Wealth Management Analyst: Strategic Client Partner

Goldman Sachs Group; City of Albany (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits

Job summary

Goldman Sachs Ayco is seeking a Wealth Management Professional in Albany, NY, to empower clients through strategic planning and bespoke advisory services. You will engage with Ayco Advisors, deliver insights, and contribute to growth while ensuring exceptional client experiences across reporting and digital capabilities.

The role emphasizes relationship-building, compliance, and service excellence within a dynamic wealth-management environment. A Series 7/63 or commitment is required.

Qualifications

• Bachelor’s degree is essential.
• Current Series 7 & 63 licenses, or commitment to obtain them within 4 months of hire.
• Interest in financial services and capital markets.
• Proven ability to thrive in autonomous and collaborative team settings.
• Strong verbal and written communication skills.

Responsibilities

• Strategic Client Partnership: collaborate with Ayco Advisors to deliver unparalleled service and insights.
• Proactive Problem Solving: anticipate client needs and develop innovative investment solutions.
• Operational Excellence & Risk Management: oversee workflows, manage cash balances, ensure compliance.
• Client Engagement & Education: serve as primary contact for clients and educate on reporting and digital tools.
• Leadership & Mentorship: mentor junior analysts and promote team development.

Skills

Client-centric mindset

Communication skills

Detail orientation

Proactive mindset

Agility & adaptability

Strategic thinking

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Goldman Sachs Ayco is seeking a Wealth Management Professional in Albany, NY, to empower clients through strategic planning and bespoke advisory services. You will engage with Ayco Advisors, deliver insights, and contribute to growth while ensuring exceptional client experiences across reporting and digital capabilities.

The role emphasizes relationship-building, compliance, and service excellence within a dynamic wealth-management environment. A Series 7/63 or commitment is required.