Asset & Wealth Management, Private Wealth Management, Managed Strategies, Wealth Management Professional, Analyst - Dallas

YOUR IMPACT

A Wealth Management Professional (WMP) will work to provide operational support to various business lines. A WMP will provide support to sales across all aspects of the trade execution life cycle, including new account onboarding, account documentation (OTCs, listed options, etc.), pre-trade suitability & setup checks, and post-trade monitoring. The role will involve working with other internal teams including operations, compliance, middle office, legal and wealth management teams. Additionally, a WMP may provide support for situations involving restricted & control stock. This may include providing Filings support for wealth management teams, relaying execution details to external Issuers for required filings, and working with internal operations and external stakeholders for share clean-up and delivery.

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.

Managed Strategies

The Managed Strategies Team partners with clients to identify investment objectives and implement differentiated equity strategies to tailor portfolios to meet both strategic and tactical goals, while maintaining a key risk management focus. The team specializes on 3 key platforms - an option writing strategy, GOAS (Goldman Option Advisory Service), an actively managed structured note investment platform, Beta+, and thematic long-only equity model portfolio implementations via Thematic Marketplace. The team also creates customized options overlay solutions to meet client's risk/return goals and investment objectives.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Serve as primary contact to the team's clients for all account and trade servicing related issues.
• Serve as resource to multiple representatives in supporting client relationships for the team.
• Provide overview of client reporting and web capabilities to potential new clients.
• Process and reconcile daily trading
• Manage the ongoing processing of all transactions and ad hoc requests.
• Serve as key liaison to other areas supporting PWM clients including operations, performance and compliance, including cross divisional operational groups.
• Participate in group projects to improve quality and efficiency within the client services team
• Plan and manage the new account onboarding process, including documentation and funding supported by account opening and approval teams

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor's Degree Required
• Minimum of 1-2 years of experience
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent communication skills
• Strong organizational skills
• Team player
• Detail-oriented
• Knowledge of Windows technology (Outlook, Excel and Word)
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2021. All rights reserved.

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.