Asset & Wealth Management, Private Wealth Management, Business Development Profe
Goldman Sachs Group, Inc., Seattle, WA, United States
Business Development Professional – Private Wealth Management
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra‑high‑net‑worth individuals, families, and select institutions. Business Development Professionals (BDPs) work alongside Private Wealth Advisors (PWAs) to support existing client relationships and generate new business. High‑performing BDPs are expected to transition into the PWA role and build their own book of business.
Responsibilities
Work closely with PWAs to support existing client relationships and drive new business generation.
Conduct client‑facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk/return.
Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios.
Act as the growth engine for the PWM team across both wallet share and new business.
Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment‑specific materials, strategic research publications, and client events.
Serve as the PWM team’s central point of contact for client relationship management in Salesforce.
Participate in the PWM team’s prospective client meetings and coordinate follow‑up, as needed.
Manage internal new business strategy meetings, developing agendas and driving associated action items.
Qualifications
Bachelor’s degree.
Related financial services experience of 3+ years.
Interest in pursuing a career as a Private Wealth Advisor.
Ability to work in a fast‑paced environment and think clearly under pressure.
Strong interest in the financial markets and good investment sense/commercial instinct.
Ability to multi‑task and work with a variety of partners across the firm.
Entrepreneurial spirit coupled with a desire to work in a team‑oriented environment.
Excellent verbal and written communication skills.
Strong interpersonal skills and ability to build and foster a strong network of relationships.
Creative approach to problem solving.
Strong project management and organizational skills.
SIE, Series 3, 7 and 63 (must be obtained within three months of employment).
Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy.
Compensation, Benefits & Location
The expected base salary for this Seattle, Washington, United States‑based position is $75,000–$160,000. In addition, employees may be eligible for a discretionary bonus if they are active in the fiscal year‑end. The role offers a competitive benefits package, including health, dental, vision, retirement plans, wellness programs, and more. Summary of these offerings can be found here.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.
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Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra‑high‑net‑worth individuals, families, and select institutions. Business Development Professionals (BDPs) work alongside Private Wealth Advisors (PWAs) to support existing client relationships and generate new business. High‑performing BDPs are expected to transition into the PWA role and build their own book of business.
Responsibilities
Work closely with PWAs to support existing client relationships and drive new business generation.
Conduct client‑facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk/return.
Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios.
Act as the growth engine for the PWM team across both wallet share and new business.
Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment‑specific materials, strategic research publications, and client events.
Serve as the PWM team’s central point of contact for client relationship management in Salesforce.
Participate in the PWM team’s prospective client meetings and coordinate follow‑up, as needed.
Manage internal new business strategy meetings, developing agendas and driving associated action items.
Qualifications
Bachelor’s degree.
Related financial services experience of 3+ years.
Interest in pursuing a career as a Private Wealth Advisor.
Ability to work in a fast‑paced environment and think clearly under pressure.
Strong interest in the financial markets and good investment sense/commercial instinct.
Ability to multi‑task and work with a variety of partners across the firm.
Entrepreneurial spirit coupled with a desire to work in a team‑oriented environment.
Excellent verbal and written communication skills.
Strong interpersonal skills and ability to build and foster a strong network of relationships.
Creative approach to problem solving.
Strong project management and organizational skills.
SIE, Series 3, 7 and 63 (must be obtained within three months of employment).
Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy.
Compensation, Benefits & Location
The expected base salary for this Seattle, Washington, United States‑based position is $75,000–$160,000. In addition, employees may be eligible for a discretionary bonus if they are active in the fiscal year‑end. The role offers a competitive benefits package, including health, dental, vision, retirement plans, wellness programs, and more. Summary of these offerings can be found here.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.
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