clients.
• Liaise with product groups to respond to client needs.

Skills

Verbal & written communication

Interpersonal skills

Project management

Analytical thinking

Multi-tasking

Entrepreneurial spirit

Team-oriented

Networking

Problem solving

Education

Bachelor's degree

Tools

Series 3, 7 and 63

Job description

Goldman Sachs Wealth Management is seeking a Private Wealth Development Professional to support Private Wealth Advisors in delivering tailored wealth strategies for high-net-worth clients. You will assist in client outreach, portfolio analysis, and market research while developing skills for a Private Wealth Advisor role.

The role emphasizes fast-paced collaboration with cross-functional teams, presentation preparation, and maintaining strong client relationships.