Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, Chicago
Goldman Sachs
Wealth ManagementAcross 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.Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role.HOW YOU WILL FULFILL YOUR POTENTIALWork closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clientsDevelop and prepare marketing presentations for prospective clientsAnalyze investment portfolios for risk and return characteristicsExecute portfolio rebalancing and tradesResearch internal and external investment vehicles for client asset allocationProvide client service and team supportSource new prospective clients through cold outreachServe as team’s client relationship management system expertParticipate in some of the team’s prospective client meetings and follow up, as appropriateManage new business team meetings and associated action itemsRelay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clientsLiaise with various product groups within Investment Management to respond to client needs QUALIFICATIONSSKILLS & EXPERIENCE WE’RE LOOKING FORBachelor's degreeRelated financial services experience of 3-5 yearsInterest in pursuing a career as a Private Wealth AdvisorAbility to work in a fast-paced environment and think clearly under pressureStrong interest in the financial markets and good investment sense/commercial instinctAbility to multi-task and work with a variety of partners across the firmEntrepreneurial spirit coupled with a desire to work in a team-oriented environmentExcellent verbal and written communication skillsStrong interpersonal skills and ability to build and foster a strong network of relationshipsCreative approach to problem solvingStrong project management and organizational skillsSeries 3, 7, and 63 required at the time of employment or 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 SACHSAt 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., 2023. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender IdentityPosting Date: 2026-02-27
$85k - $240k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...to build a business within Goldman SachsEstablish... ...of academic and professional achievement6+ years... ...fundraising, business development or investing... ...base salary for this Chicago, Illinois, United States...PrivateAsset- Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...traded funds, private alternatives, and separately... ...to grow professionally and personally, from our training and development opportunities and firmwide...PrivateAsset
$22.83 - $31.25 per hour
J.P. Morgan Wealth Management - Investment Professional Bilingual (English/Spanish Required) Chicago, IL, United States and 5 more... ...Client Operations Business Unit Consumer &... ...transaction processing and asset management. We... ...management and private banking solutions....PrivateAssetFull timeWork at officeLocal areaRemote workMonday to Friday3 days per week- ...talented, passionate professionals who are... ...that support business growth and strengthen... ...Banking and Private Wealth Marketing, you... ...relationship managers and sales... ...segments is an asset.You know the US... ...your growth and development.*Subject to... ...Job LocationIL-Chicago, 120 LaSalle St...PrivateAssetFull time
$150k - $190k
...talented, passionate professionals who are dedicated... ...you'll be doingAs a Private Wealth Business Development Officer (BDO), you... ...with Relationship Managers, Investment and Wealth... ...effectively raise assets.You have market... ...San Francisco, CA; Chicago, IL; Boston, MAType...PrivateAssetFull timeRemote work- ...Senior Wealth Advisor Mesirow... ...Headquartered in Chicago, with offices... ...spanning Private Capital & Currency... ...our professionals to develop meaningful... ...'s Chicago Business multiple... ...over $13.1B in assets under management as of March 3... ...for business development; has local contacts...PrivateAssetLocal area
- ...Senior Lead Private Wealth Portfolio Manager to lead a regional... ...investment professionals to drive... ...and support business growth... ...contributingto talent development initiatives.... ...Client Associate.Demonstrated... ...construction, asset allocation,... ..., TX; CHICAGO, ILType: Full...PrivateAssetFull timeWork experience placementWork at office
$130k - $230k
...$1 trillion in assets for some of the... ...National Accounts professional to focus on... ...the intermediary wealth channel by... ...model gatekeepers, managed account platforms... ...strategic business plans for key accounts... ...and private market solutions... ...model out of our Chicago officeWe offer...PrivateAssetWork at officeWorldwideHome office- ...At PGIM Global Wealth, we consider it... ...suite of actively managed funds across a... ...spectrum of asset classes and investment... ...will be Chicago with the expectation... ...to investment professionals in their... ...internal and external business partners to... ...long-term success. PGIM Private CapitalPrivateAssetHome office
$65.5k
...Work With Bernstein Private Wealth Management is a premier... ...all aspects of the business, including asset allocation recommendations... ...to achieve professional success beyond the... ...time Private Wealth Associate upon graduation. What... ...time off Location Chicago, IL Diversity &...PrivateAssetPermanent employmentFull timeInternshipSummer internship$120k - $150k
..., passionate professionals who are dedicated... ...be doingThe Private Wealth Audit team... ...Private Wealth Management portfolio,... ...relationships with business partners to... ...and development - Lead, coach... ...licenses is an asset.You're able to... ...Pkway Fl 7; Chicago, IL; Boston,...PrivateAssetFull timeRemote workShift work2 days per week$135k - $150k
...Partnerships in managing and growing the firm’s private wealth distribution... ...currently in development for 2026 - 202... ...wholesalers, research, asset management,... ...AI tools in a professional context (e.g.,... ...in a business-related field... ...Location: On-site -Chicago, ILOpening Type...PrivateAssetFull timeTemporary workWork at officeLocal areaFlexible hours$100k - $125k
