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Asset & Wealth Management, Business Development Professional, Associate - Miami

The Goldman Sachs Group, Inc.

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. 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. We are looking to hire motivated BDPs to complement our very successful team of advisors focused on the Mexico market. 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 Spanish native fluency required 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 Job Info Job Identification 164394 Job Category Associate Posting Date 02/26/2026, 05:19 PM Locations Miami, FL, United States 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 The Goldman Sachs Group, Inc.

Vacancy posted 2 days ago
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