Regional Private Wealth Office Leader

Goldman Sachs Bank AG; Atlanta, Northern (GA, KY); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

Financial Wellness & Retirement

Health Services

Fitness

Child Care & Family Care

Benefits at Goldman Sachs

Job summary

Goldman Sachs Private Wealth Management seeks a Business Unit Manager to lead day‑to‑day office operations and partner with the Region Head on strategy and people development.

You will work closely with the PWM Senior Management Team and key stakeholders to drive performance, optimize processes, and ensure regulatory compliance across the office.

Qualifications

• Bachelor’s degree required and demonstrated leadership experience.
• Excellent communication, interpersonal and stakeholder management abilities.
• Strategic thinker with strong analytical capabilities and attention to detail.
• High integrity, discretion with sensitive information, and teamwork focus.
• Proven record of managing projects, priorities and multi‑team coordination.
• SIE and Series 7/9/63/10 certifications must be obtained within 3 months.

Responsibilities

• Core member of Regional Management Team involved in executing and developing strategy to achieve local goals
• Coordinate with local Regional Head in the overall supervision, management and running of the office
• Manage, develop and recruit regional office employees, including Private Wealth Advisors, Financial Analysts, Wealth Management Professionals, Financial Investment Professionals, Business Development Professionals, Interns and Administrative Assistants
• Create annual strategy and performance targets for teams, and track business metrics for the office
• Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions
• Gain a deep comprehension of the various positions in a Private Wealth Management office
• Have a broad understanding of office’s clients and largest prospective client opportunities
• Perform regulatory supervisory functions for the business
• Oversee office marketing, branding, and client engagement strategy
• Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations
• Handle office budgeting process, expenses and procurement
• Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring
• Ensure that all employees are in compliance with regulatory requirements, include registrations and series exams
• Resolve conflicts inter/intra-office
• Assist teams with strategically optimizing effectiveness and efficiency through best practice sharing and business planning

Skills

Communication skills

Interpersonal skills

Leadership

Strategic thinking

Analytical skills

Organizational skills

Detail oriented

Results oriented

Judgement and discretion

Integrity

Teamwork

People management

Project management

SIE and Series 7, 9, 63 and 10 within

Education

Bachelor’s Degree

Job description

Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Atlanta location_on Atlanta, GA, United States

YOUR IMPACT

The Business Unit Manager, as a member of the Regional Management Team, plays a major role in managing the day to day operations of the office. This is a unique opportunity to work directly with the Region Head on all aspects of office management, including people development and business strategy. The Business Unit Manager will also work closely with Private Wealth’s Senior Management Team, along with key stakeholders and partners throughout the business. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills.

OUR IMPACT

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 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.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Core member of Regional Management Team involved in executing and developing strategy to achieve local goals
• Coordinate withlocal Regional Head in the overall supervision, management and running of the office
• Manage, develop and recruit regional office employees, including Private Wealth Advisors, Financial Analysts, Wealth Management Professionals, Financial Investment Professionals, Business Development Professionals, Interns and Administrative Assistants
• Create annual strategy and performance targets for teams, and track business metrics for the office
• Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions
• Gain a deep comprehension of the various positions in a Private Wealth Management office
• Have a broad understanding of office’s clients and largest prospective client opportunities
• Perform regulatory supervisory functions for the business
• Oversee office marketing, branding, and client engagement strategy
• Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations
• Handle office budgeting process, expenses and procurement
• Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring
• Ensure that all employees are in compliance with regulatory requirements, include registrations and series exams
• Resolve conflicts inter/intra-office
• Assist teams with strategically optimizing effectiveness and efficiency through best practice sharing and business planning

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor’s Degree Required
• Self-starter who takes ownership and can lead/manage projects independently
• Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management
• Strategic thinker with strong analytical skills
• Highly organized and process oriented with strong attention to detail and excellent follow-through
• Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered
• Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care
• Commitment to excellence and a high level of integrity
• Teamwork orientation
• People and Project Management experience strongly desired
• SIE and Series 7, 9, 63 and 10 (must be obtained within first 3 months of employment)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

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, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

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.

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

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 Services

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).

Child Care & Family Care

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

Read more about the full suite of class-leading benefits our firm has to offer.