Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implem[...]
Goldman Sachs
YOUR IMPACT The COE NPWA CI Team Lead WMP as a member of the COE Management Team, plays a major role in managing the day to day operations of the COE NPWA CI team. This is a unique opportunity to work directly with the COE manager, along with key stakeholders and partners throughout the business, on all aspects of team management, including people development and business strategy. The team lead will also work closely with NPWAs nationally to help their clients through the onboarding process. The team lead will provide exceptional operational support and risk management. They oversee their team’s operational tasks and client experience by facilitating the onboarding of the NPWA client relationships. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills. OUR IMPACT Asset & Wealth Management (AWM) 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 ultra 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. Our Wealth Management Professionals (WMP) support all aspects of our account opening business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can 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. HOW YOU WILL FULFILL YOUR POTENTIAL Leveraging operational and financial background and experience to contribute to a growing business Core member of COE Management Team involved in executing and developing strategy to achieve department goals Assist the COE Manager in the overall supervision, management and running of the NPWA CI team Manage, develop, and recruit employees within the Wealth Management Professionals Suite Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions Ensure that all employees follow regulatory requirements, include registrations and series exams Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations Working closely with New PWAs to support their prospects and PWM clients Liaising with other areas supporting the PWM Business Supporting new account onboarding processes WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, New York, Miami (including Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. SKILLS & EXPERIENCE WE’RE LOOKING FOR Bachelor’s Degree Required Self-starter who takes ownership and can lead/manage projects independently Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management Strategic thinker with strong analytical skills Knowledge and background in financial services Interest in pursuing a career as a Wealth Management Professional Ability to work in a fast-paced environment and think clearly under pressure Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered Highly organized and process oriented with strong attention to detail and excellent follow-through Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care Commitment to excellence and a high level of integrity 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 People and Project Management experience a plus 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: © The Goldman Sachs Group, Inc., 2026. All rights reserved. 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. #J-18808-Ljbffr Goldman Sachs
- ...the box? We are seeking Wealth Management Professionals who work... ...operational tasks and client experience... ...clientrelationships. OUR IMPACT Asset & Wealth Management (AWM... ...,dataand design. Private Wealth Management (PWM... ...-oriented environment Excellent verbal and written communication...PrivateAsset
- Private Wealth Management Registered Client Service Associate Join to apply for the Private Wealth Management Registered... ...Microsoft Office skills (Word, Excel, Outlook and PowerPoint)... ...Associate-Dallas, TX Internal Audit - Asset & Wealth Management Audit - Dallas...PrivateAssetFull timeWork at officeLocal area
- ...high net worth clients? We are looking... ...side. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs... ...and design.Private Wealth Management... ...through creating asset allocation... ...Wealth Advisor (NPWA) Development Framework... ...and strong “EQ”Excellent interpersonal...PrivateAssetWork at office
- Goldman Sachs Asset ManagementA career... ...Goldman Sachs Asset Management (GSAM) is an... ...opportunity to help clients across the globe... ..., sovereign wealth funds, insurance... ...individuals.AWM Private is the primary center for Goldman Sachs... ...in Microsoft ExcelAbility to work with automation...PrivateAsset
- ...Description: The Private Foundations... ...philanthropic interest of clients, offering... ...and Grants Managers provides guidance... .... Skills: Excellent oral and written... ...processing and asset management. We... ...health and wellness centers, a retirement... ...Morgan Asset & Wealth Management delivers...PrivateAssetLocal area
- Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...Teams work one-on-one with clients to advise and deliver... ...management skills Excellent analytical and interpersonal... ...‑of‑the‑art on‑site health centers in certain offices. Fitness...PrivateAssetFull timeWork at office
- ...and execution for clients with large,... ...responsible for advising Wealth Management teams and clients... ...matters Excellent written/verbal communication... ...partnering with private wealth advisors,... ...processing and asset management. We... ...health and wellness centers, a retirement...PrivateAsset
- Asset & Wealth Management, Private Investing, Divisional CFO, Associate - Dallas Job Description... ...Private is the primary center for Goldman Sachs’ long-... ...Sachs, its employees and clients of the firm through a... ...energy environment Strong Excel and PowerPoint skills Job...PrivateAssetFull timeWork at officeRemote work
- ...organizational skills, excellent communication and interpersonal... ...your understanding of asset management? Our Committee Governance - Private team is seeking a... ...business practices and client service within the AM Private... ...Also, within Asset and Wealth Management, our premier...PrivateAsset
- Goldman Sachs’ Asset & Wealth Management Division (AWM) is one of the... ...spanning public and private asset classes, industries... .... AWM helps it’s clients navigate today’s dynamic... ...performance levels Excellent communication and... ...the-art on-site health centers in certain offices. Fitness...PrivateAssetFull timeTemporary workWork at office
- Associate, AWM Risk Management The Goldman... ...diversified client base that includes... ...financial centers around the world... ...plans, sovereign wealth funds, insurance... ...$2 trillion in assets under supervision... ...Deposits and Private Bank in Richardson... ...and themes Excellent communication skills...PrivateAssetWork experience placement
