Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
The Goldman Sachs Group
Y
OUR IMPACT
Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. 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 Professionals Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client’s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management.HOW YOU WILL FULFILL YOUR POTENTIAL
Leverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra-high net worth clients 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 firm’s 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 Lead or participate in divisional efforts to improve efficiencies within PWM business Participate in local training and recruiting Serve as a coach/mentor for less tenured teammatesSKILLS & EXPERIENCE WE'RE LOOKING FOR
Bachelor’s Degree Required 2-4 years of preferred experience in client service and/or the financial industry 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 three 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. 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. The Goldman Sachs Group, Inc., 2026. All rights reserved. #J-18808-Ljbffr The Goldman Sachs GroupVacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston in Boston, MA vacancy
- ...the program Our New Analyst Program is a full-time... ...next level Build your professional network and interact... ...opportunities About the division Wealth Management includes Private... ...Analyst Locations Boston, Massachusetts,... ...States Areas of the Firm Asset & Wealth Management...AssetFull timeWork at office
$85k - $160k
Asset & Wealth Management, Private Wealth Management, Business Development Professional, AssociateWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients... ...Range The expected base salary for this Boston, Massachusetts, United States-based position...AssetFull timeTemporary workPart time$77k - $124k
## Senior Wealth AnalystApplylocations: US-MA-Boston-1 Post Office-2400time type: Full timeposted... ...Reimbursement* Paid Professional Designations* Giving back... ...fastest-growing wealth management platforms in the United... ...$220 billion in client assets. We combine a boutique’...SeniorAssetPermanent employmentTemporary workWork at officeFlexible hours$77k - $214k
Industry/SectorAsset and Wealth... ...and learning how to manage and inspire others... ...Uphold and reinforce professional and technical standards... ...efficiencies. As a Senior Associate you analyze... ...proprietary assets, or collaborating... ...SummaryLocation: MA-Boston; CA-Los Angeles; MD...SeniorAssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth... ...and learning how to manage and inspire others... ...Uphold and reinforce professional and technical standards... ...efficiencies. As a Senior Associate you shall... ...handling proprietary assets, or collaborating... ...MD-Baltimore; MA-Boston; CA-Sacramento; MO...SeniorAssetFull timeSecond jobH1b$124k - $335k
Industry/SectorAsset and Wealth... ...SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play... ...their technical skills and professional growth- Engaging in strategic... ...Angeles; IL-Rosemont; MA-Boston; CA-Sacramento; MO-St....SeniorAssetFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth... ...obligations while managing the impact tax has... ...this we have the PwC Professional; our global leadership... ...in the future.As a Senior Manager, you'll work... ...OpportunityAs part of the Asset and Wealth... ...; IL-Rosemont; MA-Boston; CA-Sacramento; MO...SeniorAssetFull timeH1bLocal areaOverseas$120k - $150k
...talented, passionate professionals who are... ...doingThe Private Wealth Audit team provides... ...Private Wealth Management portfolio,... ...banking. As a Senior Audit Manager,... ...Chartered Financial Analyst (CFA),... ...licenses is an asset.You're able to... ...; Chicago, IL; Boston, MAType: Full timeSeniorAssetFull timeRemote workShift work2 days per week- ...by Your Practice.As a Wealth Management Advisor, you will... ...Chartered Financial Analyst (CFA) Level I. If you... ...arrangements, and robust professional development resources... ...fueled by world-class asset management. But weʼre... ....SummaryLocation: Boston, MA - 33 ArchType: Full...AssetFull timeWork at officeFlexible hours
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...& SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on... ...for all.SummaryLocation: MA-Boston; CA-Los Angeles; MD-Baltimore;...SeniorAssetFull timeH1b- ...Job Description Wealth Management | Boston, MS Administrative Assistant Job Summary & Responsibilities... ...detailed calendars, including senior-level internal/external meetings and... ...level business leaders and clients in a professional and effective manner. Coordinates logistics...AssetWork at office
$75k - $90k
Acadian Asset Management is a global, systematic investment manager... ...since 1986. Headquartered in Boston, with locations in... ...foundations, and sovereign wealth funds. We harness advanced... ...strategic Investment Operations professional to be a Senior Analyst on our team. The Senior...SeniorAssetCasual workWork at officeWorldwideFlexible hours3 days per week$160k - $185k
...premier investment and wealth management firm with a... ...and estate planning professionals work together to develop... ...firm that spans asset management, wealth... ...happening around the world.Senior Quantitative Analyst, Quantitative &... ...Options:Greater Boston Area (Lincoln, MA)...SeniorAssetFull timeLocal area- ...specific skills and interact closely with senior professionals and clients. As a participant, you... ...opportunities About the division Asset & Wealth Management (AWM) offers students an... ...Job Category Associate Locations Boston, MA, United States Areas of the Firm...AssetFull timeApprenticeshipWork at office
