Goldman Sachs · 1 day ago
Asset & Wealth Management, Private Wealth Management, Apex, Associate - Dallas
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking an Associate in Private Wealth Management to develop client relationships, source investment opportunities, and manage business development initiatives.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Develop connectivity within the Firm to source and deliver differentiated and bespoke private equity, fixed income and alternative investment products to clients
Work closely on business development initiatives including managing client-related events, spearheading product development, improving sourcing channels, and creating scalable solutions
Champion select investments through due diligence committee and review processes internally
Develop a comprehensive understanding of clients' interests and preferences in order to effectively ensure customized execution
Communicate investment opportunities with sales teams and directly to Apex clients
Prepare business reviews and strategic updates for senior leadership
Qualification
Required
Bachelor's Degree Required
Demonstrated orientation toward and interest in understanding financial markets with at least 2 years of relevant industry experience; preferably related to investment banking, private or growth equity or wealth and asset management
Highly organized and detail-oriented with ability to work in a fast-paced environment
Excellent interpersonal skills and desire to work in a team-oriented environment
Demonstrated history of commercial prowess and success
Ability to excel in a strategic and entrepreneurial business
Strong proficiency in Excel, Power Point and CRM
Preferred
SIE, Series 7 and 63 preferred (within 3 months)
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
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 (1954)
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
Business Insider
2026-01-16
Private Equity Wire
2026-01-16
2026-01-16
Company data provided by crunchbase