Asset & Wealth Management - Multiple Teams
About the job
- A bachelor's degree in finance, accounting, or a related field is required.
- An advanced degree or degree, such as an MST, MBA, or JD, is required.
- FINRA SIE, Series 7, and Series 66 are required within four months of hire; these qualifications are stated as preferred in the posting.
- At least seven years of progressive experience in financial planning, tax, consulting, or a related field, with significant exposure to single- or multi-family office environments.
- Deep knowledge and practical application of complex financial planning concepts, including advanced tax planning, intricate estate planning, and sophisticated investment management.
- Demonstrated ability to manage client relationships, lead high-performing teams, and influence outcomes across a diverse stakeholder group.
- Communication, interpersonal, and project management skills sufficient to articulate complex strategies clearly and precisely.
- Commitment to confidentiality and discreet handling of sensitive client information.
- Serve as the primary point of contact and lead advisor for a select group of ultra-high-net-worth families, orchestrating comprehensive financial strategies tailored to their needs.
- Manage and integrate advice from internal and external professionals, including attorneys, accountants, and bankers, to support cohesive client outcomes.
- Prepare and critically review financial statements, including balance sheets, income statements, and cash flow statements, to identify trends, opportunities, and challenges.
- Develop and execute tax-efficiency strategies, ensuring compliance and supporting wealth preservation.
- Collaborate with trusts and estates attorneys to design and implement estate plans that facilitate wealth transfer and minimize tax liabilities.
- Design and implement risk-mitigation strategies through insurance planning to safeguard client assets and legacies.
- Analyze and optimize cash-flow dynamics to support liquidity and financial positioning.
- Partner with clients on charitable giving and foundation planning strategies, optimizing tax efficiency and societal impact.
- Monitor, analyze, and report on diverse investment portfolios, including alternative investments, and collaborate with internal and external managers to optimize performance.
- FINRA SIE, Series 7, and Series 66 are preferred; they are required within four months of hire.
About the company
Goldman Sachs provides financial services for corporations, governments, institutions, and individuals, including advisory on mergers and acquisitions, underwriting and distributing securities, asset and wealth management, and market making across fixed income, currencies, commodities, and equities. Its products work by delivering strategic advice, financing, liquidity, and asset management across multiple classes, using client funds and its own capital to raise, deploy, and manage capital for clients. The firm differentiates itself through its global scale, comprehensive range of services, deep client relationships, and long-standing presence in capital markets. Its goal is to help clients raise and deploy capital, manage risk, and grow wealth while earning fees and returns from advisory, trading, lending, and asset management activities.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1869
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Simplify's Take
What believers are saying
- Second-quarter 2026 revenue rose 39.5% to $20.34 billion, crushing estimates.
- Goldman added NEOS Investments in August 2026, boosting active ETF scale.
- The Fed's 2026 softer capital rules and higher dividend support buybacks and returns.
What critics are saying
- Malaysia filed 2026 criminal charges over 1MDB against Goldman units and Jho Low.
- The $500 million 1MDB shareholder settlement extends reputational damage through 2026.
- Succession uncertainty around David Solomon and John Waldron threatens leadership stability into 2027.
What makes Goldman Sachs unique
- Goldman Sachs dominated 2026 M&A fees, reinforcing elite adviser status.
- Its record $4.04 trillion assets under supervision deepen cross-sell across banking and wealth.
- David Solomon's OneGS 3.0 links trading, onboarding, and compliance into firmwide operating leverage.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
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