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.
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- ...Private Wealth Advisor Across Wealth Management, Goldman Sachs helps empower... ...management businesses provide financial... ...of academic and professional achievement Four... ..., business development or investing experience... ...Job Category Associate Locations Miami, FL, United...Asset
$135k
...US Wealth Regional Director, Miami, FL Country: United States of America... ...chance for driven professionals to grow, learn, and... ...of U.S. wealth management regulations, including... ...wealth businesses. Drive growth in... ...Oversee pipeline development, client segmentation...SuggestedHourly payContract workWork experience placementWork at officeShift work- As a Private Wealth Advisor, you will: Leverage... ...experiences to build a business within Goldman Sachs... ...holistic private wealth management advice to help... ...Record of academic and professional achievement Four plus... ...fundraising, business development or investing experience...Asset
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- Wealth Management Across Wealth Management, Goldman Sachs helps... ...wealth management businesses provide financial planning... ...holdings, analyzing asset allocations,... ...Investment Strategy Development: Design and create bespoke... ...intellectually curious professional with a profound...AssetFull timeTemporary workWork at office
- ...equipment, catering exclusively to professional sectors. Having grown a... ...introduction of a team of Area Managers including this role dedicated to the Miami / South Florida area. Objective... ...relationships with practitioners and business owners in the medical and...
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$72.88k - $109.32k
...please review .## Wealth Relationship Manager - Miami Center Hub (Multilingual... ...Act is a seasoned professional role. Applies in-... ...to the development of new techniques and... ...function and overall business. Evaluates moderately... ...Citigroup, its clients and assets, by driving...AssetFull timeWork at office- ...Associate, Non-Self-Sustaining Advisor Job Duties:... ...Goldman Sachs & Co. LLC in Miami, Florida. Work one-on-... ...Create comprehensive wealth management plans for ultra-high... ...all global asset classes, including public... ...source and develop new business opportunities and a strong...AssetLocal area
$116.2k - $212.9k
...Irvine, Los Angeles, McLean, Miami, Milwaukee, Minneapolis, New York... ...marketplace and the only professional services firm with a separate business unit dedicated to the financial... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...AssetWork experience placementSummer holidayLocal areaFlexible hours- ...Job Description Job Duties: Associate, Sales with Goldman Sachs & Co. LLC in Miami, Florida. Create comprehensive wealth management plans, asset allocation, and location strategies... ...lending services. Create and apply business development strategies, including the...AssetWork at office
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- ...team dedicated to delivering wealth management solutions and fostering... ...meaningful contributions to our business with customized wealth management... ...ongoing events to grow your professional network Required... ...Locations: New York, NY Miami, FL Houston, TX At JPMorgan...AssetFull timeTraineeshipSummer workSummer internshipImmediate start
- ...Business Development Associate Business Development Associates provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...Consultants, Business Development Managers and Branch Management... ...-year college degree or professional certification preferred...Work experience placementLocal area
- Job Duties Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Work closely with private wealth advisors and teammates to... ...efficiencies within the business. Oversee asset movements,... ...related to new business development by leading and...Asset
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- The University of Miami, Bascom Palmer Eye Institute... ...for a Clinical Business Operations Representative... ...incoming calls, efficient management of patients, and the... ...courteous, efficient and professional manner and ensures... ...safeguards University assets. Core Qualifications Education...AssetFull timeTraineeshipWork at office
- ...Credit Advisor - Global Wealth & Investment Management Miami, Florida To... ...engagement, and career development. Our approach... ...responsibilities and business needs. At Bank of... ...• Maintains asset quality within the... ...office expectations associated with your role. These...AssetWork at officeFlexible hoursShift workDay shift
- ...and successful sales professional with deep... ...in the Bank Private Wealth market, within our dedicated... ...territory strategy and management, pipeline development, and day-to-day... ...growth and retention of assets among Bank Private Wealth... ...them on their business and offering investment...AssetBank staffWork at officeLocal areaHome office
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$82k - $92k
...the Marketing Manager leads the... ...functions of the Miami Beach Convention... ...Google Business platform, SEO... ...visual/photo/video asset selection and... ...creation and development of Marketing and... ...Presents information professionally with poise and... ..., and risks associated with each...AssetFull timeWork at officeLocal area$88.32k - $132.48k
The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership... ...and recommend the development of business strategies or... ...Citigroup, its clients and assets, by driving compliance... ...--- Primary Location: Miami Beach Florida United States...AssetFull timeTemporary work- ...General Manager (Miami-Dade Market) Provides management... ...toward projecting a professional and competent image:... ...working closely with the Association Board of Directors... .... Obtain copy of all business licenses from vendors... ...Possesses all knowledge of assets cash balances and...AssetFull timeWork at officeMonday to FridayFlexible hoursNight shift
$150k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...managing the impact tax has on their business. You'll advise clients on... ...achieve this we have the PwC Professional; our global leadership development framework. It gives us a single...AssetFull timeH1bLocal areaOverseas$99k - $266k
...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...strategy. These individuals help businesses navigate complex tax regulations and... ...appropriate. Uphold and reinforce professional and technical standards (e.g. refer...AssetFull timeH1b- ...Senior Wealth Advisor Safe Act - Miami Working at Citi is... ...is a seasoned professional role. Applies in... ...contributing to the development of new... ...function and overall business. Evaluates moderately... ...and brokerage assets. Deepen... ...referral leads. Manage client follow-...AssetWork at office
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