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.
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AYCO Financial Counseling (AYCO)
Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce- leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. The primary function of this position is to provide comprehensive support to Private Wealth Advisors and PWA client accounts, including issue-spotting and generating investment and ideas to assist the PWA. An Analyst may also be responsible for oversight of daily workflow and other supervisory related tasks.
HOW YOU WILL FULFILL YOUR POTENTIAL
RESPONSIBILITIES
- Work closely with Private Wealth Advisors to support their PWM clients
- Leverage your operational background and experience to contribute to a growing business
- Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
- Manage cash balances and private banking services in accounts
- Respond to questions from clients, Ayco account managers and their teams relating to PWA client accounts
- Resolve time sensitive client service related issues, including complex situations
- Facilitate and execute transactions in accordance with client and PWA instructions and consistent with internal policies and procedure
- Oversee the establishment of client files in accordance with required guidelines
- Provide overview of client reporting and web capabilities to potential new clients
- Plan and manage new account on boarding process
- May lead a group of Analysts and provide oversight for workflow, tasks and act as a resource for escalated issues
- Perform any and all additional duties as assigned by the Managing Director and/or Ayco PWM Management team
SKILLS & EXPERIENCE WE'RE LOOKING FOR
QUALIFICATIONS
- Bachelor's degree required
- Series 7 & 63 required, or must be obtained within 4 months of hire
- Interest in Financial Services Industry
- Self-motivated and able to work in an autonomous, yet collaborative environment.
- Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment.
- Strong interest in client service
- Demonstrated excellent verbal and written communication skills
- Demonstrated ability to multi-task in a fast-paced environment
- Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)
Salary Range
The expected base salary for this Albany, New York, United States-based position is $55000-$75000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
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., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity