Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associ[...]
$85k - $160kGoldman Sachs
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate 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. 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. Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) across both existing client relationships and new business generation. In this role, BDPs will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. High performing BDPs are expected to transition into the PWA role and begin building their own book of business. How You Will Fulfill Your Potential Work closely with PWAs to both 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 Act 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 Skills & Experience We Are Looking For 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 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., 2025. 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. Salary Range The expected base salary for this Boston, Massachusetts, United States-based position is $85,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. Job Info Job Identification 163953 Job Category Associate Posting Date 02/25/2026, 12:52 AM Locations Boston, MA, United States #J-18808-Ljbffr
$120k - $150k
...client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional... ...client base, is seeking an Associate Director, Private Wealth.... ...Masis Staffing Solutions, LLC #J-18808-Ljbffr Masis Professional GroupPrivateAsset- ...Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor -... ...experiences to build a business within Goldman Sachs... ...Record of academic and professional achievement Four plus... ..., business development or investing experience...PrivateAssetFull timeWork at office
- ...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM)... ...and experiences to build a business within Goldman Sachs Establish... ...: Record of academic and professional achievement Four plus... ...sales, fundraising, business development or investing experience...PrivateAsset
- ...outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and... ..., data and design. Private Wealth Management (PWM... ...clients ~ Oversee asset movements, portfolio... ...from our training and development opportunities and firmwide...PrivateAssetLocal area
- Overview Wealth Management Professional Are you a quick-thinking self-starter... ...all aspects of our business from an operational... .... Goldman Sachs Private Wealth Management (PWM... ...our clients Oversee asset movements, portfolio... ...our training and development opportunities and firmwide...PrivateAssetLocal area
$75k - $125k
...Associate Wealth Advisor Argent Wealth Management has been a trusted investment management and... ...with COIs Support business development efforts by helping to... ...Bring You will have professional verbal and written communication... ...across multiple asset classes Team player...AssetPermanent employmentWork at officeLocal areaFlexible hours$80k - $150k
About Us Wellington Management offers... ...healthy debate. As a private partnership, we believe... ...our retail wealth distribution effort... ...Specialist is a professional who increases wholesaler... ...to see our assets under management.... ...partnership whose sole business is investment...PrivateAssetFull timeRemote workHome officeFlexible hours1 day per week$120k - $150k
...Masis Professional Group is seeking an Associate Director in Private Wealth for a prominent wealth management firm in Boston. The role involves collaborating with advisory staff to guide elite clients on portfolio management, tax, and estate planning, requiring over 8...Private$140k - $150k
...Boston, MA Gray Private Wealth (GPW) is an... ...privately-owned wealth management firm affiliated... .... The Client Development & Portfolio Manager... ...with associate advisors, contributing... ...and pursue new business opportunities through... ...and external professionals (e.g., tax, estate...PrivateWork at office2 days per week$150k - $190k
...need talented, passionate professionals who are dedicated to... ...you'll be doing As a Private Wealth Business Development Officer (BDO), you are responsible... ...with Relationship Managers, Investment and Wealth Specialists... ...to effectively raise assets. You have market...PrivateAssetRemote work$110k - $115k
...committed team of professionals with an... ...discretion, subject to manager approval. For example... .... The Senior Associate, Business Intelligence, is... ...within Global Private Wealth (GPW) Commercial... ...to pipeline development, fundraising, and... ...Experience in asset management, private...PrivateAssetWork at officeLocal areaRemote work1 day per week$70k - $85k
...Organization RWA Wealth Partners is a boutique wealth management firm that provides... .... Our team of professionals operates from six... ...over $20 billion in assets. We are looking... ...Overview The Private Wealth Administrative... ...role on the business administration team...PrivateAssetWork at officeLocal area$137.4k - $240.4k
...Northern Trust, the Wealth Strategist / Client Development Sales Executive is a key business development sales role... ...approach to wealth management planning. You will... ...external personal and professional networks to identify... ...to connect client asset situations to our capabilities...AssetLocal area- ...(U.K.) Limited is seeking a Senior Associate, Client Marketing to develop targeted... ...marketing campaigns for the Global Private Wealth business. The role involves analyzing fundraising... ...experience with a focus on asset management or financial services. #J-18808-Ljbffr...PrivateAssetRemote work
- ...Associate Vice President and Wealth Advisor About the Company Premier... ...advisor & manager Industry Investment... ...Type Privately Held About the... ...financial planning professionals who are ambitious... ...assisting in new business development efforts. The role...Private
$100k - $300k
...Wealth Advisor RWA Wealth Partners is... ...boutique wealth management firm that provides... ...generations. Our team of professionals operates from... ...$19 billion in assets. We are looking... ...firm through business development and team... ...compliance. Support the Private Wealth...PrivateAssetLocal area- ...Administrative Support For Private Wealth Management Provides administrative support to Region Head for Private Wealth Management... ...of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. Coordinates logistics for...PrivateAssetWork at office
$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 analyze complex...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... ...efficiencies. As a Senior Associate you shall analyze...AssetFull timeH1b$89k - $133k
...discretion, subject to manager approval. For... ...employer. The Senior Associate, Client Marketing will... ...HarbourVest’s Global Private Wealth business. This role translates... ...also support the development of campaign workflows... ...landing pages, digital assets, presentations, and...PrivateAssetWork at officeLocal areaRemote workHome office1 day per week$150k - $190k
...it’s our approach to business and relationships. We... ...that supporting your professional and personal goals is... ...career. The Tax Advisor, Wealth Management will be responsible... ...for clients of BBH's Private Wealth Management... ...valuable input to the development of tax planning strategies...PrivateWork experience placementWork at officeLocal area3 days per week$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$160k - $240k
...committed team of professionals with an... ...discretion, subject to manager approval. For example... ...’s Global Private Wealth marketing organization... ...support pipeline development and client engagement... ...marketing within asset management,... ...influenced by several business factors, and...PrivateAssetWork at officeLocal areaRemote work1 day per week$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
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client... ...hedge fund, private equity fund and mutual... ...practice office professionals who are knowledgeable... ...research and/or position development Experience... ...Accounting, Finance, Business Administration, Tax...PrivateAssetSummer holidayWork at officeLocal areaFlexible hours- ...at the cutting-edge of wealth and asset management. We’ve been making rapid... ...As an Enterprise Business Development Associate within the Enterprise Solutions... ...management and private banking solutions. Asset... ...network of investment professionals. Wealth Management helps...PrivateAsset
$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$225k - $275k
...world’s largest alternative asset manager. We seek to create... ...investment vehicles focused on private equity, real estate,... ...LinkedIn, X, and Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal... ...law as a law firm associate or in-house counsel, focused...PrivateAssetLocal areaFlexible hours$74k - $104k
...committed team of professionals with an... ...discretion, subject to manager approval. For... ...for priority wealth channels... ...and reusable assets to drive global... ...Familiarity with private markets... ...presentation development skills; familiarity... ...influenced by several business factors, and...PrivateAssetWork at officeLocal areaRemote work1 day per week$95k - $105k
...HarbourVest, a global private markets firm with over... ...experience, seeks an Associate, Business Intelligence to partner... ...with the Global Private Wealth (GPW) business and... ...Reporting - Extract and manage data from Snowflake, Salesforce... ...Skills Experience in asset management, private...PrivateAssetRemote workFlexible hours
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