Asset & Wealth Management, GS Ayco Centralized Wealth Management Professionals, Analyst Sales

Overview

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.

Wealth Management:
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.

Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

AYCO Financial Counseling (AYCO) Goldman Sachs Ayco Financial Counseling partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

• Work closely with Goldman Sachs Ayco Advisors to support their clients
• Leverage your operational background and experience to contribute to a growing business
• Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
• Manage cash balances and private banking services in accounts
• Respond to questions from clients, Ayco account managers and their teams relating to client accounts
• Resolve time sensitive client service-related issues, including complex situations
• Facilitate and execute transactions in accordance with client and Advisor instructions and consistent with internal policies and procedure
• Provide overview of client reporting and web capabilities to potential new clients
• Plan and manage new account onboarding process
• May lead a group of Analysts and provide oversight for workflow, tasks and act as a resource for escalated issues
• Perform any and all additional duties as assigned by the Managing Director and/or Ayco Management team

• Bachelor’s degree required
• Series 7 & 63 required, or must be obtained within 4 months of hire
• Interest in Financial Services Industry
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment
• Strong interest in client service
• Demonstrated excellent verbal and written communication skills
• Demonstrated ability to multi-task in a fast-paced environment
• Proficiency in Microsoft Office programs (Outlook, Excel and Word)

The expected base salary for this Albany, New York, United States-based position is $50,000-$70,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

At Goldman Sachs, we commit our people, capital and ideas to help our…