Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/ Sr. Analyst - Miami

JOB SUMMARY & RESPONSIBILITIES

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.

OUR IMPACT

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 a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client’s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Execute, process and reconcile trading and other investment related transactions
• Identify opportunities for and coordinate wealth advisory services within client base
• Plan and manage new account on boarding process
• Manage advisory business implementation and rebalancing
• Serve as a key liaison to other areas supporting the PWM Business
• Manage cash balances and private banking services in accounts
• Leverage your operational background and experience to contribute to a growing business
• Provide overview of client reporting and web capabilities to potential new clients
• Work closely with Private Wealth Advisors to support their PWM clients

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Bachelor’s Degree Required
• Interest in Financial Services Industry
• Strong interest in client service
• SIE, Series 7 and 63 required (must be obtained within three months of employment)
• Commitment to excellence and a high level of integrity
• Ability to work in a fast-paced environment and think clearly under pressure
• Self-motivated and able to work in an autonomous, yet collaborative environment