Asset & Wealth Management, Business Development Professional, Associate - New York jobs in United States
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Goldman Sachs · 3 days ago

Asset & Wealth Management, Business Development Professional, Associate - New York

Goldman Sachs is a leading global investment banking, securities and investment management firm headquartered in New York. They are seeking a Business Development Professional to provide analytical, investment, and client service support while developing skills for new business generation under an apprenticeship model with Private Wealth Advisors.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Develop and prepare marketing presentations for prospective clients
Analyze investment portfolios for risk and return characteristics
Execute portfolio rebalancing and trades
Research internal and external investment vehicles for client asset allocation
Provide client service and team support
Source new prospective clients through cold outreach
Serve as team’s client relationship management system expert
Participate in some of the team’s prospective client meetings and follow up, as appropriate
Manage new business team meetings and associated action items
Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
Liaise with various product groups within Investment Management to respond to client needs

Qualification

Financial services experienceInvestment analysisClient relationship managementProject managementCommunication skillsProblem solvingEntrepreneurial spiritMulti-taskingInterest in financial marketsCFA CharterCFP certificationTeam-orientedInterpersonal skillsVerbal communicationWritten communication

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
Series 3, 7, and 63 required at the time of employment or obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

Benefits

Discretionary bonus
Valuable and competitive benefits and wellness offerings

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