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asset & wealth management - software engineering - vice president - new york Jobs in New York

wealth management manager

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
 <br/>
 <br/>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
 <br/>
 <br/>
 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
  </li>
  <li>
   Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
  </li>
  <li>
   Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
  </li>
  <li>
   Prepare client-facing materials depicting asset allocation and performance
  </li>
  <li>
   Diligence internal and third-party investment opportunities across the public and private markets
  </li>
  <li>
   Synthesize research material and communicate firm views to clients
  </li>
  <li>
   Support business development efforts by researching qualified prospects and tracking relevant capital raises
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Experience We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's Degree required
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in the financial markets and good investment sense/commercial instinct
  </li>
  <li>
   Ability to multi-task and work with numerous colleagues and desks across the Firm
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Strong organizational and interpersonal skills
  </li>
  <li>
   SIE, Series 7 and 63 required (must be obtained within three months of employment)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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.htl
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 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 .
</div>


Asset & Wealth Management, Private Wealth Management, Financial Analyst - New York

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate engages with us through their first 30 days with the company.
</p><p>As a Full Lifecycle Executive Recruiter within JPMorgan, you will ensure your clients are optimally positioned to attract, source, and recruit top talent, both internally and externally. You will be responsible for staffing the business with quality hires, offering strategic talent acquisition solutions, and proactively building pipelines for future needs. As a segment subject matter expert, you will oversee the entire recruitment lifecycle for roles within your segment.
</p><p><b>Job Responsibilities</b></p><ul>
<li>Qualify new searches, ensuring information is accurate and job descriptions align with global guidance</li>
<li>Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls and policies</li>
<li>Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market</li>
<li>Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required</li>
<li>Evaluate (screen), interview and present qualified candidates to hiring managers
</li><li>Partner with the interview scheduling team to arrange candidate interviews with hiring teams</li>
<li>Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time</li>
<li>Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations</li>
<li>Conduct pre-offer candidate calls and take ownership of offer negotiation and management</li>
<li>Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place</li>
<li>Present to and update senior client groups on recruiting activity and manage escalations effectively</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul>
<li>6+ years of experience working within a recruiter role either in-house or within a talent acquisition agency
</li><li>Experience sourcing and pipelining talent
</li><li>Demonstrate excellent client management skills
</li><li>Demonstrated ability to build relationships and deliver a first class candidate experience</li>
<li>Excellent communication skills both written and verbal</li>
<li>Demonstrated ability to present recruiting activity to senior clients when required</li>
<li>Demonstrated ability to manage client expectations and escalations where appropriate</li>
<li>Good prioritization and organizational skills with the ability to multi-task
</li><li>Demonstrated ability to work independently and as part of a wider team
</li></ul><p><b>Preferred qualifications, capabilities, and skills</b></p><ul>
<li>Microsoft PowerPoint, Excel, Adobe skills</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div><div><br>
<br>
</div><div>Human Resources plays a critical role in driving the employee experience, shaping the firm&rsquo;s culture and building a diverse and inclusive workforce. We are a strategic partner to the business &mdash; working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.</div></div>

