YOUR IMPACT

Are you a quick-thinking self-starter with strong work ethic, desire to work within a growing business, and ability to think outside the box? Wealth Management Professionals support all aspects of our US Portfolio Management Group from an operational and account management standpoint. The team is seeking professionals with an understanding of capital markets who have the ability to thrive in a fast-paced environment where attention to detail, strong organizational / communication skills, and a focus on client service are essential to maintaining and enhancing the ongoing operations of the Portfolio Management Group. 

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Investment Strategy Group (ISG)

The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns.

The US Portfolio Management Group (PMG) is a dedicated and experienced team that is responsible for managing multi-asset class discretionary mandates primarily for institutional clients.  This team brings together the independent investment strategy of the Investment Strategy Group (ISG), a rigorous investment process and a broad range of implementation options, enabling them to construct risk-focused portfolios designed specially to each client’s unique considerations.

A Wealth Management Professional (WMP) in PMG provides relationship management and support to Private Wealth Management (PWM) teams by focusing on client service, serving as a key liaison to clients’ advisors, and assisting in managing the investment process.  The WMP will be a main point of contact for PWM teams with respect to the client onboarding process, as well as the ongoing operational experience for the client.  WMPs play an integral role on the team in assisting with managing cashflows, portfolio rebalancing, trade booking, and data management. 

HOW YOU WILL FULFILL YOUR POTENTIAL 

Serve as a client service contact to clients / clients’ advisors Plan and manage the new account onboarding process, including documentation and funding supported by account opening and approval teams Assist on projects related to new business development and team strategic planning Assist in managing portfolio implementation / rebalancing Assist in managing cashflows and cash balances Serve as key liaison to other areas supporting the PMG business including Legal, Compliance, and TechnologyExecute process and reconcile trading and other investment related transactions.Analyze and reconcile team’s businessLead or participate in efforts to improve efficiencies   

  SKILLS & EXPERIENCE WE’RE LOOKING FOR

Bachelor's degree required Work both autonomously and collaboratively to serve as primary support for operational needsManage all administrative aspects of client onboarding process for managed account strategiesHighly organizedAbility to work in a fast-paced environment and think clearly under pressureDemonstrated interest in financial, economic, and global capital marketsExcellent communication skills, both oral and writtenStrong interpersonal/leadership skills and a desire to work in a team-oriented environmentDetailed-orientedCreative thinker Proficiency in Windows TechnologySIE, Series 7 and Series 63 required (must obtain within 3 months)  

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

Salary Range
The expected base salary for this New York, New York, United States-based position is $85000-$1600000. 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.