...family office and private investment... ...reimagining the way wealth is experienced... ...is seeking an Associate Director,... ...of experience managing the... ...and reconcile assets from contra firms... ...Bachelor’s degree in Business, Finance, or a... ...attorneys, and other professionals ~...PrivateAssetFull timeTemporary workWork at officeLocal area$110.7k - $218.3k
...Operations & Risk - Wealth Management and Trust... ...prioritize business, operational,... ...and sustain professional relationshipsAbility... ..., such as asset managers,... ...hedge funds, private equity, fund... ...differential associated with the location... ...Professional development From entry-...PrivateAssetWork at officeNight shift- Lazard Asset Management is seeking a Territory Lead for Private Wealth Management (PWM) in Chicago, IL. The role requires managing sales strategies and building long-term client relationships. Ideal candidates will have over 7 years of experience in financial services,...PrivateAsset
$169k - $228k
...specialty finance and wealth management services through... ...nine non-bank businesses. Wintrust... ...banking offices in Chicago, Denver, Milwaukee... ...Investments, Wintrust Private Trust, Great... ...accomplished through the development of IT strategic... ...and Software Asset Management (SAM)...PrivateAssetFull timeTemporary workFor contractorsFlexible hours$134.5k - $265.1k
...Operations & Risk - Wealth Management and Trust... ...of business, operational,... ...and sustain professional relationshipsAbility... ...operations, such as asset managers,... ...hedge funds, private equity, fund... ...differential associated with the... ...Professional development From entry-level...PrivateAssetWork at officeNight shift- ...Private Wealth Planner The Private Client experience... ...a pathway to Wealth Management through comprehensive... ...their goals and the asset allocation needed. This... ...with them to develop business opportunities with new... ...record of partnering with professional advisors (such as...PrivateAssetWork at office
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management... ...their goals and the asset allocation needed. This... ...with them to develop business opportunities with new and... ...of partnering with professional advisors (such as CPAs or...PrivateAssetWork at office
- Bank of America in Chicago seeks a senior-level client advisor within Executive Wealth Services to deepen relationships with corporate... .... You will lead the client management process, coordinate across the... ..., lending facilities, and asset management, while promoting digital...PrivateAsset
$85k - $240k
Asset & Wealth Management, Private Family Office, Financial Planning Advisor... ..., Vice President - Chicago location_on Chicago... ...wealth management businesses provide financial... ...accomplished and strategic professional with a proven... ...our training and development opportunities and firmwide...PrivateAssetFull timeTemporary workPart timeWork at office$131.67k - $160.93k
...Helping the customers and businesses we serve to make... ...and/or trust account assets and investment relationships... .... Strong focus on managing client account retention... ...relationships for Private Wealth Management (PWM).Basic... ...applicants.SummaryLocation: Chicago, ILType: Full timePrivateAssetFull timeLocal area- ...Description J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P.... ...their goals and the asset allocation needed. This... ...work with them to develop business opportunities with new and... ...record of partnering with professional advisors (such as CPAs...PrivateAssetWork at office
$60k
...Private Wealth Advisor Job Locations... ...Trust/Wealth Management Position Type... ...billion in total assets, we are a regional... ...for relationship development and providing financial... ...relevant skills and professional experience,... ...develop new wealth business to and from...PrivateAssetBase plus commissionFull time$200k - $250k
...Director – US Wealth is a senior sales... ...' wealth business across the United... ...to wealth managers, intermediaries... ...ResponsibilitiesLead business development efforts for... ...OCIO, private equity,... ...wealth management, asset management, or... ...investment professionals and senior stakeholders...PrivateAssetFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$164.6k - $288k
...leader in innovative wealth management, asset servicing, asset... ...three cornerstones of business conduct which we strive... ...with client’s professional advisors to identify... ...principles. Pursues ongoing development of fiduciary and... ...with. SummaryLocation: Chicago, ILType: Full timeAssetFull timeWork experience placementH1bWorldwideFlexible hours$90k - $120k
...YCharts empowers wealth managers to make smarter investment... ...of leading RIAs, asset managers, and... ...and investment professionals use data,... ...Managers throughout the development lifecycle to... ...differentiation, and business value.... ...Places to Work in Chicago Inc. Best Places...AssetFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours$120k
...-09-03Location: Chicago, Illinois, United... ...000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act... ...own job and the business. Recognized... ...the United States.Manage accounts of high... ...the growth of the asset base.Appropriately...PrivateAssetFull time$50 per hour
...our approach to business and relationships... ...supporting your professional and personal... ...The Tax Advisor, Wealth Management will be responsible... ...of BBH's Private Wealth Management... ...valuable input to the development of tax planning... ..., Philadelphia, Chicago or Charlotte locations...PrivateFull timeWork at officeLocal area3 days per week- ...Wealth Relationship Manager Safe Act - Chinatown - Chicago Join a team of approximately 2... ...Act is a seasoned professional role. Applies in-... ...contributing to the development of new techniques... ...and overall business. Evaluates moderately... ...its clients and assets, by driving...AssetWork at office
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