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Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

**Job Title:** Asset & Wealth Management Partner Family Office Advisor, Vice President, New York - Key Responsibilities: - Build and maintain relationships with firm's partners, senior executives, and stakeholders - Develop and implement asset allocation strategies and holistic wealth advisory recommendations - Source and develop new business opportunities; support existing client relationships - Complete Series 7, 66, and 3 exams within three months of starting - Required Skills & Experience: - Bachelor's degree with record of academic and professional achievement - Demonstrated interest in financial markets and proven entrepreneurial spirit - Excellent interpersonal, communication, and analytical skills - Sales, fundraising, business development, or investing experience preferred but not required - Additional Details: - Salary Range: $115,000 - $270,000, plus discretionary bonus - Comprehensive benefits package

Compensation
$115,000 – $270,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Asset & Wealth Management, Partner Family Office Advisor, Vice President- New YorkNew York, NY, United States
Opportunity Overview
CORPORATE TITLEVice President
OFFICE LOCATION(S)New York
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management

YOUR IMPACT

Are you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for professionals with strong interpersonal skills who have the ability to thrive in an environment where innovative thinking, grit and determination are essential to building a successful business.  This role is in our Partner Family Office.  

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.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Attain the skills needed to build strong relationships with firms partners, senior executives, and related stakeholders
  • Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients
  • Work with a team to source and develop new business opportunities, as well as to support existing client relationships
  • The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team 

SKILLS & EXPERIENCE WERE LOOKING FOR

  • Record of academic and professional achievement
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Demonstrated interest in financial, economic and global capital markets
  • Strong client focus, business development and relationship management skills
  • Strong analytical and communication (oral and written) skills
  • Commitment to excellence and a high level of integrity
  • Prior sales, fundraising, business development or investing experience a plus, but not required
  • Successful completion of Series 7, 66 and 3 exams required within three months of starting at the firm

Salary Range 
The expected base salary for this New York, New York, United States-based position is $115,000-$270,000. 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.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York

Compensation

$115,000 – $270,000 USD

City: New York City

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Job Title:** Asset & Wealth Management Partner Family Office Advisor, Vice President, New York - Key Responsibilities: - Build and maintain relationships with firm's partners, senior executives, and stakeholders - Develop and implement asset allocation strategies and holistic wealth advisory recommendations - Source and develop new business opportunities; support existing client relationships - Complete Series 7, 66, and 3 exams within three months of starting - Required Skills & Experience: - Bachelor's degree with record of academic and professional achievement - Demonstrated interest in financial markets and proven entrepreneurial spirit - Excellent interpersonal, communication, and analytical skills - Sales, fundraising, business development, or investing experience preferred but not required - Additional Details: - Salary Range: $115,000 - $270,000, plus discretionary bonus - Comprehensive benefits package

Full Job Description

Asset & Wealth Management, Partner Family Office Advisor, Vice President- New YorkNew York, NY, United States
Opportunity Overview
CORPORATE TITLEVice President
OFFICE LOCATION(S)New York
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management

YOUR IMPACT

Are you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for professionals with strong interpersonal skills who have the ability to thrive in an environment where innovative thinking, grit and determination are essential to building a successful business.  This role is in our Partner Family Office.  

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.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Attain the skills needed to build strong relationships with firms partners, senior executives, and related stakeholders
  • Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients
  • Work with a team to source and develop new business opportunities, as well as to support existing client relationships
  • The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team 

SKILLS & EXPERIENCE WERE LOOKING FOR

  • Record of academic and professional achievement
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Demonstrated interest in financial, economic and global capital markets
  • Strong client focus, business development and relationship management skills
  • Strong analytical and communication (oral and written) skills
  • Commitment to excellence and a high level of integrity
  • Prior sales, fundraising, business development or investing experience a plus, but not required
  • Successful completion of Series 7, 66 and 3 exams required within three months of starting at the firm

Salary Range 
The expected base salary for this New York, New York, United States-based position is $115,000-$270,000. 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.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More