Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 teammates

SKILLS & 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 Group

Vacancy posted 3 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... 
    Asset
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Boston, MA
    13 hours ago
  • $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’... 
    Senior
    Asset
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Private Wealth LLC.

    Boston, MA
    1 day ago
  • Goldman Sachs Bank AG is seeking Wealth Management Professionals to provide exceptional client service and operational support in Boston. The role requires interpersonal skills, a commitment to excellence, and the ability to manage client relationships effectively. Applicants... 
    Senior

    Goldman Sachs Bank AG

    Boston, MA
    1 day ago
  • $75k - $98k

     ...Business management, administration and support At UBS, we know that...  ...is a leading and truly global wealth manager and the leading universal...  ...We also provide diversified asset management solutions and...  ...United States – Massachusetts – Boston, min USD 75,000 – max USD 98,... 
    Senior
    Asset
    Full time
    Flexible hours

    UBS

    Boston, MA
    2 days ago
  • PNC is seeking a Senior Wealth Strategist to develop tax, estate, and financial plans for clients in Boston, MA. This role emphasizes building and managing client relationships while retaining and growing assets under management. Ideal candidates will have over 8 years... 
    Senior
    Asset

    PNC

    Boston, MA
    1 day ago
  • Brown Advisory is seeking a Senior Addepar Data Engineer / Analyst in Boston, MA to enhance their Wealth and Asset Management data capabilities. This role focuses on supporting and scaling the Addepar data ecosystem through data engineering and analytics. The ideal candidate... 
    Senior
    Asset

    Brown Advisory

    Boston, MA
    2 days ago
  •  ...administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment...  ...detailed calendars, including senior-level internal/external meetings and...  ...business leaders and clients in a professional and effective manner. Coordinates... 
    Asset
    Work at office

    The Goldman Sachs Group

    Boston, MA
    3 days ago
  • $77k - $214k

     ...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...recommendations. Uphold and reinforce professional and technical standards (e.g. refer...  ...creative tax solutions. As a Senior Associate you will analyze complex problems... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Boston, MA
    4 days ago
  • $124k - $335k

     ...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...help us achieve this we have the PwC Professional; our global leadership development framework...  ..., now and in the future. As a Senior Manager, you'll work as part of a... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Boston, MA
    4 days ago
  •  ...administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment...  ...detailed calendars, including senior-level internal/external meetings and...  ...business leaders and clients in a professional and effective manner. Coordinates... 
    Asset
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Boston, MA
    3 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At...  ...insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Boston, MA
    3 days ago
  •  ...administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment...  ...detailed calendars, including senior-level internal/external meetings and...  ...business leaders and clients in a professional and effective manner. Coordinates... 
    Asset
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Boston, MA
    4 days ago
  • Wellington Management Company is hiring a Fund Governance Analyst to support its US Wealth channel growth. This role involves maintaining compliance and governance for the...  ...candidate will have 1-3 years of experience in asset management, strong organizational skills, and... 
    Asset
    Work at office
    Flexible hours

    Wellington Management Company

    Boston, MA
    13 hours ago
  • $85k - $160k

    Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate Wealth Management Across Wealth Management, Goldman Sachs helps empower clients...  ...Range The expected base salary for this Boston, Massachusetts, United States-based... 
    Asset
    Full time
    Temporary work
    Part time

    Goldman Sachs

    Boston, MA
    2 days ago
  • $100k - $140k

     ...Description Citizens Wealth Management is seeking an Investment...  ...-established team in Boston, MA. This role is...  ...Wealth Managers and senior team members, the Investment...  ...with respect and professionalism. Employment decisions...  ...Category Wealth and Asset Management #J-18808-... 
    Asset
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Shift work

    Citizens Financial Group

    Boston, MA
    13 hours ago
  • $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... 
    Asset
    Work at office
    Monday to Friday

    Atlantic Group

    Boston, MA
    4 days ago
  •  ...that supporting your professional and personal goals...  ...Join us as a Sr. Wealth Planner Brown...  ...Banking team in Boston. In this role you...  ...with an existing Senior Wealth Planner in...  ...the Relationship Management and Banking teams...  ...related investment and asset allocation issues.... 
    Senior
    Asset
    Local area

    Brown Brothers Harriman

    Boston, MA
    1 day ago
  • 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... 

