Wealth Management, Ayco, Analyst

About the Role

At Goldman Sachs Wealth Management, we empower clients globally to achieve their financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, investment management, banking solutions, and strategic advice. Our consumer business offers digital solutions for spending, borrowing, investing, and saving. Our sustained growth is driven by our people, clients, technology, data insights, and design.

Goldman Sachs Ayco (Ayco)

Ayco partners with Fortune 1000 companies to design and implement financial planning programs for their workforce. Leveraging Ayco's 50-year legacy and Goldman Sachs' resources, we address employees' evolving financial needs. We believe companies serve stakeholders better when employees have clarity and control over their finances. Ayco's advisors and specialists guide clients through education and implementation across seven financial disciplines, including employee benefit planning.

Key Responsibilities

• Strategic Client Engagement: Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals.
• Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning.
• Cultivate Client Relationships: Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, gathering information and delivering expert financial advice.
• Tax Expertise: Prepare accurate and timely income tax returns for clients.
• Project Leadership & Support: Contribute to and lead financial planning projects and in-depth analyses.
• Operational Excellence: Understand brokerage account operations, including opening, funding, and transaction processing.
• Service Model Immersion: Participate in client meetings to gain insights into our service delivery model and client deliverables.

Requirements & Tech Stack

• Microsoft Office Suite: Demonstrated working knowledge of Excel, Word, PowerPoint, and Outlook.

Qualifications

• Bachelor’s degree required.
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire.
• Exceptional organizational and multitasking skills.
• Superior written and verbal communication skills.
• Unwavering commitment to maintaining the highest level of confidentiality and discretion.
• Enthusiastic and positive approach to problem-solving and delivering unparalleled client service.
• Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork.
• Innovative, demonstrate proactive time management, and possess strong follow-through.