- ...organized and client-friendly individual... ...expertise in private markets to... ...partnerships with Private Wealth Advisors (PWAs)... ...across asset classes and deal... ...IMPACT Wealth Management Across Wealth Management... ...and success Excellent interpersonal... ...on‑site health centers in certain...PrivateAssetFull timeTemporary workWork at office
- Huntington Bank is seeking a Private Bank Wealth Advisor III in Dallas to manage a high-net-worth client Wealth Plan, develop new business, and coordinate specialists to... ...comprehensive wealth strategy. The role emphasizes asset growth, loans, and deposits while maintaining...PrivateAsset
- Your ImpactThe Asset Management Division is made up of Goldman... ...to the firm’s clients. A career with Goldman... ...pension plans, sovereign wealth funds, insurance companies... ...bachelor’s degree with an excellent academic record; MBA a... ...with Private Credit and Alternatives...PrivateAsset
- YOUR IMPACT A Wealth Management Professional (WMP) will... ...helps empower clients and customers around... ...platform including private equity, growth / venture... ...alternatives asset classes (e.g.,... ...technology (Outlook, Excel and Word) SIE, Series... ...on‑site health centers in certain offices...PrivateAssetFull timeTemporary workWork at office
- ...optimization of advanced wealth planning... ...strategic UHNW clients and family... ...trusted partner to Private Wealth Advisors... ...IMPACT Wealth Management Across Wealth... ..., concentrated assets, private investments... .... Advanced Excel modeling skills... ...on-site health centers in certain...PrivateAssetFull timeTemporary workWork at office
- ...is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...and Ultra High Net Worth clients. This leader will partner... ..., and operational excellence.In this role, you will:Provide... ...portfolio construction, asset allocation, investment strategies...PrivateAssetFull timeWork experience placementWork at office
- Goldman Sachs Dallas is seeking a Wealth Management Professional to deliver... ...to ultra‑high net worth clients. You will build deep relationships... ...needs. You will work with Private Wealth Advisors to onboard... ...execute trades with integrity and excellence. #J-18808-Ljbffr Goldman...Private
- Job Description:Merrill Wealth Management is a leading provider... ...and Wealth Management Client Associates help... ...effective.Job Description:The Private Wealth Strategist,... ...business succession, global asset allocation, risk... ...Suite (including Word, Excel, and PowerPoint) and Brentmark...PrivateAssetFull timePrivate practiceWork at officeWork from homeShift workDay shift
- ...box? Associates on the Wealth Management Risk Team will gain... ...business. OUR IMPACT Private Wealth Management (PWM... ...foundations. PWM assists clients with building and preserving... ...long-term asset allocation within the... ...attention to detail and excellent follow-throughAbility...PrivateAssetWork at office
- ...Associate to join our AM Private Operational Risk team.... ...supporting the risk management framework across... ...within the Goldman Sachs Asset & Wealth Management (AWM) division... ...Suite, including Excel, PowerPoint, and Word.... ...and ideas to help our clients, shareholders and the...PrivateAssetWork at office
- Asset & Wealth Management Divisional Overview A career with Goldman Sachs Asset... ...is an opportunity to help clients across the globe realize their... ...units (Asset Management, Private Wealth, and Alternatives) to... ...wealth advisory practices)Excellent analytical, problem-solving...PrivateAssetPrivate practiceWork at office
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating... .... PWM teams work one-on-one with clients to advise and deliver customized strategies... ...and relationship management skills Excellent analytical and interpersonal skills...PrivateAsset
- ...working, organized and client‑friendly... ...utilize expertise in private markets to drive conversations... ...with Private Wealth Advisors (PWAs)... ...across asset classes and deal structures... ...Investment Banking, Asset Management, Alternatives and... ...and success Excellent interpersonal...PrivateAsset
- ...Assistant Goldman Sachs, Asset & Wealth Management AYCO | Dallas, TX Job... ...confidential and sensitive client information with the utmost... ...in financial services, private sector, media or government. Ability to exercise excellent judgment and discretion in...PrivateAssetWork at office
- ...investment reporting solutions to clients and help with business... ...individual with background in wealth management and / or family office... ...technology, data and design.Private Wealth Management (PWM)Goldman... ...accountability, and service excellence across the team. WHERE WILL...PrivateAssetWork at office
- ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs’ Asset & Wealth Management Division... ...spanning public and private asset classes, industries,... ...geographies. AWM helps it’s clients navigate today’s dynamic markets... ...effective performance levels Excellent communication and...PrivateAsset
- ...passion for comprehensive wealth and tax planning? The... ...team. Additionally, excellent communication skills,... ...delivery of best-in-class client service are critical... ...Wealth Management, Goldman Sachs helps empower... ...tax returns and foreign asset disclosures. Extensive...PrivateAssetWork at officeLocal areaWorldwideOverseas
- Job Description Asset & Wealth Management Divisional Overview A career with Goldman... ...is an opportunity to help clients across the globe realize... ...investment strategies, including private equity, private credit, and... ...team player Strong Excel and PowerPoint skills #J-1...PrivateAsset
- ...to lead an innovative private client accounting and payment... ...timely payments, and managing vendor relationships.... .... Foster a culture of excellence, collaboration, continuous... ...with Private Wealth Advisors and external... ...reporting, alternative assets, or trust/estate accounting...PrivateAssetFull timeTemporary workPart timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implem[...]. Be the first to apply!
- real estate asset manager Dallas, TX
- fixed asset accountant Dallas, TX
- digital asset coordinator Dallas, TX
- asset protection specialist Dallas, TX
- asset management associate Dallas, TX
- asset management Dallas, TX
- analyst asset management Dallas, TX
- junior asset management Dallas, TX
- asset manager - commercial real estate Dallas, TX
- asset management specialist Dallas, TX