    Goldman Sachs

    Boston, MA
    2 days ago
  • $137.4k - $240.4k

     ...At Northern Trust, the Wealth Strategist / Client...  ...support growth. As a senior member of the team, you...  ...driven approach to wealth management planning. You will...  ...external personal and professional networks to identify new...  ...skills to connect client asset situations to our... 
    Senior
    Asset
    Local area

    Northern Trust

    Boston, MA
    3 days ago
  • $85k - $160k

     ...spanning strategic and tactical asset allocation as well as...  ...contact for client relationship management in Salesforce Participate in...  ...pursuing a career as a Private Wealth Advisor Ability to work in a...  ...expected base salary for this Boston, Massachusetts, United States... 
    Asset
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    Boston, MA
    3 hours ago
  • $90k - $150k

    Sr Analyst, Investment Compliance page is...  ...Compliancelocations: MA Boston - PanAgoratime...  ...marketplace) Asset Management is a premier provider...  ...by talented professionals with significant...  ...funds, sovereign wealth funds, endowments...  ...mandates.**SUMMARY**The Senior Analyst,... 
    Senior
    Asset
    Remote work

    Panagora Asset Mgmt

    Boston, MA
    2 days ago
  • The Goldman Sachs Group is seeking Wealth Management Professionals in Boston, MA to provide exceptional client service to ultra-high-net-worth individuals. Responsibilities include managing client relationships, ensuring investment objectives are met, and identifying wealth... 

    The Goldman Sachs Group

    Boston, MA
    3 days ago
  • $120k - $150k

    As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client...  ...Masis Staffing Solutions, LLC #J-18808-Ljbffr Masis Professional Group
    Asset

    Masis Professional Group

    Boston, MA
    1 day ago
  •  ...currently seeking experienced Senior Wealth Advisors to join Beacon...  ...providing comprehensive wealth management advice and building long-term...  ...of client acquisition and asset growth Background in a wirehouse...  ...CFP®, CFA, or other professional designations preferred Bachelor... 
    Senior
    Asset

    Beacon Pointe

    Boston, MA
    2 days ago
  • $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

    KKR

    Boston, MA
    3 days ago
  •  ...Talent Acquisition COO, Wealth & Alpha About the...  ...provider of investment management, research & trading services...  ...Consulting & Professional Services B2B Asset Management Boston Finance Insurance...  ...collaborate closely with senior HR business partners and... 
    Asset

    Confidential

    Boston, MA
    1 day ago
  • $89k - $133k

    HarbourVest Partners in Boston is looking for a skilled marketer to develop...  ..., requiring an understanding of wealth audiences in the U.S. The role involves managing campaign strategies across...  ...marketing experience, preferably in asset management or financial services.... 
    Senior
    Asset

    HarbourVest Partners

    Boston, MA
    3 days ago
  • Stage is seeking a Senior Analyst or Associate for the Wealth Investor Relations team in Boston. This role focuses on overseeing transfer agent relationships and enhancing...  ...workflows. Key responsibilities include managing service provider oversight, developing operational... 
    Senior

    Stage

    Boston, MA
    2 days ago
  • PNC Financial Services Group, Inc. in Boston, MA, is seeking a Senior Wealth Strategist for the Private Bank. You will develop and implement tax,...  ...the client base. The role emphasizes deep relationship management, asset retention, and growth through networking and... 
    Senior
    Asset

    PNC Financial Services Group, Inc.

    Boston, MA
    1 day ago
  • $77k - $214k

     ...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on...  ...client connections, and learning how to manage and inspire others. Navigating increasingly...  .... Uphold and reinforce professional and technical standards (e.g. refer to specific... 
    Senior
    Asset

    PwC (US)

    Boston, MA
    13 hours ago

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!