Asset & Wealth Management, Wealth Management Professional, Associate - Chicago
$70k - $160kGoldman Sachs
Job Description Are you a quick‑thinking self‑starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to 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. Impact 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 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. Responsibilities Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client’s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. How You Will Fulfill Your Potential Leverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra‑high net worth clients Work closely with Private Wealth Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firm’s offerings including but not limited to client reporting, digital capabilities and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors Work with our middle and back‑office colleagues to ensure an exceptional client experience Execute, process and reconcile trading and other investment related transactions Lead or participate in divisional efforts to improve efficiencies within PWM business Participate in local training and recruiting Serve as a coach/mentor for less tenured teammates Skills & Experience We’re Looking For Bachelor’s Degree Required 2‑4 years of preferred experience in client service and/or the financial industry Ability to work in a fast‑paced environment and think clearly under pressure Strong interest in client service Self‑motivated and able to work in an autonomous, yet collaborative environment Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Commitment to excellence and a high level of integrity Interest in Financial Services Industry SIE, Series 7 and 63 required (must be obtained within three months of employment) Salary Range The expected base salary for this Chicago, IL, United States‑based position is $70,000–$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 . We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: 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
$70k - $160k
...solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business... ...to service our clients Oversee asset movements, portfolio implementations... ...RANGE The expected base salary for this Chicago, IL, United States‑based position is...AssetFull timeTemporary workPart timeLocal area$75k - $80k
Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential... ...Project management skills The expected base salary for this Chicago, Illinois, United States-based position is $75,000 - $80,00...Asset- ...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management... ...are client service professionals who exhibit drive, ambition... ...with Advisors to provide asset allocation recommendations... ...over $700 billion in assets under management. Chicago, IL...AssetFlexible hours
$68k - $73k
Position Overview Bernstein Private Wealth Management is a premier investment... ...talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and... ...partner with Advisors to provide asset allocation recommendations, capital...Asset$93k - $123k
Associate, Risk Governance Job Duties: Associate, Risk Governance with Goldman Sachs Bank USA in Chicago, Illinois. Lead controls design on new products by reviewing process documentation... .... Lead cross-functional project management efforts across the team. Head continuous...Asset$74.2k - $126.2k
## Sr Associate, Wealth StrategiesApplylocations: Chicago, ILtime type: Full timeposted on: Posted Yesterdayjob requisition id: R149730**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern...AssetWork experience placementH1bWork at officeWorldwideFlexible hours$100k - $110k
...a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive... ...emotional intelligence and professional judgment ~ High degree of discretion... ...organization! Location: Chicago, IL (Onsite) Compensation: $1...Asset$104.5k - $165k
J.P. Morgan Wealth Management provides individuals, advisors... ...the full spectrum of asset classes through our global... ...of investment professionals while utilizing the latest... ...suitability reviews associated with a variety of... ...process. Base Pay/Salary: Chicago, IL $104,500.00 - $16...Asset$110k - $230k
...Title: VP, US Third Party Wealth, National Accounts/Home Office, Goldman Sachs Asset Management Location: Chicago Regular/Temporary:... ...Management value proposition, and associated third party wealth home... ...of opportunities to grow professionally and personally, from our...AssetFull timeTemporary workPart timeHome office$78.08k - $117.12k
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ...Citigroup, its clients and assets, by driving compliance with applicable... ...Compensation Primary Location: Chicago, Illinois, United States. Full...AssetFull timeWork at office$70k - $160k
Asset & Wealth Management, Private Bank, Financial Product Marketing Associate Job Description As an Associate, you will be responsible... ...Sachs network. We are seeking a professional to play a key role in the... ...Locations Will consider Chicago, Dallas, and Atlanta. Experience...Asset$55k - $110k
