Sales Support
Goldman Sachs Bank AG
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Benefits offered by this job
Job summary
Goldman Sachs Wealth Management is seeking a Wealth Management Professional in Dallas to support client onboarding and operational tasks within the Private Wealth Management team. You will collaborate with PWAs to ensure a smooth onboarding experience for high and ultra-high-net-worth clients by coordinating processes and cross-functional teams.
The role emphasizes attention to detail, strong communication, and organizational skills in a fast-paced environment, with licensing requirements to be
Qualifications
- SIE, Series 7 and 63 licenses required (must be obtained within three months of employment).
- Interest in pursuing a career as a Wealth Management Professional.
- Ability to work in a fast-paced environment and think clearly under pressure.
Responsibilities
- Provide operational support and risk management for PWM client onboarding.
- Support onboarding of new client relationships and PWAs.
- Collaborate with PWM teams to support client experience and account opening processes.
Skills
Tools
Job description
Asset & Wealth Management, PWM, Center of Excellence - NPWA Client Implementation, Wealth Management Professional - Dallas - Analyst location_on Dallas, TX, United States
Are you a self-starter who likes tothink outside the box? We are seeking Wealth ManagementProfessionalswho work with their team to provide exceptional operational support and risk management. They serve as a resource for theirteam'soperational tasks and client experience byfacilitatingthe onboarding ofthe clientrelationships.
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businessesprovidefinancial planning, investment management,bankingand 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,dataand design.
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans forultra highnet 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 managementcapabilitiesand 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 needsevolve, this close relationship allows the team to offer complementary services and new opportunities byleveragingthe resources of Goldman Sachs and beyond.
Our Wealth ManagementProfessionals(WMP) support all aspects of ouraccount openingbusiness from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environmentwhere attention to detail,strong communicationand organizational skills, and client serviceexpertiseare essential tomaintainingand enhancing our business.
- Leveraging operational and financial background and experience to contribute to a growing business
- Working closely withNewPWAstosupporttheirprospects andPWM clients
- Liaising with other areas supporting the PWM Business
- Supporting new account onboarding processes
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas,Denver, Detroit,Houston, Los Angeles, New York,Miami(includingLatin America coverage), Philadelphia, San Francisco, Seattle,Washington, D.C.and West Palm Beach.
- Knowledge and background in financial services
- Interest in pursuing a career as aWealth Management Professional
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets andgood investmentsense/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 7 and 63required(must be obtained within three months of employment)
- 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 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.
- 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.
- 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
Read more about the full suite of class-leading benefits our firm has to offer.
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