The Goldman Sachs Group, Inc

Asset & Wealth Management, Private Wealth Management, GS Family Office, Family Solutions, Associate - San Francisco

The Goldman Sachs Group, Inc • $80K — $160K *
San Francisco, CA 94112In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree Required
  • 3-5 years in a client-facing role (Wealth Management or Family Office preferred)
  • Ability to collaborate effectively with all employee levels
  • Understanding of financial reporting within wealth management
  • Excellent writing and communication skills
  • Strong analytical and attention to detail skills
  • Ability to work under pressure and meet deadlines
  • Securities Industry Essentials (SIE), Series 7 & Series 63 exams required within 3 months of employment

Responsibilities

  • Serve as primary contact for west coast clients managing non-investment services
  • Identify client needs for new family office services
  • Maintain strong, trusted client relationships and communication
  • Resolve client inquiries promptly by coordinating with teams
  • Manage client lifecycle alongside PWM teams from marketing to service delivery
  • Become subject matter expert in family office service offerings
  • Facilitate workflow among teams, clients, and external advisors
  • Act as Family Office ambassador initiating discussions with potential clients

Benefits

  • Comprehensive benefits and wellness offerings
  • Training and development opportunities
  • Access to firmwide networks
  • Support for diversity and inclusion initiatives
  • Reasonable accommodations during the recruitment process
Full Job Description
Job Description

YOUR IMPACT

Goldman Sachs Family Office (GSFO) is in search of an Associate to work closely with PWAs in delivering Family Office Solutions 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.

HOW YOU WILL FULFILL YOUR POTENTIAL

Client Relationship Management
  • Serve as the primary point of contact for a designated book of west coast clients, ensuring their needs for non-investment services are met with professionalism and promptness from onboarding to ongoing support. Services will span reporting, planning and household and administrative needs.
  • Identify and assess client needs and opportunities for introducing and embedding new non-investment family office services or solutions.
  • Develop and maintain strong, trusted relationships with clients by proactively managing communication regarding delivery of services, special projects and ensuring clients are receiving maximum value for engaged services.
  • Address and resolve client inquiries and concerns in a timely and effective manner, coordinating with internal teams and external third parties as needed.

Service Delivery & Coordination
  • Partner with PWM teams to manage the client lifecycle throughout their relationship, from preliminary marketing, needs evaluation, service onboardings, and ongoing delivery of services
  • Become a subject matter expert for related service offerings. Services will span multiple disciplines, including consolidated reporting, alternatives administration, estate flow mapping, cyber and physical security, domestic staff recruitment, travel, medical advisory, and more.
  • Collaborate with external advisors and support staff where applicable, (e.g., accountants, attorneys, personal assistants, property managers) to ensure seamless and integrated client experience.
  • Facilitate interaction and workflow among PWA teams, wealth strategists, broader family office solutions colleagues, clients, and third-party tax and legal advisors, to ensure timely deliverables.
  • Foster a client centric environment and ensuring the highest quality of service delivery.
  • Collaborate, problem-solve, and/or strategize with PWA teams on how best to deliver a solution.

Family Office Ambassador for West Coast PWM
  • Act as the ambassador for Family Office, initiate and lead initial discussions with potential clients to understand their needs and introduce the full spectrum of family office services, from a la carte solutions, philanthropy and family governance, to a holistic Private Family Office offering
  • Stay abreast of the west coast competitive landscape, and evolving needs of ultra-high-net-worth families to identify new service opportunities and market gaps unique to the West Coast
  • Ensuring quality assurance, deadlines and key performance indicators are met and timely
  • Work with internal colleagues across Product, Engineering, Compliance, Legal, and third-party vendors to continuously evolve the product offering
  • Foster a positive, collaborative and productive team culture

QUALIFICATIONS
  • Bachelor's Degree Required
  • 3-5 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.
  • Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality.
  • Commitment to excellence and a high level of integrity.
  • Self-motivated, and able to balance quality work while meeting short deadlines.
  • Deep interest in the financial markets and good investment sense/commercial instinct
  • Resourceful, self-starter, attentive to detail with great organizational skills
  • Ability to work in a fast-paced environment and think clearly under pressure.
  • Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)

Salary Range
The expected base salary for this San Francisco, California, United States-based position is $80000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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

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