Asset & Wealth Management Executive Recruiter

<div><div><div><div><div><div><div><p><b>Asset &amp; Wealth Management</b></p>
<p>
A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p><b>
Your Impact</b><br>
We are seeking a highly quantitative analyst to join our Pricing Analysis &amp; Strategies (PAS) team with Goldman Sachs Asset Management (GSAM). In this role you will help enhance and improve GSAM&rsquo;s fixed fee (FF) and performance fee (PF) pricing effectiveness, provide a centralized resource for all aspects of GSAM&rsquo;s PF business, and manage the application for the Most Favored Nations clauses (MFNs) across GSAM.</p>
<div><b>
Our Impact</b><br>
The PAS team sits within GSAM and partners with GSAM&rsquo;s portfolio management and institutional sales teams located in financial centers around the world. PAS has three primary objectives associated with structuring the pricing paid by GSAM&rsquo;s institutional clients to invest in GSAM&rsquo;s investment products.<br>
1. Enhance and improve GSAM&rsquo;s FF and PF pricing effectiveness. Influence and optimize both FF and PF pricing; Build and strengthen analytical pricing models and tools; Educate product and distribution teams on pricing analytics and impact of pricing effectiveness; Develop and leverage websites to achieve an efficient pricing process; and Track and report pricing effectiveness.<br>
2. Provide a centralized resource for all aspects of GSAM&rsquo;s PF business. Negotiate and close new PF business; Optimize PF methodologies, language, and vesting dates in Investment Management Agreements (IMAs) and Offering Memoranda (OMs); Create monthly PF projection metrics packages for senior management; and calculate actual PFs upon vesting for Client Billing.<br>
3. Manage the application of MFNs across GSAM. Establish criteria for accepting MFN proposals; Drive MFN negotiations with clients; Optimize and approve MFN language in client IMAs; and Track and report MFN investment mandate population.<br>
<br>
<b>Responsibilities</b><br>
<ul><li>Contribute to new business development initiatives: Focus on all aspects of pricing opportunities with GSAM&rsquo;s institutional clients and prospects for investments in equities (stocks), fixed income (bonds), and alternatives (currencies, commodities, real estate, etc.).</li><li>Improve GSAM&rsquo;s institutional asset management pricing processes: Analyze revenue and profitability of GSAM&rsquo;s new and existing business; Identify trends in pricing of GSAM&rsquo;s new business versus existing business; Compare GSAM&rsquo;s pricing to competitor pricing; Collect and analyze data on published fee schedules, as well as actual fees paid by large institutional clients of GSAM and competitors.</li><li>Assist with business support activities: Project future performance fee earnings; Calculate actual performance fee vestings; Allocate multi-product revenues to product teams; and Validate compliance with MFNs.</li></ul></div>
<div><b>
Basic Qualifications</b><br>
<ul><li>Masters/Bachelor&rsquo;s degree with an Economics, Engineering, Finance, Mathematics, or Statistics major</li><li>Strong quantitative and technical abilities</li><li>Strong interest in the financial markets and good investment sense/commercial instinct</li><li>Interest in Chartered Financial Analyst designation (CFA)</li><li>Drive, enthusiasm, creativity and excellent interpersonal skills</li><li>Strong analytical, problem solving and organizational skills, entrepreneurial, creative thinker, detail-oriented</li><li>Personal integrity, initiative and leadership qualities</li><li>Strong verbal and written communications skills</li><li>Strong multi-tasking and time management skills</li><li>Ability to work as part of a team in an environment that demands excellence, time and energy</li></ul></div><br>
<p></p>
<div>
<p><b>Salary Range</b>
<br>
The expected base salary for this New York, New York, United States-based position is $85000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
</p>
<p><b>Benefits</b>
<br>
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.
</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
New York
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 85,000 - 110,000</p>

Asset & Wealth Management, AWM Public Finance, Pricing Analysis & Strategies, Analyst - New York

