Asset & Wealth Management, Private Wealth Management, Business Development Profe
Goldman Sachs Bank AG, Seattle, WA, United States
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 ultra‑high net worth and high net worth individuals, family offices, foundations, endowments and corporations. Our consumer business delivers digital solutions to help customers spend, borrow, invest and save.
Private Wealth Management (PWM)
Private Wealth Management specializes in comprehensive wealth plans for ultra‑high net worth families and select institutions. PWM teams work one‑on‑one with clients to advise on customized strategies, including tax, estate, philanthropic and private banking services. As client needs evolve, the close relationship allows the team to deliver complementary services and new opportunities.
Business Development Professionals (BDPs)
BDPs work alongside Private Wealth Advisors across existing client relationships and new business generation. They gain investment expertise, build and monitor client portfolios, and source new client relationships. High performing BDPs are expected to transition into the PWA role and build their own book of business.
HOW YOU WILL FULFILL YOUR POTENTIAL
Work closely with PWAs to support existing client relationships and drive new business generation
Conduct client‑facing analyses for portfolios, covering strategic and tactical asset allocation as well as portfolio risk/return
Monitor macroeconomic trends and internal research, considering their impact on client portfolios
Act as the growth engine for the PWM team across wallet share and new business
Develop a system for sustained outreach to prospective clients, including marketing presentations, investment materials, research publications and client events
Serve as the PWM team’s central point of contact for client relationship management in Salesforce
Participate in prospective client meetings and coordinate follow‑up as needed
Manage internal new business strategy meetings, develop agendas and drive action items
SKILLS & EXPERIENCE WE ARE LOOKING FOR
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 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 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
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Benefits
The expected base salary for this Seattle, Washington, United States‑based position is $75,000–$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end.
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings. Our benefits include healthcare & medical insurance, dental, short‑term and long‑term disability, life, accidental death, labor‑accident & business‑travel accident insurance, vacation policies, financial wellness & retirement programs, medical advocacy services, employee assistance program, global medical, security and travel assistance, workplace ergonomics, on‑site fitness centers, child‑care support and family‑care resources.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
#J-18808-Ljbffr
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 ultra‑high net worth and high net worth individuals, family offices, foundations, endowments and corporations. Our consumer business delivers digital solutions to help customers spend, borrow, invest and save.
Private Wealth Management (PWM)
Private Wealth Management specializes in comprehensive wealth plans for ultra‑high net worth families and select institutions. PWM teams work one‑on‑one with clients to advise on customized strategies, including tax, estate, philanthropic and private banking services. As client needs evolve, the close relationship allows the team to deliver complementary services and new opportunities.
Business Development Professionals (BDPs)
BDPs work alongside Private Wealth Advisors across existing client relationships and new business generation. They gain investment expertise, build and monitor client portfolios, and source new client relationships. High performing BDPs are expected to transition into the PWA role and build their own book of business.
HOW YOU WILL FULFILL YOUR POTENTIAL
Work closely with PWAs to support existing client relationships and drive new business generation
Conduct client‑facing analyses for portfolios, covering strategic and tactical asset allocation as well as portfolio risk/return
Monitor macroeconomic trends and internal research, considering their impact on client portfolios
Act as the growth engine for the PWM team across wallet share and new business
Develop a system for sustained outreach to prospective clients, including marketing presentations, investment materials, research publications and client events
Serve as the PWM team’s central point of contact for client relationship management in Salesforce
Participate in prospective client meetings and coordinate follow‑up as needed
Manage internal new business strategy meetings, develop agendas and drive action items
SKILLS & EXPERIENCE WE ARE LOOKING FOR
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 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 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
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Benefits
The expected base salary for this Seattle, Washington, United States‑based position is $75,000–$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end.
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings. Our benefits include healthcare & medical insurance, dental, short‑term and long‑term disability, life, accidental death, labor‑accident & business‑travel accident insurance, vacation policies, financial wellness & retirement programs, medical advocacy services, employee assistance program, global medical, security and travel assistance, workplace ergonomics, on‑site fitness centers, child‑care support and family‑care resources.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
#J-18808-Ljbffr