The Goldman Sachs Group, Inc

Asset & Wealth Management, Alternative Capital Markets, Wealth Management Professional, Associate - Dallas

The Goldman Sachs Group, Inc$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree Required
  • Minimum of 2 years of experience in finance or operations
  • Ability to thrive in a fast-paced environment under pressure
  • Excellent verbal and written communication skills
  • Strong organizational skills and detail-oriented
  • Proficient in Windows technology (Outlook, Excel, Word)
  • SIE, Series 7 and 63 required (to be obtained within three months of employment)

Responsibilities

  • Liaise with PWM teams and partner with Client Onboarding, Compliance, and Legal to support client management
  • Facilitate client onboarding, including guiding Master Subscription document completion
  • Assist in booking trades across multiple alternative asset classes
  • Process and reconcile subscription activity, addressing discrepancies promptly
  • Manage ongoing transaction processing and ad hoc trade-related requests
  • Act as a liaison with internal departments to resolve issues and improve processes
  • Identify opportunities for process streamlining and task automation

Benefits

  • Collaborative work environment with diverse internal teams
  • Opportunities for involvement in strategic business building initiatives
  • Engagement in projects aimed at process improvement and efficiency
  • Support for professional development and acquiring necessary licensing certifications
Full Job Description
Job Description

YOUR IMPACT

A Wealth Management Professional (WMP) will work to provide operational support to various business lines. A WMP will provide support to sales across all aspects of the trade execution life cycle, including new account onboarding, account documentation (OTCs, listed options, etc.), pre-trade suitability & setup checks, and post-trade monitoring. The role will involve working with other internal teams including operations, compliance, middle office, legal and wealth management teams. Additionally, a WMP may provide support for situations involving restricted & control stock. This may include providing Filings support for wealth management teams, relaying execution details to external Issuers for required filings, and working with internal operations and external stakeholders for share clean-up and delivery.

HOW YOU WILL FULFILL YOUR POTENTIAL

A Wealth Management Professional (WMP) on the APS team will be expected to:
  • Liaise with PWM teams and partner with Client Onboarding Team, Compliance, Legal and Operations to support all aspects of APS client account onboarding and management
  • Facilitate initial onboarding of client relationships, including providing guidance throughout the Account Opening and initial Master Subscription document completion process as well as liaising with Fried Frank to obtain account approvals
  • Assist with the accurate and timely booking of trades across multiple alternatives asset classes (e.g., private equity, private credit, private real assets)
  • Process and reconcile subscription activity. Resolve any discrepancies or exceptions in a timely manner
  • Manage the ongoing processing of all transactions and ad hoc requests related to trade support
  • Serve as a liaison with various internal departments, including Operations, Engineering, Strats, Controllers, Risk, and Compliance, to facilitate issue resolution and process improvement
  • Participate in group projects to improve quality and efficiency within the team
  • Identify opportunities to streamline processes and automate tasks
  • Manage subsequent account maintenance, including initiating the annual re-attestation process for accounts
  • Serve as a key liaison for PWM teams to support ongoing account monitoring, for purposes including but not limited to performance reporting, portfolio planning, investment veto tracking

A WMP may also be involved in broader APS responsibilities, including:
  • APS marketing and portfolio review conversations with teams and clients
  • Portfolio management and investment selection review and memo preparation
  • Liaising with Engineering and Strats to enable continual improvement in APS infrastructure (e.g., Portfolio Management Dashboard)
  • Strategic business building and platform expansion initiatives

SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Bachelor's Degree Required
  • Minimum of 2 years of experience
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Excellent communication skills
  • Strong organizational skills
  • Team player
  • Detail-oriented
  • Knowledge of Windows technology (Outlook, Excel and Word)

SIE, Series 7 and 63 required (must be obtained within three months of employment

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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