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
We are seeking a highly organized and analytically minded content strategist and writer. This role is ideal for an experienced professional who is passionate about content marketing and thought leadership, particularly within the financial services sector.</p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
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.</p>
<p><b>
Wealth Management Content Marketing</b></p>
<p>
The Wealth Management Content Marketing team is responsible for developing and executing digital campaigns across owned and earned channels that generate new business with prospects and clients, supports client retention, and builds brand equity. We partner with the business to deliver campaigns that drive consideration and deepen relationships. We operate at a fast pace and have multiple campaigns and projects in market at any time.</p>
<p>
The ideal candidate will have a proven track record of writing content on the markets, investing and wealth planning within a large financial institution grounded in research and rigor. Content would include articles, white papers, web pages and video scripts, as well as copy for promotional channels like social and newsletters. They must have excellent project management skills and hands on execution experience routing content through approvals including complex legal and compliance reviews, incorporating feedback, editing and publishing on the web.</p>
<p>
This role can be based out of New York City and will report to the lead editor.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li><b>
Create and Refine Content</b>: Write timely, intelligent thought pieces for white papers, email, web and social that serves to elevate the brand, drive lead gen and engage and retain clients.</li><li><b>
Maintain Brand Consistency</b>: Adhere to brand guidelines, tone, voice, and messaging architecture to ensure consistency across all content.</li><li><b>
Simplify Complex Topics</b>: Translate complex financial concepts into engaging, accessible content for target audiences.</li><li><b>
Promotion:</b> Work with our promotions lead to initiate and develop comms/promotional plans for content campaigns and to draft engaging promotional copy for use across channels including web, social media, newsletter, email and more.</li><li><b>
Research and Reference</b>: Identify and cite credible sources for articles, white papers, and case studies. Develop relationships with private wealth advisors to deliver the most relevant content to clients and prospects.</li><li><b>
Project Management</b>: Navigate project management systems and collaborate with teams to meet deadlines and deliver high-quality content.</li><li><b>
Review and Compliance</b>: Manage editorial, subject matter, and regulatory reviews to ensure content meets the highest standards.</li><li><b>
Analysis and Measurement</b>: Analyze content performance and integrate learnings into writing.</li></ul>
<p><b>
EXPERIENCE &amp; SKILLS WE&rsquo;RE LOOKING FOR</b></p>
<ul><li>
Bachelor&rsquo;s Degree required (preferably in Communications, Journalism or English)</li><li>
Excellent time management with the ability to manage multiple complex projects to completion. Strong organizational skills and ability to meet tight deadlines.</li><li>
A fast learner and self-starter that can work independently and proactively. Agile and can switch gears based on project prioritization.</li><li>
Bachelor&rsquo;s Degree (BA/BS) in Journalism, English or Communications. Exceptional written and verbal communication skills, including the ability to craft compelling narratives to diverse audiences. Proven copy writing and strong grammar and proofreading skills.</li><li>
3+ years of experience in content marketing within a large financial institution. A proven track record of developing and executing digital content strategies across multiple channels including web, email, social and formats like video and audio.</li><li>
Demonstrated expertise in content publishing processes, including rigorous legal and compliance reviews, within a regulated financial services environment.</li><li>
Proficiency with analytics and ability to leverage data to measure content performance, optimization, and strategic decision-making. A practical, data-driven mindset with an eagerness to learn and adapt.</li><li>
Experience in using artificial intelligence in writing a plus.</li><li>
Experience with ultra-high net worth audiences a plus.</li><li>
Strong interpersonal, matrixed team relationship management skills. Willing to work with stakeholders across the business at all seniority levels.</li><li>
Personal commitment to accuracy, strong attention to detail and proactive risk management mindset. Experience in compliance-driven environment.</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
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.</p>
<p>
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. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.</p>
<p>
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.</p>
<div>
<p><b>Salary Range</b><br>
The expected base salary for this New York, New York United States based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>Benefits</b><br>
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.</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Marketing
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 85,000 - 160,000</p>

Asset & Wealth Management, Wealth Marketing, PWM Content Writer, Associate - New York

Savvy Wealth

<div><div><div><p>Location</p><div>
NYC Office</div></div><div><p>
Employment Type</p><div>
Full time</div></div><div><p>
Location Type</p><div>
Hybrid</div></div><div><p>
Department</p><div>
Growth</div></div><div><p>
Compensation</p><ul><div><p>
$135K &ndash; $150K &bull; Offers Equity</p></div></ul></div></div><p></p><div><div><div><div><b>
About Savvy Wealth:</b></div><p>
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don&rsquo;t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.</p><p>
Savvy is changing that. We&rsquo;re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.</p><p>
We&rsquo;ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who&rsquo;ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.</p><p>
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We&rsquo;ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!</p><p></p><p><b>
The Role</b></p><p>
We are seeking a Manager, Strategic Growth to join our dynamic Advisor Growth team. The Manager will report to our Chief Growth Officer and lead a team of remote Strategic Growth Associates, who are pivotal to attracting the best financial advisors to Savvy Wealth.</p><p>
Our Strategic Growth Associates are a dynamic outbound recruitment team responsible for identifying, sourcing, and nurturing financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. The Manager for this team will bring strong mentorship, operational excellence, and best practices to ensure that our GTM motion is highly effective and scalable as we continue to grow.</p><p><b>
Responsibilities:</b></p><ul><li><div>
Own recruitment, training, and management for a team of high performing Strategic Growth Associates.</div></li><li><div>
Build a highly engaged and motivated team culture that fosters the success and development of each team member.</div></li><li><div>
Work closely with our Strategic Growth Managers and Chief Growth Officer to optimize a seamless sales cycle that is tailored to the financial advisor experience.</div></li><li><div>
Develop an in-depth understanding of our industry and target companies in order to implement targeted recruiting strategies and initiatives.</div></li><li><div>
Stay up-to-date on industry trends, best practices, and competitive talent landscapes.</div></li><li><div>
In partnership with Revenue Operations, utilize best practices for systems &amp; metrics in order to ensure team alignment and data-driven decision making.</div></li></ul><p><b>
Must Have:</b></p><ul><li><div>
Strong background in full-cycle recruiting, ideally in the Financial Sector or recruiting revenue-producing candidates</div></li><li><div>
2+ years of experience managing a team that is responsible for sales or recruitment quota attainment</div></li><li><div>
A proactive, collaborative approach to leadership that facilitates strong intra team and cross functional productivity.</div></li><li><div>
Bachelor&rsquo;s degree in Business, HR, or a related field</div></li><li><div>
Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).</div></li></ul><p><b>
Nice to have:</b></p><ul><li><div>
Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers.</div></li><li><div>
Comfortable working in a fast-paced, early-stage startup environment</div></li></ul><p><b>
Benefits:</b></p><ul><li><div>
Competitive salary and equity package</div></li><li><div>
Unlimited PTO + paid company holidays</div></li><li><div>
Access to holistic medical, dental, and vision plans</div></li><li><div>
Company 401(k), Commuter, and HSA/FSA plans</div></li><li><div>
NYC office in the heart of Manhattan</div></li><li><div>
Lunch and snacks provided in the office</div></li><li><div>
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care</div></li><li><div>
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)</div></li></ul></div></div></div></div><p></p>

