Goldman Sachs · 23 hours ago
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, New York
New York, United States
Full-time
Onsite
Mid Level
$85K/yr - $160K/yr
3+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. The role of Business Development Professional in Private Wealth Management involves supporting existing client relationships and generating new business while working closely with Private Wealth Advisors. This position offers the opportunity to gain investment expertise and transition into a Private Wealth Advisor role.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Work closely with PWAs to both support existing client relationships and drive new business generation
Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
Act as the growth engine for the PWM team across both wallet share and new business
Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client events
Act as the PWM team’s central point of contact for client relationship management in Salesforce
Participate in the PWM team’s prospective client meetings and coordinate follow-up, as needed
Manage internal new business strategy meetings, developing agendas and driving associated action items
Qualification
Required
Bachelor's degree
Related financial services experience of 3+ years
Interest in pursuing a career as a Private Wealth Advisor
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 a variety of partners across the firm
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Excellent verbal and written communication skills
Strong interpersonal skills and ability to build and foster a strong network of relationships
Creative approach to problem solving
Strong project management and organizational skills
SIE, Series 3, 7, and 63 (must be obtained within three months of employment)
Preferred
Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
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 (1719)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2025-12-30
2025-12-28
Company data provided by crunchbase