External Product Specialists

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Albany location_on Albany, New York, United States

YOUR IMPACT

Goldman Sachs Family Office (GSFO) is in search of an Analyst to work closely with PWAs in delivering investment reporting solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services.

OUR IMPACT

Wealth Management 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. 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. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.

HOW YOU WILL FULFILL YOUR POTENTIAL

Serve as day-to-day contact for the delivery of investment reporting solutions, building trust and rapport across PWA teams, clients and third-party partners. Identifying areas of opportunity, highlighting best practices, and ensuring the highest quality of services. Partner with PWM teams to manage the client lifecycle throughout their relationship with the consolidated reporting platform, from preliminary marketing, client demos, needs evaluation, onboarding, delivery of services and troubleshooting. Become the in-house subject matter expert for sophisticated investment reporting, acting as the go-to contact for all PWA team and client in-bounds. Act as a trusted thought partner to clients and advisors, helping them navigate the evolving investment reporting technology landscape and guiding them in selecting the best platform suited to their unique profile. Collaborate with Product Management on new product launches, ensuring flawless execution across every touchpoint for an exceptional advisor and client experience. Ensure PWA teams and clients obtain value quickly. You will gain hands-on experience of overseeing the client onboarding process and ongoing delivery of services, including ensuring stakeholders are properly educated to maximize value of the service. Build PWA and client loyalty by understanding client needs, cultivating trusted-advisor relationships with key stakeholders, and proactively minimizing churn Collaborate, problem-solve, and/or strategize with PWA teams to deliver tailored solutions to address complex client challenges. Bring anentrepreneurial mindsetand a passion for innovation, proactively identifying opportunities to streamline processes Track, resolve, and act on client requests and feedback to drive continuous product improvement. Champion a client-centric culture that fosters collaboration, accountability, and service excellence across the team.

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe; this role will be primary placed in Cohoes, NY

QUALIFICATIONS

Bachelor's Degree Required, preferably in Accounting, Finance, or a related field. 1-3 years of relevant industry experience in a client facing role (Family office, wealth management, or other experience working with high-net-worth families, is preferred). Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations. Understanding of financial and performance reporting within wealth management Excellent writing and communication skills and a desire to work in a team-oriented environment. Outstanding analytical and problem-solving skills. Strong attention to detail; strong logical thinker and exceptional multi-tasking ability Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality. Commitment to excellence and a high level of integrity. Self-motivated with the ability to manage multiple projects simultaneously, delivering high quality work under tight deadlines. Deep interest in the financial markets and good investment sense/commercial instinct Resourceful, self-starter, attentive to detail with great organizational skills Ability to work in a fast-paced environment and think clearly under pressure. Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)

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: Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this Albany, New York, United States-based position is $55000-$75000. 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 . Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident insurance. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. #J-18808-Ljbffr Goldman Sachs Bank AG