Manager, Strategic Growth Associates

<div>
 <strong>
  Job Description
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 </strong>
 <em>
  Position Overview:
  <br/>
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 </em>
 <ul>
  <li>
   Provide high-level, proactive administrative support to a complex team of Managing Directors, lenders, and underwriters. This role requires a high degree of multitasking, discretion, and the ability to navigate a dynamic corporate environment.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Job Summary &amp; Responsibilities
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  <br/>
 </strong>
 <ul>
  <li>
   Proactively coordinate and maintain complex and extremely dynamic calendars including coordination of senior-level internal &amp; client meetings, deal reviews, strategically prioritizing meeting requests and all related logistics.
  </li>
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   Anticipate potential calendar conflicts and engagements, while proactively resolving all scheduling challenges.
  </li>
  <li>
   Manage high volume of phones calls, interacting with high level business leaders, executives and clients in a professional and effective manner.
  </li>
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   Handles highly confidential and sensitive client information with utmost discretion.
  </li>
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   Responds and follows up on client requests in a timely manner.
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   Coordinates domestic and international travel arrangements, including visa procurement when applicable.
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   Meticulously process and track expense reports in a timely manner, reconciling credit card statements or related expenses in compliance with firm policy
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   Prepares and distributes business correspondence, signatures, memos, letters, reports or other documents as requested.
  </li>
  <li>
   Participation in ad-hoc and general administrative duties (copying, filing, faxing, archiving, shipping, supplies etc.), ad-hoc projects, committees and/or event planning.
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   Works with conference and catering services for meetings and client engagements as needed.
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   Maintains understanding of firm policies and handles certain issues independently.
  </li>
  <li>
   Provide backup support to peer assistants and participate in ad-hoc projects or event planning committees.
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  </li>
 </ul>
 <strong>
  Skills &amp; Qualifications
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 </strong>
 <ul>
  <li>
   Experience supporting multiple executive(s) in a complex, fast-paced environment, preferably in financial services, private sector or government.
  </li>
  <li>
   Demonstrated ability to manage multiple priorities, anticipate needs, and proactively adapt to rapidly challenging demands.
  </li>
  <li>
   Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information.
  </li>
  <li>
   Requires excellent interpersonal and communication skills, both written &amp; verbal. Ability to display a consistent, professional degree of communication.
  </li>
  <li>
   Extreme attention to detail and organizational skills, with ability to prioritize tasks.
  </li>
  <li>
   Quick learner and self-starter with excellent anticipation skills.
  </li>
  <li>
   Pro-active problem solver and independent thinker; ability to follow-up as often as necessary.
  </li>
  <li>
   Highest degree of integrity, professionalism, and diplomacy is required.
  </li>
  <li>
   Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.
  </li>
  <li>
   Familiar with expense platforms such as SAP Concur.
  </li>
  <li>
   Supportive team player with a positive attitude.
  </li>
  <li>
   Ideal candidate has at least 6-8 years of experience.
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  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $70000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
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 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 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 .
 <br/>
 <br/>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 We&rsquo;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
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.
 <br/>
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 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.
</div>


