Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Boston

In this role, you support Private Wealth Advisors to strengthen existing client relationships and generate new business within Goldman Sachs PWM. You will analyze client portfolios, monitor market trends, and coordinate outreach and events to grow wallet share. You act as the PWM team's primary contact in Salesforce and help drive internal strategy and follow-ups. This position offers exposure to a full suite of wealth management services and a path toward owning a client book of business.

• Support PWAs in managing existing client relationships and pursuing new opportunities
• Conduct client portfolio analyses including asset allocation and risk/return considerations
• Monitor macroeconomic trends and internal research for portfolio impact
• Drive growth for PWM across wallet share and new business
• Develop and implement sustained outreach to prospective clients (presentations, materials, events)
• Serve as the PWM team's central Salesforce contact for client relationship management
• Attend prospective client meetings and coordinate post-meeting follow-up
• Lead internal new business strategy meetings with agenda creation and action tracking

• Bachelor's degree
• 3+ years of related financial services experience
• Interest in pursuing a Private Wealth Advisor role
• Ability to work in a fast-paced environment and under pressure
• Strong interest in financial markets and good investment sense
• Ability to multi-task and collaborate across the firm
• Entrepreneurial spirit and team orientation
• Excellent verbal and written communication
• Strong interpersonal skills and relationship-building
• Creative problem solving
• Strong project management and organizational skills
• SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
• CFA Charter and/or CFP highly encouraged and sponsor-supported

• excellent communication
• strong interpersonal abilities
• team-oriented collaboration
• creative problem solving
• adaptability under pressure
• Salesforce