The Goldman Sachs Group, Inc

Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston

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

Qualifications

  • Bachelor's Degree Required
  • 2-4 years preferred experience in client service and/or financial industry
  • Ability to thrive in a fast-paced environment
  • Strong interest in client service
  • Self-motivated with a collaborative mindset
  • Excellent verbal and written communication skills
  • SIE, Series 7 and 63 required (to be obtained within three months)

Responsibilities

  • Leverage interpersonal skills to contribute to business growth
  • Act as key relationship manager for ultra-high net worth clients
  • Collaborate with Private Wealth Advisors to service clients
  • Oversee asset movements and portfolio implementations
  • Introduce clients to the firm's offerings and services
  • Identify opportunities for wealth advisory services
  • Understand client suitability and risk tolerance
  • Help prevent fraudulent activities through client knowledge
  • Ensure exceptional client experience with middle and back-office teams
  • Process and reconcile trading and investment transactions
  • Lead divisional efficiency improvement efforts
  • Participate in local training and recruiting
  • Serve as a coach/mentor for less experienced teammates

Benefits

  • Collaborative work environment
  • Opportunities for professional development and mentoring
  • Exposure to a wide range of financial services and client interactions
  • Focus on client-related initiatives and relationship building
  • Chance to work with ultra-high net worth clients and contribute to business strategy
Full Job Description
Job Description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Leverage your interpersonal skills to contribute to a growing business


  • Act as key relationship manager for ultra-high net worth clients


  • Work closely with Private Wealth Advisors and teammates to service our clients


  • Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts


  • Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services


  • Identify opportunities for wealth advisory services for clients


  • Understand client suitability and risk tolerance


  • Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors

  • Work with our middle and back-office colleagues to ensure an exceptional client experience


  • Execute, process and reconcile trading and other investment related transactions


  • Lead or participate in divisional efforts to improve efficiencies within PWM business


  • Participate in local training and recruiting


  • Serve as a coach/mentor for less tenured teammates


SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Bachelor's Degree Required


  • 2-4 years of preferred experience in client service and/or the financial industry


  • Ability to work in a fast-paced environment and think clearly under pressure


  • Strong interest in client service

  • 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


  • Interest in Financial Services Industry


  • 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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