Asset & Wealth Management - New York - Associate, Non-Self-Sustaining Advisor - 2849323
About The Position
Associate, Non-Self-Sustaining Advisor with Goldman Sachs & Co. LLC in New York, New York. This role involves creating comprehensive wealth management plans for high-net-worth individuals, families, and select institutions like foundations and endowments. The advisor will work directly with clients to provide customized strategies utilizing the firm’s investment experience, diverse wealth management capabilities, and global reach. Key aspects include delivering the firm’s full investment platform, covering tax and estate planning, philanthropic planning, and private banking and lending services. The position requires leveraging prior experience to build a Private Wealth Management business, sourcing and developing new business opportunities, and supporting existing client relationships. A strong investment acumen and knowledge of the firm’s platform and asset allocation strategies are essential.
Requirements
- Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business, Accounting, or related field
- Two (2) years of experience in the job offered or in a related role
- Two (2) years of experience with investments, asset allocation, portfolio construction, and implementation
- Two (2) years of experience with knowledge of factors influencing portfolio performance and ability to analyze and articulate comprehensive investment results to both colleagues and clients
- Two (2) years of experience with sourcing new client relationships as part of a broader business development and relationship management skillset
- Two (2) years of experience with working with Know Your Client (KYC) requirements and risk management frameworks in line with regulatory guidance
- Domestic travel required up to 25% of the time to meet with current and prospective clients at their respective locations or where firm-sponsored events take place
Responsibilities
- Create comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments
- Work one-on-one with clients to advise and deliver customized strategies drawn from the firm’s deep investment experience, diverse wealth management capabilities, and global reach
- Deliver the firm’s investment platform, spanning all product and service offerings, including tax and estate planning, philanthropic planning, and private banking and lending services
- Leverage prior background and experiences to build a Private Wealth Management business
- Work to source and develop new business opportunities as well as support existing client relationships
- Display a strong investment acumen and knowledge of the firm’s platform and asset allocation strategies
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