Asset & Wealth Management, Client Solutions Group -Administrative Assistant, Chicago Chicago, IL, United States Job Description The Role Our Administrative Assistants provide... ...sound judgment, discretion, and professionalism at all times. Coverage needs may evolve based...AssetFull timeTemporary workPart timeWork at office$85k - $110k
Asset & Wealth Management, Marketing, Social Media Analyst - Chicago Chicago, IL, United States Job Description Goldman Sachs Asset & Wealth Management A career... ...firm has a number of opportunities to grow professionally and personally. We offer competitive vacation...AssetFull timeTemporary workPart timeWork at office$85k - $240k
Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - Chicago As a Family Office Advisor, you will be instrumental in shaping the financial... ...a network of internal and external professionals (including attorneys, accountants, and...AssetFull timeWork at office$100k - $110k
...rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking a Client Services Associate to support their CEO/... ...intelligence and professional judgment ~ High degree... ...organization! LOCATION: Chicago, IL (Onsite)...Asset- J.P. Morgan Wealth Management provides individuals, advisors and institutions... ...span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest... ...required to perform all job duties associated with the role. If any of the...Asset
- The Goldman Sachs Group is seeking a Wealth Management Professional in Chicago, IL, to deliver exceptional client service and operational oversight to ultra-high net worth clients. This role involves managing client onboarding and ensuring investment objectives are met...
- A mid-sized Chicago-based law firm seeks a smart and talented Trust & Estates Associate for its Private Wealth practice. This partnership track position involves managing client relations and drafting legal documents, offering significant visibility in a collaborative...Private practice
$70k - $160k
Goldman Sachs is looking for a Wealth Management Professional based in Chicago, IL, who will provide exceptional client service and operational support. The role serves as a primary contact for clients, ensuring their investment objectives are met with a strong focus on...$80k - $125k
Job Category: Associate Job Description Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...Range The expected base salary for this Chicago, Illinois, United States-based position...AssetFull timeTemporary workPart time$80k - $125k
Job Description Goldman Sachs Asset & Wealth Management (AWM) A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...output. Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $80,000-$125,000...AssetFull timeTemporary workPart time- Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...Our Business Development Professionals (BDP) will provide analytical... ...investment vehicles for client asset allocation Provide client... ...business team meetings and associated action items Relay GS...AssetApprenticeship
$80k - $125k
Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...) required Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $80,000-$125,000...AssetFull timeTemporary workPart timeInternship$100k - $230k
Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...Fixed Income team is hiring a Client Portfolio Manager in Chicago. This CPM will be the commercial catalyst for our fixed...AssetFull timeTemporary workPart timeWork experience placement- Wealth Management Across Wealth Management, Goldman Sachs helps empower... .... Our Business Development Professionals (BDP) will provide analytical... ...vehicles for client asset allocation Provide client service... ...business team meetings and associated action items Relay GS Research...AssetApprenticeship
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest Oak Brook, IL, United States Job Information Job Identification... ...banking, financial transaction processing and asset management. We offer a competitive total rewards package...AssetFull time- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational support. The... ..., managing relationships, onboarding, and overseeing assets, all while working in a fast-paced environment. Ideal candidates...Asset
$75k - $90k
...are reimagining the way wealth is experienced. Our... ...Role Overview The Associate, Private Wealth Client... ...service, relationship management, account administration... ...accounts Manage cash and asset transfers and related... ...and internal/external professionals (CPAs, attorneys) to...AssetFull timeTemporary workWork at officeLocal area- NACBA in Chicago offers a hybrid internal audit position focused on Asset and Wealth Management. The role includes supporting audit engagements, analyzing processes, and collaborating... ...relevant experience. The role comes with professional development opportunities and a...Asset
$68k - $73k
AllianceBernstein L.P. is looking for a Private Wealth Associate in Chicago. This position involves collaborating with Financial Advisors to provide asset allocation recommendations and exceptional client service. The Associate Development Program will equip candidates...Asset
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, Wealth Management Professional, Associate - Chicago. Be the first to apply!


