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Asset & Wealth Management, Private Wealth Management, Wealth Management Analyst - Boston

GraduateNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

Join Goldman Sachs as a Wealth Management Analyst in the Private Wealth Management division in Boston. This is targeted at May 2026 graduates and requires a Bachelor's, with responsibilities including supporting Wealth Management Professionals, onboarding new client relationships, and facilitating investment objectives while managing liquidity and risk. The role provides exposure to comprehensive wealth management services and opportunities for growth within a fast-paced, client-focused environment. SIE, Series 7 and 63 are required (must be obtained within six months of employment).

Compensation
$60,000 – $100,000 USD

Currency: $ (USD)

City
Boston
Country
United States

Full Job Description

Asset & Wealth Management, Private Wealth Management, Wealth Management Analyst - BostonBoston, Massachusetts, United States
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Boston
JOB FUNCTIONSales Support
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 60,000 - 115,000

YOUR IMPACT

Ready to launch your career where innovation meets impact? As a Wealth Management Analyst (WMA), you will dive into the core of our business, directly influencing client success and operational excellence. We are searching for bright, market-curious graduates who thrive on collaboration, possess a knack for creative problem-solving, and are eager to make a tangible difference. If you're a self-starter with a passion for client service, exceptional communication, and a drive to excel in a fast-paced, dynamic environment, this role offers unparalleled opportunities for growth and professional development. WE ARE ONLY CONSIDERING MAY 2026 GRADS FOR THIS OPPORTUNITY. 

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 Analysts are a pivotal force, directly empowering our Wealth Management Professionals and ensuring unparalleled client success. It’s a hands-on opportunity to master the intricacies of Wealth Management, from strategically onboarding new client relationships and meticulously ensuring investment objectives are met, to proactively managing fraud risk, executing critical trades, and optimizing liquidity. This role offers a unique platform to fulfill your potential and shape the future of Wealth Management.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Leverage operational and financial background and experience to contribute to a growing business
  • Work closely with Wealth Management Professional to support their PWM clients
  • Facilitate advisory business implementation and rebalancing
  • Execute cash balances and private banking services in accounts
  • Liaise with other areas supporting the PWM Business

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s Degree Required, you must be a May 2026 grad to be considered for this opportunity 
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in client service
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence and a high level of integrity
  • Interest in Financial Services Industry
  • SIE, Series 7 and 63 required (must be obtained within six 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., 2024. 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.

Salary Range
The expected base salary for this New York, New York, United States-based position is $60000-$100000. 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, Private Wealth Management, Wealth Management Analyst - Boston

Compensation

$60,000 – $100,000 USD

City: Boston

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at Goldman Sachs

GraduateNo visa sponsorship

Join Goldman Sachs as a Wealth Management Analyst in the Private Wealth Management division in Boston. This is targeted at May 2026 graduates and requires a Bachelor's, with responsibilities including supporting Wealth Management Professionals, onboarding new client relationships, and facilitating investment objectives while managing liquidity and risk. The role provides exposure to comprehensive wealth management services and opportunities for growth within a fast-paced, client-focused environment. SIE, Series 7 and 63 are required (must be obtained within six months of employment).

Full Job Description

Asset & Wealth Management, Private Wealth Management, Wealth Management Analyst - BostonBoston, Massachusetts, United States
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Boston
JOB FUNCTIONSales Support
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 60,000 - 115,000

YOUR IMPACT

Ready to launch your career where innovation meets impact? As a Wealth Management Analyst (WMA), you will dive into the core of our business, directly influencing client success and operational excellence. We are searching for bright, market-curious graduates who thrive on collaboration, possess a knack for creative problem-solving, and are eager to make a tangible difference. If you're a self-starter with a passion for client service, exceptional communication, and a drive to excel in a fast-paced, dynamic environment, this role offers unparalleled opportunities for growth and professional development. WE ARE ONLY CONSIDERING MAY 2026 GRADS FOR THIS OPPORTUNITY. 

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 Analysts are a pivotal force, directly empowering our Wealth Management Professionals and ensuring unparalleled client success. It’s a hands-on opportunity to master the intricacies of Wealth Management, from strategically onboarding new client relationships and meticulously ensuring investment objectives are met, to proactively managing fraud risk, executing critical trades, and optimizing liquidity. This role offers a unique platform to fulfill your potential and shape the future of Wealth Management.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Leverage operational and financial background and experience to contribute to a growing business
  • Work closely with Wealth Management Professional to support their PWM clients
  • Facilitate advisory business implementation and rebalancing
  • Execute cash balances and private banking services in accounts
  • Liaise with other areas supporting the PWM Business

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s Degree Required, you must be a May 2026 grad to be considered for this opportunity 
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in client service
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence and a high level of integrity
  • Interest in Financial Services Industry
  • SIE, Series 7 and 63 required (must be obtained within six 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., 2024. 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.

Salary Range
The expected base salary for this New York, New York, United States-based position is $60000-$100000. 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