Strategic Wealth Manager
6 days ago
About Goldman Sachs
We are a leading global investment banking, securities and investment management firm, headquartered in New York. Our team is dedicated to empowering clients and customers around the world to reach their financial goals.
Job Responsibilities
- Drive business strategy and performance by collaborating with Global COOs on initiatives to drive and streamline business-critical projects.
- Lead internal presentations and responsible for generating, distributing, and analyzing weekly, monthly, and annual management reports.
- Analyze variances and trends underlying revenues and expenses, providing regular updates to the business through well-documented commentaries.
- Benchmark against market competitors, client wallet size analysis, GS market share, and ranking.
- Develop creative methodologies to improve business efficiency across markets.
- Manage resource allocation and headcount.
- Manage critical client and advisor feedback, including data management, synthesizing key thematics, and creating reports for both PWM and regional management teams.
Basic Qualifications
- Master's degree in Finance, Economics, Business, or Commerce.
- Experience in the financial services industry, preferably in an analytical or strategy function.
- Strong communication and interpersonal skills.
- Advanced understanding of Microsoft Office products and tools for business use, and familiarity with Business Intelligence tools (Tableau, QlikSense, Altreyx) is advantageous.
- Strong understanding of wealth management, investment advisory, and financial planning products and landscape.
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