Asset & Wealth Management, Administrative Assistant, New York

BlackRock

<div><div><div>Location:</div>
<div><div><b>New York, New York</b></div>
</div></div><div><div>Team:</div>
<div><b>Sales &amp; Relationship Mgmt</b></div>
</div><div>Job Requisition #: <b>R263885</b></div>
<div>Date posted: <b>Apr. 28, 2026</b></div></div><p></p>
<br><div><h2 class="jobSectionHeader"><b>Job description</b></h2>
<div><p><b>About this role</b></p><p><b>
Job Description: Offshore Wealth &ndash; Manager Research (Associate, New York)</b></p><p><b>
About this role</b></p><ul><li>
The Offshore Wealth Manager Research team sits at the center of the business, driving strategy, business development, and client sales enablement with U.S.-based Wealth Management firms serving global investors. The team partners closely with Market Leaders, Sales Desk, Product, Portfolio Management, Marketing, Legal, and Operations to scale the Offshore Wealth platform across the Americas.</li><li>
This role is responsible for helping shape and execute the Offshore Wealth growth agenda, with a focus on expansion of investment solutions, platform and product due diligence, product selection, and model delivery. The role blends strategic thinking, investment expertise, and commercial execution, acting as a force multiplier for field sales and a key interface with internal product partners.</li><li>
This Manager Research role is a strategic pillar for Offshore Wealth&mdash;shaping what the business brings to market, how it is delivered on platforms, and how effectively it is positioned with advisors serving global clients. Success in this role directly impacts solution adoption, AUM growth, and the scalability of the Offshore Wealth franchise.</li></ul><p><b>
Primary Responsibilities</b></p><ul><li>
Partner with Offshore Wealth leadership to define and execute business growth priorities across client firms.</li><li>
Lead platform due diligence, product reviews, and product selection processes with U.S. wealth platforms, private banks, and broker-dealers.</li><li>
Drive client business development, including managing client relationships, execute commercial plan.</li><li>
Work closely with Market Leaders and the Sales Desk to enable client conversations, including platform availability, portfolio construction frameworks, and competitive positioning.</li><li>
Serve as a subject-matter expert across the Offshore Wealth investment platform, including ETFs, mutual funds, SMAs, Private Markets.</li><li>
Develop an understanding of client needs and help identify opportunities where BlackRock&rsquo;s capabilities can deliver value.</li><li>
Manage recurring client deliverables and track business opportunities, team priorities, and progress against strategic goals.</li><li>
Build effective working relationships with internal partners (PMs, sales, product, marketing, legal/compliance, RFP).</li><li>
Synthesize and communicate client insights, platform trends, and market intelligence.</li><li>
Travel as needed for client meetings and events.</li></ul><p><b>
Skills</b></p><ul><li>
Interest in financial markets and familiarity with investment products. Resourceful team player who is also capable of working independently.</li><li>
Strong relationship‑building skills across functions.</li><li>
Exceptional work ethic, analytical ability, and problem‑solving skills; intellectually curious and data‑comfortable.</li><li>
Strong project management and organizational skills.</li><li>
Ability to operate effectively under pressure and tight deadlines.</li><li>
High energy, adaptable, detail‑oriented, and committed to excellence. Client‑centric mindset with professional presence.</li><li>
Excellent written and verbal communication skills.</li></ul><p><b>
Position Requirements</b></p><ul><li>
3&ndash;6 years of experience in the investment industry or related field; relationship management or sales experience preferred.</li><li>
BA/BS degree required.</li><li>
Series 7 and 63/65 or 66 required.</li><li>
Clean compliance record with no prior restrictions related to product distribution.</li></ul>
For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
<p><b>
Our benefits</b><br>
<br>
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.</p><p><b>
Our hybrid work model</b></p><p>
BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.</p><p><b>
About BlackRock</b></p><p>
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.</p><p>
This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.</p><div>
For additional information on BlackRock, please visit @blackrock<div>
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 | Twitter: @blackrock<div>
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 | LinkedIn: www.linkedin.com/company/blackrock<div>
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BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. <b>View the </b><b>EEOC&rsquo;s Know Your Rights poster and its supplement</b><div><b>
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 and the </b><b>pay transparency statement</b><div><b>
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.</b></div><div>
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com<div>
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. All requests are treated in line with our <b>privacy policy</b><div>
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.<div>
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BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.</div>
<div><div><b>Job Requisition #</b>
<br>
R263885</div></div></div><p></p>

Associate, Offshore Wealth - Manager Research

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