Goldman Sachs→
Asset & Wealth Management, GS Ayco Centralized Wealth Management Professional, Analyst - Albany
Entry LevelOn-siteFull-time
Location
Albany, NY
Salary
$50k–$72k/yr
Experience
No experience required
Posted
1 week ago
Skills
series 7 licenseseries 63 licensefinancial services industry knowledgecapital markets knowledgemicrosoft office suiteclient service
Job Description
Summary: Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Wealth Management Professional to deliver exceptional client experiences and drive strategic growth by engaging directly with clients and Ayco Advisors, managing operational workflows, and contributing to client success through innovative solutions.
Responsibilities:
- Collaborate with Goldman Sachs Ayco Advisors, acting as a trusted partner to deliver unparalleled service and strategic insights to their clients
- Anticipate client needs and proactively develop and recommend innovative solutions for complex investment-related transactions and service inquiries
- Oversee and optimize operational workflows, manage cash balances, facilitate private banking services, and ensure meticulous execution of transactions, adhering to the highest standards of compliance and risk mitigation
- Serve as a primary point of contact for clients and internal teams, resolving time-sensitive issues and educating potential new clients on our comprehensive reporting and digital capabilities
- Potentially guide and mentor junior Analysts, providing workflow oversight and serving as a key resource for escalated issues, contributing to team development and operational efficiency
- Actively contribute to the evolving needs of the business, taking on additional duties as assigned by leadership to support strategic initiatives
Required Qualifications:
- Bachelor's degree is essential
- Current Series 7 & 63 licenses, or the commitment to obtain them within 4 months of hire
- A genuine and demonstrable interest in the financial services industry and capital markets
- Proven ability to thrive in both autonomous and highly collaborative team settings, demonstrating initiative and a proactive approach
- An unwavering commitment to accuracy and precision in all tasks
- A profound dedication to delivering exceptional client service and building lasting relationships
- Superior verbal and written communication skills, capable of articulating complex information clearly and concisely
- Demonstrated ability to effectively manage multiple priorities and adapt quickly in a fast-paced, evolving environment
- Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word) and an aptitude for learning new technologies
Required Skills: Series 7 License, Series 63 License, Financial Services Industry Knowledge, Capital Markets Knowledge, Microsoft Office Suite, Client Service
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.
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.