Asset & Wealth Management – Goldman Sachs Family Office – Associate

Asset & Wealth Management – Goldman Sachs Family Office – Associate

Requirements

• Bachelor’s Degree Required
• 2-4 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
• 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, and able to balance quality work while meeting short 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)

Responsibilities

• Serve as day-to-day contact for the delivery of Family Office Solutions, building trust and rapport across PWA teams, clients and third-party partners
• Partner with PWM teams to manage the client lifecycle throughout their relationship with the vendor, from preliminary marketing, needs evaluation, introductions, and ongoing relationship management
• Become a subject matter expert for related service offerings
• Facilitate client introductions with their respective PWA teams and third-party service providers, to ensure timely deliverables
• Build PWA and client loyalty to minimize churn by understanding client needs and building relationships with key stakeholders
• Collaborate, problem-solve, and/or strategize with PWA teams on how best to deliver a solution
• Track and resolve client requests and feedback
• Foster a client-centric team environment
• Help clients understand the benefits and considerations of each service and set proper expectation management
• Support the team to identify, evaluate and develop best in class third-party partnerships
• Develop, document, and continually enhance processes to maximize efficiency
• Responsible for new service offering launches, rollout, and ongoing management of services
• Act as the champion for the service offering, getting PWA teams and clients excited about upcoming product launches and updates
• Define success criteria and core metrics across each vendor partner
• Stay up to date on all internal and external technology partners
• Work closely on special projects and business development initiatives

Preferred Qualifications

• Experience working with high-net-worth families is preferred