Senior Private Wealth Management Analyst

Goldman Sachs

Washington (District of Columbia)

On-site

USD 75,000 - 160,000

Full time

3 days ago

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Job summary

Goldman Sachs Wealth Management is seeking ambitious professionals to join Private Wealth Management (PWM) teams in Washington, DC. You will serve as a primary client contact, ensuring investment objectives are met, managing risk and coordinating with Private Wealth Advisors to deliver comprehensive wealth management services.

This role emphasizes client service, collaboration, integrity, and attention to detail in a fast‑paced environment.

Qualifications

Bachelor’s degree required.
2–4 years of preferred experience in client service and/or the financial industry.
Ability to work in a fast‑paced environment and think clearly under pressure.
Strong interest in client service.
Self‑motivated and able to work in an autonomous, yet collaborative environment.
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills.
Commitment to excellence and a high level of integrity.
Interest in Financial Services Industry.
SIE, Series 7 and 63 required.

Responsibilities

Own onboarding of client relationships and ensure we meet investment objectives.
Manage fraud risk, trade execution, liquidity management and ongoing relationship management.
Serve as a primary point of contact for clients.
Work closely with Private Wealth Advisors and teammates to service clients.
Oversee asset movements and ensure compliance with estate planning and tax considerations.
Identify opportunities for wealth advisory services and client reporting.