Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional  - Analyst

Goldman Sachs • Dallas, TX

21d

About The Position

This role is within the Asset & Wealth Management division, specifically in Private Wealth Management (PWM) within the Center of Excellence for NPWA Client Implementation. The Wealth Management Professional will provide exceptional operational support and risk management, serving as a resource for the team's operational tasks and client experience by facilitating the onboarding of client relationships. The role requires an interest in the markets, the ability to thrive in a fast-paced environment, and strong attention to detail, communication, and organizational skills. The Wealth Management Professional supports all aspects of the account opening business from an operational and relationship management perspective.

Requirements

• Knowledge and background in financial services.
• Interest in pursuing a career as a Wealth Management Professional.
• 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 7 and 63 required (must be obtained within three months of employment).

Responsibilities

• Provide exceptional operational support and risk management.
• Serve as a resource for the team’s operational tasks and client experience.
• Facilitate the onboarding of client relationships.
• Support new account onboarding processes.
• Leverage operational and financial background and experience to contribute to a growing business.
• Work closely with New PWAs to support their prospects and PWM clients.
• Liaise with other areas supporting the PWM Business.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed