Asset & Wealth Management, Alternative Portfolio Services, Wealth Management Professional, Associate - 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.

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.

Alternative Portfolio Services (APS)

Alternatives Portfolio Services (APS) offers comprehensive discretionary portfolio construction, management, and implementation services for GS Private Wealth (GS PWM or PWM) clients who are looking to invest in the private markets. APS provides clients with a core, diversified portfolio of alternative investments, leveraging high-quality managers on the GS platform.

The APS team sits within Alternative Capital Markets (ACM), part of Asset & Wealth Management at Goldman Sachs. Through ACM, APS offers GS PWM clients access to an open-architecture platform of alternative investments, sourced via the following channels:

• Principal Investments: Proprietary, flagship strategies managed by Goldman Sachs Asset Management. Our teams invest both client and balance sheet capital across asset classes
• Manager Selection Strategies: Manager selection strategies managed by the Goldman Sachs External Investing Group, which seeks to identify top-tier GPs investing in opportunities across the lifecycle of companies
• External Manager Offerings: High-quality external strategies, sourced and structured by the ACM team, offering clients access to a broad platform of custom opportunities
• Private Placements: A highly curated set of co-investment and direct investment opportunities, sourced via the deep networks of Goldman Sachs and our unique partnerships with external managers

APS generally sources investments for client portfolios based on what is broadly available to GS PWM clients through the ACM platform, although may from time to time offer exclusive investment offerings available exclusively to APS and/or a limited subset of clients.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Liaise with PWM teams and partner with Client Onboarding Team, Compliance, Legal and Operations to support all aspects of APS client account onboarding and management
• Facilitate initial onboarding of client relationships, including providing guidance throughout the Account Opening and initial Master Subscription document completion process as well as liaising with Fried Frank to obtain account approvals
• Assist with the accurate and timely booking of trades across multiple alternatives asset classes (e.g., private equity, private credit, private real assets)
• Process and reconcile subscription activity. Resolve any discrepancies or exceptions in a timely manner
• Manage the ongoing processing of all transactions and ad hoc requests related to trade support
• Serve as a liaison with various internal departments, including Operations, Engineering, Strats, Controllers, Risk, and Compliance, to facilitate issue resolution and process improvement
• Participate in group projects to improve quality and efficiency within the team
• Identify opportunities to streamline processes and automate tasks
• Manage subsequent account maintenance, including initiating the annual re-attestation process for accounts
• Serve as a key liaison for PWM teams to support ongoing account monitoring, for purposes including but not limited to performance reporting, portfolio planning, investment veto tracking

A WMP may also be involved in broader APS responsibilities, including:

• APS marketing and portfolio review conversations with teams and clients
• Portfolio management and investment selection review and memo preparation
• Liaising with Engineering and Strats to enable continual improvement in APS infrastructure (e.g., Portfolio Management Dashboard)
• Strategic business building and platform expansion initiatives

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor's Degree Required
• Minimum of 3 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 (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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 here.