Wealth Management: Private Client BD Associate

Goldman Sachs; San Francisco (CA); Hybrid; USD 75,000 - 160,000; Full time

Job summary

Goldman Sachs is seeking a Business Development Professional, Associate in San Francisco to support Private Wealth Management Advisors. You will help manage client relationships, perform analyses on portfolios, and assist with asset allocation decisions in a fast-paced environment.

You will work with PWAs to grow the client base, coordinate with teams across the firm, and develop new opportunities while ensuring high-quality client service. This role offers growth in a premier wealth platform.

Qualifications

• Bachelor’s degree required.
• Related financial services experience of 3+ years.
• Interest in pursuing a career as a Private Wealth Advisor.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in the financial markets and good investment sense/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 3, 7 and 63 (must be obtained within three months of employment).
• Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy.

Responsibilities

• Work closely with PWAs to provide exceptional day-to-day coverage of existing client relationships.
• Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return.
• Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios.
• Act as the PWM team’s central point of contact for client relationship management in Salesforce.
• Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes.
• Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure.

Skills

Client relationship management

Financial analysis

Portfolio risk/return analysis

Salesforce CRM

Portfolio implementation

Portfolio rebalancing

Strategic planning

Multi-tasking

Communication skills

Project management

Entrepreneurial spirit

Team collaboration

Under pressure

SIE, Series 3, 7, 63

CFA/ CFP encouraged

Education

Bachelor’s degree

CPA/JD/MBA welcome

Tools

Salesforce

Job description

Goldman Sachs is seeking a Business Development Professional, Associate in San Francisco to support Private Wealth Management Advisors. You will help manage client relationships, perform analyses on portfolios, and assist with asset allocation decisions in a fast-paced environment.

You will work with PWAs to grow the client base, coordinate with teams across the firm, and develop new opportunities while ensuring high-quality client service. This role offers growth in a premier wealth platform.