Asset & Wealth Management, Partner Family Office Investing, WMP Analyst - Dallas, TX

WMP Associate Role For Partner Family Office

Wealth Management Professionals in the Partners Family Office work directly with firms partners, senior executives, and related stakeholders to provide exceptional client service, operational support, and risk management. They serve as a primary point of direct contact for clients, and are responsible for the operational management and oversight of the client experience.

How You Will Fulfill Your Potential

• Act as key relationship manager
• Work closely with Private Wealth Advisors and teammates to service our clients
• Oversee asset movements, portfolio implementations, and leverage your understanding of organizational documents, estate planning, and tax concepts
• Introduce new and existing clients to the firms offerings including but not limited to client reporting, digital capabilities, and banking services
• Identify opportunities for wealth advisory services for clients
• Understand client suitability and risk tolerance
• Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
• Work with our middle and back office colleagues to ensure an exceptional client experience
• Execute, process, and reconcile trading and other investment related transactions

Skills & Experience Were Looking For

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. Were 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.

Were 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