Strategic Wealth Management Associate

Goldman Sachs; New York (NY); On-site; USD 85,000 - 160,000; Full time

Job summary

Goldman Sachs is seeking an exceptional Associate to help shape Wealth Management’s strategic direction in a dynamic, global setting. You will analyze market trends, size opportunities, and craft actionable recommendations that influence growth, profitability, and multi-year planning.

The role requires strong analytical, communication, and project-management skills, with a track record of delivering high-quality presentations and working across a matrixed organization.

Qualifications

• Bachelor's degree required.
• 2+ years of experience in the financial services industry or related field.
• Excellent writing and presentation development skills to translate complex concepts into concise narratives.

Responsibilities

• Develop WM growth strategy materials for internal and external audiences.
• Conduct wealth management competitor research and identify themes and positioning insights.
• Facilitate cross-functional offsites and meetings with WM leadership and stakeholders.
• Manage WM KPIs and drive key initiatives across Wealth Management.

Skills

Analytical

Problem solving

Presentation skills

Excel & PowerPoint

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Goldman Sachs is seeking an exceptional Associate to help shape Wealth Management’s strategic direction in a dynamic, global setting. You will analyze market trends, size opportunities, and craft actionable recommendations that influence growth, profitability, and multi-year planning.

The role requires strong analytical, communication, and project-management skills, with a track record of delivering high-quality presentations and working across a matrixed organization.