Asset & Wealth Management, Private Wealth Management, Markets Coverage, Wealth Management Professional, Analyst - Dallas

YOUR IMPACT

A Wealth Management Professional (WMP) will work to provide operational support to various business lines. A WMP will provide support to sales across all aspects of the trade execution life cycle, including new account onboarding, account documentation (OTCs, listed options, etc.), pre-trade suitability & setup checks, and post-trade monitoring. The role will involve working with other internal teams including operations, compliance, middle office, legal and wealth management teams. Additionally, a WMP may provide support for situations involving restricted & control stock. This may include providing Filings support for wealth management teams, relaying execution details to external Issuers for required filings, and working with internal operations and external stakeholders for share clean-up and delivery.  THIS ROLE IS FOR A 2026 START. 

OUR IMPACT 

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.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Markets Coverage Group (MCG)

The Markets Coverage Group (MCG) is part of Private Wealth Management within Goldman Sachs. MCG provides an institutional style coverage model, from a sales trading and research sales perspective, for wealthy sophisticated, individuals and large family office groups, as well professional, institutional investors including hedge funds and investment advisers. MCG advises its clients on investments and trades, both macro and micro, across the capital structure. A Wealth Management Professional in the Markets Coverage Group will provide support to the sales representatives in the implementation of new client accounts, trade execution and ongoing servicing of existing clients.

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Serve as primary contact to the team's clients for all account and trade servicing related issues.
• Serve as resource to multiple representatives in supporting client relationships for the team.
• Provide overview of client reporting and web capabilities to potential new clients.
• Process and reconcile daily trading
• Manage the ongoing processing of all transactions and ad hoc requests.
• Serve as key liaison to other areas supporting PWM clients including operations, performance and compliance, including cross divisional operational groups.
• Participate in group projects to improve quality and efficiency within the client services team
• Plan and manage the new account onboarding process, including documentation and funding supported by account opening and approval teams

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor's Degree Required
• Minimum of 1-2 years of experience 
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent communication skills
• Strong organizational skills
• Team player
• Detail-oriented
• Knowledge of Windows technology (Outlook, Excel and Word)
• SIE, Series 7 and 63 required (to be obtained within first three