Asset & Wealth Management, Private Wealth Management, Capital Markets, Vice President - San Francisco jobs in United States
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Goldman Sachs · 4 months ago

Asset & Wealth Management, Private Wealth Management, Capital Markets, Vice President - San Francisco

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Vice President for their Private Wealth Management team in San Francisco to manage relationships with high net worth clients, advising them on investment strategies and risk management.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Represent Goldman Sachs PWM’s investment offering and suite of investment solutions in meetings with prospective and current clients, focusing on our risk management (especially single stock risk management) and capital markets capabilities
Liaise with a number of businesses areas—including our equity structuring, markets coverage, cross markets, managed strategies and Apex teams—on specific client situations and transactions
Advise clients and assist them in carefully considering the benefits and tradeoffs of maintaining, selling, hedging and/or creating yield on concentrated equity positions
In addition to single stock risk management, advise clients on broader risk management considerations around overall equity, credit, interest rate and currency risk in a clear and digestible manner
Remain abreast of current and pending private and public market transactions and the potential resulting diversification needs of various constituencies
Contribute to the formulation of and be knowledgeable about new capital markets and risk management capabilities
Act as a liaison with Sales & Trading in Goldman Sachs Global Banking and Markets in order to provide real time information in a clear and concise way to clients and Private Wealth Advisors on developments in the tech sector and the broader equity market
Be conversant in Goldman Sachs’ full PWM offering and services, assist in representing the Goldman Sachs PWM brand in various forums and capacities in and around the Bay Area, as well as the broader West Coast
Collaborate with San Francisco Regional Management, Private Wealth Advisors and other Wealth Solutions teams to identify new ways of serving clients in the region

Qualification

Capital markets experienceWealth management experienceFinancial markets understandingDerivatives backgroundQuantitative skillsAnalytical skillsSIESeries 7Series 63Problem-solving skillsMulti-tasking abilityCommunication skillsPresentation skillsInterpersonal skillsTeam playerSelf-starterAttention to detailSolid work ethic

Required

Bachelors Degree or Higher
7+ years' experience in capital markets, wealth management, asset management, investment banking, or private equity
Deep understanding of financial markets and experience working with publicly traded equities, derivatives background preferred
Ability to resonate with a wide variety of investor backgrounds, from those new to investing following a liquidity event to highly sophisticated family offices
Strong quantitative, analytical and problem-solving skills
Team player, with excellent communication, presentation and interpersonal skills
Strong ability to multi-task, with an ability to manage multiple projects with different deadlines
Self-starter, with ability to work both independently and in a team-oriented environment and across group functions
Solid work ethic, motivation level, and strong attention to detail
SIE, Series 7, and Series 63 (must be obtained within 3 months)

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.

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

H1B Sponsorship

Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)

Funding

Current Stage
Public Company
Total Funding
$6B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase