Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associ[...]
$75k - $160kGoldman Sachs Group, Inc.
Business Development Professional – Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra‑high‑net‑worth individuals, families, and select institutions. Business Development Professionals (BDPs) work alongside Private Wealth Advisors (PWAs) to support existing client relationships and generate new business. High‑performing BDPs are expected to transition into the PWA role and build their own book of business. Responsibilities Work closely with PWAs to support existing client relationships and drive new business generation. Conduct client‑facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk/return. Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios. Act as the growth engine for the PWM team across both wallet share and new business. Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment‑specific materials, strategic research publications, and client events. Serve as the PWM team’s central point of contact for client relationship management in Salesforce. Participate in the PWM team’s prospective client meetings and coordinate follow‑up, as needed. Manage internal new business strategy meetings, developing agendas and driving associated action items. Qualifications Bachelor’s degree. Related financial services experience of 3+ years. Interest in pursuing a career as a Private Wealth Advisor. Ability to work in a fast‑paced environment and think clearly under pressure. Strong interest in the financial markets and good investment sense/commercial instinct. Ability to multi‑task and work with a variety of partners across the firm. Entrepreneurial spirit coupled with a desire to work in a team‑oriented environment. Excellent verbal and written communication skills. Strong interpersonal skills and ability to build and foster a strong network of relationships. Creative approach to problem solving. Strong project management and organizational skills. SIE, Series 3, 7 and 63 (must be obtained within three months of employment). Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy. Compensation, Benefits & Location The expected base salary for this Seattle, Washington, United States‑based position is $75,000–$160,000. In addition, employees may be eligible for a discretionary bonus if they are active in the fiscal year‑end. The role offers a competitive benefits package, including health, dental, vision, retirement plans, wellness programs, and more. Summary of these offerings can be found here. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr Goldman Sachs Group, Inc.
$75k - $160k
Across Wealth Management, Goldman Sachs helps empower... ...‑management businesses provide... ...Job Description Private Wealth Management... ...beyond. Business Development Professionals (BDPs) will work... ...strategic and tactical asset allocation as... ...and driving associated action items...PrivateAssetFull timeTemporary workPart time- ...Associate Advisor Greater Seattle... ...delivering customized wealth management and... ...individuals, business owners, entrepreneurs... ...as a developmental advisory role... ...wealth management professional seeking... ...on markets, asset classes, and... ...management, private wealth, family...PrivateAssetFor contractorsWork at office
$75k - $125k
...with portfolio managers, and the ability... ...and enhancing our business. Across Wealth Management,... ...Goldman Sachs Private Wealth Management... ...holdings, analyzing asset allocations, researching... ...business development efforts by researching... ...to grow professionally and personally,...PrivateAssetFull timeTemporary workPart time$60k - $125k
...the pinnacle of global wealth management. Goldman Sachs is... ...ambitious Wealth Management Professionals who possess a deep... ...to a growing business Act as key relationship... ...clients Work closely with Private Wealth Advisors and... ...our clients Oversee asset movements, portfolio...PrivateAssetWork at office- ...the pinnacle of global wealth management. Goldman Sachs is... ...ambitious Wealth Management Professionals who possess a deep... ...wealth management businesses provide financial planning... ..., data and design. Private Wealth Management (... ...our clients Oversee asset movements, portfolio...PrivateAssetWork at office
$75k - $125k
...work closely with portfolio managers, and the ability to think... ...maintaining and enhancing our business. Private Wealth Management (PWM) Our... ...portfolio holdings, analyzing asset allocations, researching potential... ...clients Support business development efforts by researching...PrivateAssetFull timeTemporary workPart time$68k - $120k
Position Summary Wealth Management Analysts provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...Client Service Associate responsibilities at... ...and new platforms. Business Development Support Assisting the... ...year college degree or professional certification preferred...PrivateWork experience placementLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier... ...advisor & manager Industry Investment... ...Management Type Privately Held About the... ...planning professionals who are ambitious... ...assisting in new business development efforts. The role...Private
$70k - $95k
...Client Service & Operations Associate — Wealth Management Company: One Oak Wealth... ...an experienced operations professional to serve as the operational... ...Bachelor’s degree in business, finance, or a related field... ...management, brokerage, or private banking operations Exceptional...PrivateWork at office$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...PrivateAsset$116k - $216k
...BRIEF): Manages and... ...depth of the Wealth Segment suite... ...Portfolio Advisor Associates and/or... ...contributes to team development of... ...implements broad asset allocation strategies... ...to further business development... ...of the Key Private Bank... ...advanced degree or professional...PrivateAssetWork at officeFlexible hours$68k - $120k
