IMD, PWM, Wealth Management Professional, Analyst, San Francisco

US-CA-San Francisco
Job ID
2017-39989
Schedule Type
Full Time
Level
Analyst
Function(s)
Investment Management, Private Wealth Management
Americas
Division
Investment Management Division
PWM Sales - San Francisco
Employment Type
Employee

MORE ABOUT THIS JOB

PWM

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

RESPONSIBILITIES AND QUALIFICATIONS

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box?  Our Wealth Management Professionals support all trading aspects of our business from an operational and account management standpoint.  We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

 

OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities.  PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

 

A Wealth Management Professional will provide support to the portfolio managers and sales teams in the implementation of new client accounts, trade execution, liquidity management and ongoing servicing of existing clients.

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Leverage your operational background and experience to contribute to a growing business
  • Work closely with Private Wealth Advisors to support their PWM clients
  • Identify wallet share growth opportunities in existing client base
  • Identify opportunities for and coordinate wealth advisory services within client base
  • Manage advisory business implementation and rebalancing
  • Manage cash balances and private banking services in accounts
  • Serve as a key liaison to other areas supporting the PWM Business
  • Plan and manage new account on boarding process
  • Provide overview of client reporting and web capabilities to potential new clients
  • Execute, process and reconcile trading and other investment related transactions
  • Analyze and reconcile the teams’ business
  • Lead or participate in the divisional efforts to improve efficiencies with the PWM Business
  • Participate in recruiting and training
  • Serve as a coach and mentor for more junior teammates

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach

 

QUALIFICATIONS

 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets
  • 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
  • Series 7 and 66 required (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.


© The Goldman Sachs Group, Inc., 2017. All rights reserved
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.