$110k - $140k
...Description Organization RWA Wealth Partners is a boutique wealth management firm that provides... .... Our team of professionals operates from six offices... ...managing over $20 billion in assets. We are looking for... .... Role Overview Senior Tax Accountants are responsible...SeniorAssetWork experience placementWork at officeLocal areaFlexible hoursShift work- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ..., skills and experience: Record of academic and professional achievementFour plus years of private wealth management, financial...Asset
$132.5k - $172.5k
...independent investment management and strategic... ...Advisory is seeking a Senior Addepar Data Engineer / Analyst to help advance the firm’s Wealth and Asset Management data... ...a hands-on Addepar professional who understands investment... ...; Washington D.C.; Boston, MAType: Full timeSeniorAssetFull timeTemporary workH1bWork at officeWorldwide3 days per week$110k - $140k
...As a forward thinking asset manager, we build dynamic relationships... ...for long term wealth creation. Our talented... ...days per week in our Boston office. About the Department... ...managers, investment professionals, and business... ...offering exposure to senior leaders, meaningful analytical...SeniorAssetWork at officeLocal areaFlexible hours3 days per week- Goldman Sachs, Inc. in Boston is seeking an Administrative Assistant to provide advanced support to executives in Wealth Management. This role manages calendars, coordinates domestic and... ...discretion while interfacing with senior leaders and clients. The ideal candidate...Senior
- JPMorganChase in Boston is seeking experienced professionals for a Private Banking role. Your primary responsibility will be managing and nurturing client relationships, while also acquiring new assets. Applicants should have a minimum of seven years of experience in financial...SeniorAsset
- ...Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and... ...to serve current clients and attract new assets. Join a team backed by a robust institutional...SeniorAsset
$115k - $160k
Job Overview - Wealth Management Client Service Manager Compensation... ...+ bonus Location: Boston, MA Schedule: Monday... ...: Serve as a senior point of contact for... ...develop client service professionals while overseeing workflow... ..., wealth management, asset management, or...AssetWork at officeMonday to Friday$83.1k - $141.3k
...global leader in innovative wealth management, asset servicing, asset management... ...Trust, partnering with senior leaders to translate strategy... ...scale.The Senior Business Analyst plays a critical role in enterprise... .... SummaryLocation: Chicago, IL; Boston, MA; New York, NYType:SeniorAssetH1bWork at officeWorldwideFlexible hours- Goldman Sachs is seeking Wealth Management Professionals in Boston to support all aspects of client service, operational management, and risk management. The role involves managing client relationships, ensuring investment objectives are met, and providing tailored wealth...
$103.45k - $169.96k
...as a Lead Financial Business Analyst.The Lead Financial Business... ...Analyst for Client Solutions and Wealth Management (CSWM) leads the development... ..., NYC; Pittsfield, MA; or Boston, MA. 2 days WFH.Salary Range... ...flexibility to achieve your professional and personal goals. Through...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours- JOHNLEONARD, a Boston law firm, seeks an Operations Specialist for... ...investment operations professionals with client billing, account... ...administration, reconciliations, asset transfers, and custodial platforms... ...are 3+ years in trust/wealth/investment operations. Applicants...Asset
- Boston, MAHybridFull Time$200k - $230kJob DescriptionA global investment management organization is seeking a Senior Cloud Security Engineer to help secure a complex... ...institutional and wealth management markets and... ...within financial services, asset management, or regulated...SeniorAssetFull timeWorldwide
$110k - $140k
KKR is seeking a Senior Analyst or Associate to join the Wealth Investor Relations team in Boston. This role focuses on overseeing transfer agent relationships and operational processes for wealth-focused investment products. Ideal candidates will have 3-4 years of relevant...Senior- A financial services consulting firm in Boston is seeking a Senior Business Analyst with deep Salesforce expertise. This role requires gathering and... ...requirements to enhance Salesforce solutions within the wealth management domain. The ideal candidate has at least 5 years of...Senior
- ...Managing Director, Wealth Custody & Clearing Sales About the Company Expanding provider of investment management... ...Services Investment Management Consulting & Professional Services B2B Asset Management Boston Finance Insurance Publicly Traded...Asset
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston. Be the first to apply!
Related searches
- public sector business analyst Boston, MA
- knowledge management analyst Boston, MA
- business analyst healthcare Boston, MA
- business strategy analyst Boston, MA
- business analyst law firm Boston, MA
- configuration management analyst Boston, MA
- oracle business analyst Boston, MA
- pega business analyst Boston, MA
- business analyst Boston, MA
- senior business analyst contract Boston, MA


