Asset & Wealth Management, Private Wealth Management, GS Family Office, Family Solutions, Assoc[...]

Asset & Wealth Management, Private Wealth Management, GS Family Office, Family Solutions, Associate - San Francisco San Francisco, California, United States

Goldman Sachs Family Office (GSFO) is in search of an Associate to work closely with PWAs in delivering Family Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services.

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.

Goldman Sachs Family Office (GSFO)

works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.

HOW YOU WILL FULFILL YOUR POTENTIAL

Client Relationship Management

• Serve as the primary point of contact for a designated book of west coast clients, ensuring their needs for non-investment services are met with professionalism and promptness from onboarding to ongoing support. Services will span reporting, planning and household and administrative needs.
• Identify and assess client needs and opportunities for introducing and embedding new non-investment family office services or solutions.
• Develop and maintain strong, trusted relationships with clients by proactively managing communication regarding delivery of services, special projects and ensuring clients are receiving maximum value for engaged services.
• Address and resolve client inquiries and concerns in a timely and effective manner, coordinating with internal teams and external third parties as needed.

Service Delivery & Coordination

QUALIFICATIONS

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.

Weâre 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

Goldman Sachs is an equal employment / affirmative action employer Female / Minority / Disability / Veteran / Sexual Orientation / Gender Identity

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