Senior Wealth Management Operations Analyst

Goldman Sachs; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking a Private Wealth Advisor support role in New York. You will work closely with Private Wealth Advisors to manage high net worth client relationships and assist in preparing asset allocation and market analysis materials.

The role involves trade support across multiple products, onboarding and client reporting, and collaboration with PWM teams to deliver customized financial strategies and services.

Qualifications

• Bachelor's degree required.
• Licenses SIE, Series 3, 7 and 63 must be obtained within three months of employment.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong verbal and written communication skills.
• Self-motivated and able to work autonomously yet collaboratively.

Responsibilities

• Assist Private Wealth Advisors with relationship management for high net worth clients.
• Prepare client-facing materials on asset allocation and market analytics.
• Help execute and reconcile trades across equities, fixed income, and currencies.
• Support PWM clients and identify opportunities for wealth advisory services.
• Manage onboarding and client reporting processes.

Skills

Client service

Fast-paced environment

Multi-tasking

Communication skills

Organizational skills

Team collaboration

Education

Bachelor's degree

SIE

Series 3

Series 7

Series 63

Job description

Goldman Sachs Wealth Management is seeking a Private Wealth Advisor support role in New York. You will work closely with Private Wealth Advisors to manage high net worth client relationships and assist in preparing asset allocation and market analysis materials.

The role involves trade support across multiple products, onboarding and client reporting, and collaboration with PWM teams to deliver customized financial strategies and services.