The Goldman Sachs Group, Inc

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Lifestyle Services Analyst - New York

The Goldman Sachs Group, Inc • $80K — $120K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 1-3 years of relevant client-facing experience in family office or wealth management services preferred.
  • Proven ability to collaborate across all employee levels to exceed client expectations.
  • Familiarity with financial and performance reporting in the wealth management sector.
  • Excellent writing and communication skills suitable for a team environment.
  • Strong analytical, problem-solving capabilities, and attention to detail.
  • High accountability and self-motivated with a knack for working under pressure.
  • Bachelor's Degree required with specific licensing (SIE, Series 7, Series 63) needed shortly after hiring.

Responsibilities

  • Serve as the primary contact for Lifestyle Services with PWA teams and clients.
  • Identify opportunities to enhance service quality and drive best practices.
  • Become a subject matter expert on various Lifestyle Services offered.
  • Support special projects and business initiatives with senior leadership.
  • Manage client lifecycle and relationships with vendors along the service delivery chain.
  • Facilitate client engagement with service providers to meet timely deliverables.
  • Collaborate with PWA teams to devise appropriate solutions for client needs.

Benefits

  • Opportunity to work in a respected institution with a strong emphasis on client service excellence.
  • Engagement in innovative projects that enhance service offerings.
  • Work in a dynamic and fast-paced office environment with growth potential.
  • Exposure to high-net-worth clients and personalized wealth solutions.
  • Network with senior professionals and third-party partners in the financial services industry.
Full Job Description
Job Description

Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. GSFO is in search of an Analyst to work closely with PWAs in delivering Lifestyle Services to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services.

Client Success:
  • Serve as primary contact for Lifestyle Services across PWA teams, clients and third-party partners.
  • Identify opportunities, drive best practices, and ensure the highest quality of services.
  • Become a subject matter expert for multiple service offerings including cyber and physical security, domestic staff recruitment, travel, education consultants, medical advisory, etc.
  • Work closely with Family Office senior leadership to support special projects and business development initiatives to enhance the broader GS Family Office offering, including creating scalable solutions, evaluating new service offerings for expansion, and executing opportunities that advance the commercial impact of our business.
  • Partner with PWM teams to manage the client lifecycle throughout their relationship with the vendor, from preliminary marketing, needs evaluation, introductions, and ongoing relationship management.
  • Facilitate client introductions with respective PWA teams and third-party service providers, to ensure timely deliverables.
  • Build trusted advisor relationships with clients and key stakeholders to drive engagement, loyalty and retention.
  • Collaborate, problem-solve, and/or strategize with PWA teams on how best to deliver a solution.
  • Track and resolve client requests and feedback.
  • Foster a client-centric team environment.

Business Development:
  • Help clients understand the benefits and considerations of each service and set proper expectation management. Support the team to identify, evaluate and develop best in class third-party partnerships and become the relationship owner with senior third-party contacts.
  • Develop, document, and continually enhance processes to maximize efficiency in constantly evolving environments and as the vendor relationship evolves.
  • Responsible for new service offering launches, rollout, and ongoing management of services. Act as the champion for the service offering, getting PWA teams and clients excited about upcoming product launches and updates.
  • Define success criteria and core metrics across each vendor partner, including leading indicators which will be used to evaluate overall business performance.
  • Stay up to date on all internal and external technology partners while keeping an open mind on leveraging technology and services to build efficiencies for both the firm and our clients.

QUALIFICATIONS
  • 1-3 years of relevant industry experience in a client facing role (Family office, wealth management, or other experience working with high-net-worth families, is preferred).
  • Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
  • Understanding of financial and performance reporting within wealth management
  • Excellent writing and communication skills and a desire to work in a team-oriented environment.
  • Outstanding analytical and problem-solving skills.
  • Strong attention to detail; strong logical thinker.
  • Commitment to excellence and a high level of integrity.
  • High accountability, Self-motivated, and able to balance quality work while meeting short deadlines.
  • Deep interest in the financial markets and good investment sense/commercial instinct
  • Ability to work in a fast-paced environment and think clearly under pressure.
  • Bachelor's Degree required.
  • Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 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
Finance & Insurance
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ
GS
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at The Goldman Sachs Group, Inc

More Finance & Insurance Jobs

Find similar Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Lifestyle Services Analyst - New York jobs:

NationwideNew York, NY