
Asset & Wealth Management, Private Wealth Management, Financial Investment Profe
NEW YORK, NYJobSeen 5 days agoSeen in employer's feed 5 days ago
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At a glance
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Job overview
Goldman Sachs Private Wealth Management supports ultra-high-net-worth individuals, families, and select institutions with comprehensive wealth management plans. Financial Investment Professionals support Private Wealth Advisors in managing existing client relationships through portfolio construction, implementation, asset allocation, and performance analysis. The role works closely with advisors over the longer term, providing scale for existing business while advisors pursue new client relationships.
Skills & qualifications
Skills
Qualifications
Full job description
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 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.Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad-hoc items tied to client requests. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.HOW YOU WILL FULFILL YOUR POTENTIAL * Act as the 'Chief Investment Officer' of the PWM team, exhibiting expertise across asset classes and investment vehicles * Develop relationships with clients and act as the primary point of contact for account related questions * Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return * Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes * Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance * Lead or participate in cross-functional group projects to improve quality and efficiency within the PWM team * Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts * Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios * Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructureSKILLS & EXPERIENCE WE ARE LOOKING FOR * Bachelor's degree required (CPA, JD, or MBA degrees welcome) * 2-5 years of investment management, investment banking or comparable experience * Strong leadership skills and record of demonstrated achievement * 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 numerous colleagues and desks across the Firm * Strong verbal and written communication skills * Strong organizational and interpersonal skills * Detailed-oriented and highly organized * Strong financial modeling and presentation skills * SIE, Series 3, 7 and 63 (must be
How this job compares
Set against the 1,882 open Wealth Management jobs on Olive Jobs, counted November 3, 2026.
- Pay
- This postingNot listed
- New York median$70–100K/yr131 salary ranges
- US median$27–37/hr59 hourly ranges
- Openings
- Olive Jobs lists 188 open Wealth Management jobs in New York and 1,882 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in New York
- JPMorgan Chase65 open
- Equitable24 open
- GOLDMAN SACHS & CO. LLC (this employer)17 open
- Experience
- This posting asks for at least 2 years of experience; Wealth Management postings that state a minimum ask for 3 years at the median (1,324 postings).
- Education
- 709 of the 1,882 open Wealth Management jobs (38%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 3, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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