Asset & Wealth Management, Private Wealth Management, Business Development Profe
Goldman Sachs Group, Inc., Chicago, IL, United States
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, Chicago
Job Description
Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors.
Responsibilities
Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients
Analyze investment portfolios for risk and return characteristics
Execute portfolio rebalancing and trades
Research internal and external investment vehicles for client asset allocation
Provide client service and team support
Source new prospective clients through cold outreach
Serve as team’s client relationship management system expert
Participate in some of the team’s prospective client meetings and follow up, as appropriate
Manage new business team meetings and associated action items
Relay GS Research and ISE market views to Private Wealth Advisors, clients and prospective clients
Liaise with various product groups within Investment Management to respond to client needs
Qualifications
Related financial services experience of 3-5 years
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
Series 3, 7, and 63 required at the time of employment or obtained within three months of employment; obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
Benefits
Competitive vacation policies based on employee level and office location
Financial wellness and retirement planning support
Medical advocacy and employee assistance program
On-site health centers and ergonomic programs in certain offices
Health and fitness benefits including on-site fitness centers
Child care centers, mother and baby rooms, and support for parents returning from leave
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
Job Info
Job Identification 122986
Job Category Associate
Posting Date 02/27/2026, 11:45 PM
#J-18808-Ljbffr
Job Description
Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors.
Responsibilities
Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients
Analyze investment portfolios for risk and return characteristics
Execute portfolio rebalancing and trades
Research internal and external investment vehicles for client asset allocation
Provide client service and team support
Source new prospective clients through cold outreach
Serve as team’s client relationship management system expert
Participate in some of the team’s prospective client meetings and follow up, as appropriate
Manage new business team meetings and associated action items
Relay GS Research and ISE market views to Private Wealth Advisors, clients and prospective clients
Liaise with various product groups within Investment Management to respond to client needs
Qualifications
Related financial services experience of 3-5 years
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
Series 3, 7, and 63 required at the time of employment or obtained within three months of employment; obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
Benefits
Competitive vacation policies based on employee level and office location
Financial wellness and retirement planning support
Medical advocacy and employee assistance program
On-site health centers and ergonomic programs in certain offices
Health and fitness benefits including on-site fitness centers
Child care centers, mother and baby rooms, and support for parents returning from leave
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
Job Info
Job Identification 122986
Job Category Associate
Posting Date 02/27/2026, 11:45 PM
#J-18808-Ljbffr