CWM Ayco - Private Wealth Advisor, Analyst, - Albany, NY

Location(s) US-NY-Albany
Job ID
2021-80752
Schedule Type
Full Time
Level
Analyst
Function(s)
General, Investment Management
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Ayco Pwm Investment Profession
Employment Type
Employee

MORE ABOUT THIS JOB

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

 

AYCO

Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

RESPONSIBILITIES AND QUALIFICATIONS

Private Wealth Management (PWM) develops and manages relationships with high-net-worth individuals, their families, family offices and select foundations and endowments. Our Private Wealth Advisors (PWAs), Investment Professionals & Financial Analysts coordinate the resources of the division and the firm to:

Advise Our Clients -  We understand our clients’ objectives and develop integrated wealth management strategies to match their goals and risk tolerance levels.

Manage Asset -  Implementation of a variety of portfolio structures, services and products and deliver world-class client service, advice and performance.

Facilitate Access - We utilize the broader network and resources of Goldman Sachs to best serve our clients.

 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Substantial completion of one of the following: MBA, CFA, or CFP

Entrepreneurial spirit coupled with a desire to work in a team-oriented environment

Excellent interpersonal skills and ability to build and foster a strong network of relationships

Creative approach to problem solving and developing innovative solutions for clients

Self-motivated and able to work in an autonomous, yet collaborative environment

Demonstrated interest in financial, economic and global capital markets

Strong client focus, business development and relationship management skills

Strong analytical and communication (oral and written) skills

Commitment to excellence and a high level of integrity

Prior sales, fundraising, business development or investing experience a plus, but not required

Successful completion of Series 7, 63 and 3 exams required.

ABOUT GOLDMAN SACHS

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html



© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity