Asset & Wealth Management, Private Wealth Management, GS Family Office, Family Solutions, Associate - San Francisco
- San Francisco, CA
- $80,000-160,000 per year
- Temporary
- Full-time
- Serve as the primary point of contact for a designated book of west coast clients, ensuring their needs for non-investment services are met with professionalism and promptness from onboarding to ongoing support. Services will span reporting, planning and household and administrative needs.
- Identify and assess client needs and opportunities for introducing and embedding new non-investment family office services or solutions.
- Develop and maintain strong, trusted relationships with clients by proactively managing communication regarding delivery of services, special projects and ensuring clients are receiving maximum value for engaged services.
- Address and resolve client inquiries and concerns in a timely and effective manner, coordinating with internal teams and external third parties as needed.
- Partner with PWM teams to manage the client lifecycle throughout their relationship, from preliminary marketing, needs evaluation, service onboardings, and ongoing delivery of services
- Become a subject matter expert for related service offerings. Services will span multiple disciplines, including consolidated reporting, alternatives administration, estate flow mapping, cyber and physical security, domestic staff recruitment, travel, medical advisory, and more.
- Collaborate with external advisors and support staff where applicable, (e.g., accountants, attorneys, personal assistants, property managers) to ensure seamless and integrated client experience.
- Facilitate interaction and workflow among PWA teams, wealth strategists, broader family office solutions colleagues, clients, and third-party tax and legal advisors, to ensure timely deliverables.
- Foster a client centric environment and ensuring the highest quality of service delivery.
- Collaborate, problem-solve, and/or strategize with PWA teams on how best to deliver a solution.
- Act as the ambassador for Family Office, initiate and lead initial discussions with potential clients to understand their needs and introduce the full spectrum of family office services, from a la carte solutions, philanthropy and family governance, to a holistic Private Family Office offering
- Stay abreast of the west coast competitive landscape, and evolving needs of ultra-high-net-worth families to identify new service opportunities and market gaps unique to the West Coast
- Ensuring quality assurance, deadlines and key performance indicators are met and timely
- Work with internal colleagues across Product, Engineering, Compliance, Legal, and third-party vendors to continuously evolve the product offering
- Foster a positive, collaborative and productive team culture
- Bachelor's Degree Required
- 3-5 years of relevant industry experience in a client-facing role (Family office, Wealth Management, or other experience working with high-net-worth families, is preferred).
- Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
- Understanding of financial and performance reporting within wealth management
- Excellent writing and communication skills and a desire to work in a team-oriented environment.
- Outstanding analytical and problem-solving skills.
- Strong attention to detail; strong logical thinker.
- Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality.
- Commitment to excellence and a high level of integrity.
- Self-motivated, and able to balance quality work while meeting short deadlines.
- Deep interest in the financial markets and good investment sense/commercial instinct
- Resourceful, self-starter, attentive to detail with great organizational skills
- Ability to work in a fast-paced environment and think clearly under pressure.
- Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
The expected base salary for this San Francisco, California, United States-based position is $80000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits
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 .