...POSITION SUMMARY Wealth Management Analysts provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...Client Service Associate responsibilities at... ...new platforms Business Development Support: • Assisting... ...year college degree or professional certification...PrivateFull timeTemporary workWork experience placementLocal area$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...These individuals help businesses navigate complex... ...strengths and address development areas. Interpret... ...and reinforce professional and technical standards... ...efficiencies. As a Senior Associate you shall analyze...AssetFull timeH1b$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...These individuals help businesses navigate complex... ...strengths and address development areas. Interpret... ...and reinforce professional and technical standards... ...solutions. As a Senior Associate you will analyze...AssetFull timeH1b$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm... ...$8.5 billion in client assets and 26 locations across... ...planning team and external professionals using tax-efficiency...PrivateAssetTemporary workWork at officeFlexible hours$103.6k - $189.7k
...services marketplace and the only professional services firm with a separate business unit dedicated to the... ...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is... ...specialized facets of hedge fund, private equity fund and mutual fund taxation...PrivateAssetSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...marketplace and the only professional services firm with a separate business unit dedicated to the... ...and Capital Markets, Wealth and Asset Management and Insurance. Our... ...of hedge fund, private equity fund and mutual... ...research and/or position development Experience...PrivateAssetSummer holidayWork at officeLocal areaFlexible hours- ...you will learn about our businesses, develop important relationships... ...next level Build your professional network and interact with... ...About the division Wealth Management includes Private Wealth Management, Goldman... ...States Areas of the Firm Asset & Wealth Management Anaplan...PrivateAssetFull timeWork at office
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...practice office professionals who are knowledgeable... ...of hedge fund, private equity fund and mutual... ...and/or position development Experience interacting... ..., Finance, Business Administration, Tax...PrivateAssetSummer holidayWork at officeLocal areaFlexible hours$75k - $125k
...global investment firm in Seattle is seeking Financial Analysts to support Private Wealth Management. You will collaborate with Private Wealth Advisors, monitor client portfolios, and develop asset allocation proposals for high net worth clients. The ideal candidate has...PrivateAsset$60k - $125k
Goldman Sachs is hiring a Wealth Management Professional in Seattle, WA, focused on delivering exceptional client experiences. This role involves... ...for new clients, executing trades, and collaborating with Private Wealth Advisors. Candidates should have a Bachelor’s...Private$55k - $75k
...Associate, Tax The Atlanta office is looking for... ...Pathstone is a growing wealth management firm serving ultra-... ...00 billion in client assets under management, advisory... ...environment for our professionals. Team members are... ...trusts, individuals, and private foundations....PrivateAssetWork at officeFlexible hours- ...Client Service Associate/h2pGreater... ...is a growing wealth management firm serving... ...in investable assets. The ideal candidate... ...email in a professional, polished... ...in Finance, Business, or related field... ...management, private banking, or... ...opportunities for career development within client...PrivateAssetWork at office
- ...Vice President, Wealth Planner Wealth Planning & Advice is... ...and their entities (operating businesses, private foundations, etc.). Our role... ...opportunities both simple (e.g., asset titling, beneficiary... ..., and concentrated position management (such as 10b5-1 plans, derivative...PrivateAssetWork at officeLocal area
$145k - $170k
...Associate Director, Financial Planning... ...is a growing wealth management firm serving... ...in client assets under management... ...for our professionals. Team members... ...strong focus on business line profitability... ...processes Development of multi-year... ...~ Private equity or investment...PrivateAssetFull timeWork at officeFlexible hours$100k - $150k
...success, we are an independent wealth and asset management firm with over $14 billion... ..., with a team of over 120 professionals, we are dedicated to... ...adding an experienced Senior Associate to our Fund Accounting... ...operations across a diverse set of private investment vehicles. It...PrivateAssetSummer work$65k - $80.2k
...Helping the customers and businesses we serve to make... ...Job Description The Wealth Management Advisor (WMA) position... ...clients using U.S. Bank's Asset Management Group (AMG... ...knowledge of private banking products and... ...sales and new business development skills Well-developed...PrivateAssetTemporary workWork experience placementLocal area- A leading financial institution is seeking a Private Client Investment Associate in Seattle. This role involves providing exceptional client service and operational support to Advisors within Wealth Management. Responsibilities include managing operational requests, fostering...
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...Associate in J.P. Morgan Wealth Management, you will provide client service,... ...responsibilities: Support Advisors book of business including but not limited to...
- Chase is seeking a Private Client Investment Associate in Seattle to provide client service and operational support within Wealth Management. You will engage with clients, assist Advisors with ongoing wealth planning, and ensure compliance with operational procedures. Key...
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