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Job Details

Goldman Sachs logo
Bulge Bracket Investment Banks

Asset & Wealth Management, Private Wealth Management, Apex, Associate - Dallas

at Goldman Sachs

ExperiencedNo visa sponsorship

Posted 16 days ago

No clicks

Client-facing Associate role within Goldman Sachs Private Wealth Management’s Apex team focused on sourcing and championing differentiated private markets investments for family offices and high-net-worth clients. The role requires cultivating relationships across the firm (including Private Wealth Advisors) to deliver bespoke private equity, venture, structured credit and real estate opportunities, and to lead due diligence and internal review processes. Responsibilities also include business development, preparing strategic updates for senior leadership, and communicating opportunities to sales teams and clients.

Compensation
Not specified

Currency: Not specified

City
Dallas
Country
United States

Full Job Description

Asset & Wealth Management, Private Wealth Management, Apex, Associate - DallasDallas, Texas, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management

YOUR IMPACT

We are looking for a hard-working, organized and client-friendly individual with strong communication skills who will be able to utilize expertise in private markets to drive conversations and cultivate relationships with the firm’s largest family offices, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. The individual will help to source and champion differentiated investment opportunities across asset classes and deal structures, with an emphasis on private and growth equity, venture capital, structured credit and real estate. 

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.

Apex Team 

Apex is the dedicated family office business that partners with Private Wealth Advisors to deliver specialized coverage of the Firm’s premier and sophisticated family office clients across the globe. The team leverages an extensive cross-divisional network to deliver unique investment opportunities, the best intellectual capital, private market expertise and differentiated deal flow sourced from across GS and a deep network of partners. Given Goldman Sach’s premier Global Investment Banking franchise and leading alternatives platform, the team sits at the heart of significant efforts aimed at bringing some of the most differentiated solutions to this growing and sophisticated investor base.  

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Develop connectivity within the Firm to source and deliver differentiated and bespoke private equity, fixed income and alternative investment products to clients
  • Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions
  • Champion select investments through due diligence committee and review processes internally
  • Develop a comprehensive understanding of clients' interests and preferences in order to effectively ensure customized execution 
  • Communicate investment opportunities with sales teams and directly to Apex clients
  • Prepare business reviews and strategic updates for senior leadership 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s Degree Required
  • Demonstrated orientation toward and interest in understanding financial markets with at least 2 years of relevant industry experience; preferably related to investment banking, private or growth equity or wealth and asset management 
  • Highly organized and detail-oriented with ability to work in a fast-paced environment 
  • Excellent interpersonal skills and desire to work in a team-oriented environment
  • Demonstrated history of commercial prowess and success
  • Ability to excel in a strategic and entrepreneurial business 
  • SIE, Series 7 and 63 preferred (within 3 months)
  • Strong proficiency in Excel, Power Point and CRM

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., 2025. 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.

We Offer Best-In-Class Benefits
Goldman Sachs Benefits
Healthcare & Medical Insurance
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
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
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
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
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
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
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.

Job Details

Goldman Sachs logo
Bulge Bracket Investment Banks

16 days ago

clicks

Asset & Wealth Management, Private Wealth Management, Apex, Associate - Dallas

at Goldman Sachs

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Dallas

Country: United States

Client-facing Associate role within Goldman Sachs Private Wealth Management’s Apex team focused on sourcing and championing differentiated private markets investments for family offices and high-net-worth clients. The role requires cultivating relationships across the firm (including Private Wealth Advisors) to deliver bespoke private equity, venture, structured credit and real estate opportunities, and to lead due diligence and internal review processes. Responsibilities also include business development, preparing strategic updates for senior leadership, and communicating opportunities to sales teams and clients.

Full Job Description

Asset & Wealth Management, Private Wealth Management, Apex, Associate - DallasDallas, Texas, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management

YOUR IMPACT

We are looking for a hard-working, organized and client-friendly individual with strong communication skills who will be able to utilize expertise in private markets to drive conversations and cultivate relationships with the firm’s largest family offices, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. The individual will help to source and champion differentiated investment opportunities across asset classes and deal structures, with an emphasis on private and growth equity, venture capital, structured credit and real estate. 

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.

Apex Team 

Apex is the dedicated family office business that partners with Private Wealth Advisors to deliver specialized coverage of the Firm’s premier and sophisticated family office clients across the globe. The team leverages an extensive cross-divisional network to deliver unique investment opportunities, the best intellectual capital, private market expertise and differentiated deal flow sourced from across GS and a deep network of partners. Given Goldman Sach’s premier Global Investment Banking franchise and leading alternatives platform, the team sits at the heart of significant efforts aimed at bringing some of the most differentiated solutions to this growing and sophisticated investor base.  

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Develop connectivity within the Firm to source and deliver differentiated and bespoke private equity, fixed income and alternative investment products to clients
  • Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions
  • Champion select investments through due diligence committee and review processes internally
  • Develop a comprehensive understanding of clients' interests and preferences in order to effectively ensure customized execution 
  • Communicate investment opportunities with sales teams and directly to Apex clients
  • Prepare business reviews and strategic updates for senior leadership 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s Degree Required
  • Demonstrated orientation toward and interest in understanding financial markets with at least 2 years of relevant industry experience; preferably related to investment banking, private or growth equity or wealth and asset management 
  • Highly organized and detail-oriented with ability to work in a fast-paced environment 
  • Excellent interpersonal skills and desire to work in a team-oriented environment
  • Demonstrated history of commercial prowess and success
  • Ability to excel in a strategic and entrepreneurial business 
  • SIE, Series 7 and 63 preferred (within 3 months)
  • Strong proficiency in Excel, Power Point and CRM

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., 2025. 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.

We Offer Best-In-Class Benefits
Goldman Sachs Benefits
Healthcare & Medical Insurance
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
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
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
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
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
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
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.