Asset & Wealth Management, Ayco Private Wealth Management, Wealth Management Professional, Analyst - Albany, NY

At Goldman Sachs, we connect people, capital, and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

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 (Ayco) 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 believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. 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.

Ayco Private Wealth Management provides a variety of investment advisory, portfolio management and trading/account services directly to Ayco clients, and is a resource for Ayco's Advisors.

The primary function of this position is to provide comprehensive support to Private Wealth Advisors and PWA client accounts, including issue-spotting and generating investment and ideas to assist the PWA. An Analyst may also be responsible for oversight of daily workflow and other supervisory related tasks.

Responsibilities
* Work closely with Private Wealth Advisors to support their PWM 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 PWA client accounts.
* Resolve time sensitive client service related issues, including complex situations.
* Facilitate and execute transactions in accordance with client and PWA instructions and consistent with internal policies and procedures.
* Oversee the establishment of client files in accordance with required guidelines.
* Provide overview of client reporting and web capabilities to potential new clients .
* Plan and manage new account on boarding 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 PWM Management team.

Qualifications/Requirements
* 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 (ex. Outlook, Excel and Word)