About Company
Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Our Private Wealth Management (PWM) business provides comprehensive wealth management services to high-net-worth individuals, families, and foundations. We combine the resources of our global firm with an intimate understanding of each client’s unique financial objectives, offering personalized advice and sophisticated solutions across asset allocation, investment management, and financial planning. At Goldman Sachs, we are committed to fostering a culture of excellence, integrity, and client-centricity, empowering our professionals to deliver unparalleled service and innovative strategies.
Job Description
Are you a seasoned financial professional with a passion for helping high-net-worth individuals achieve their financial aspirations? Goldman Sachs Private Wealth Management is actively seeking an experienced and dynamic Wealth Manager to join our growing team in Downtown Thousand Oaks. In this pivotal role, you will be responsible for building and nurturing long-term relationships with affluent clients, understanding their complex financial needs, and crafting bespoke investment and wealth management strategies. You will leverage Goldman Sachs’ extensive global resources, including our leading research, sophisticated investment products, and specialized financial planning tools, to provide holistic financial advice. This isn’t just about managing assets; it’s about becoming a trusted advisor, guiding clients through market cycles, generational wealth transfers, philanthropic endeavors, and complex tax considerations. We are looking for an individual with a proven track record of success in client acquisition, retention, and delivering exceptional client service. The ideal candidate will possess deep market knowledge, an entrepreneurial spirit, and an unwavering commitment to ethical practices and client confidentiality. This is an unparalleled opportunity to advance your career within one of the world’s most respected financial institutions, contributing to our legacy of client success and innovation. If you are driven by intellectual curiosity, possess strong analytical capabilities, and are eager to make a significant impact on your clients’ financial futures, we encourage you to apply.
Key Responsibilities
- Develop and manage comprehensive financial plans for high-net-worth clients, encompassing investment management, estate planning, tax strategies, and philanthropic giving.
- Cultivate and expand a book of business through proactive client acquisition efforts, including networking, referrals, and targeted outreach.
- Conduct in-depth financial analyses and risk assessments to tailor investment portfolios aligned with client objectives and risk tolerance.
- Monitor market trends, economic indicators, and investment performance, providing timely insights and adjustments to client strategies.
- Collaborate with internal specialists (e.g., trust and estate, lending, insurance) to deliver integrated wealth management solutions.
- Prepare and present regular client portfolio reviews, clearly communicating performance, market outlook, and strategic recommendations.
- Maintain strict adherence to all regulatory requirements, compliance policies, and firm-specific guidelines.
- Provide exceptional client service, acting as the primary point of contact for all financial needs and inquiries.
- Mentor junior team members and contribute to a collaborative and high-performing team environment.
Required Skills
- Minimum of 5 years of experience in wealth management, financial advisory, or private banking.
- FINRA Series 7 and Series 66 (or Series 63 and 65) licenses are mandatory.
- Demonstrated expertise in investment management, financial planning, and capital markets.
- Proven ability to acquire, develop, and retain high-net-worth client relationships.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent communication, interpersonal, and presentation abilities.
- High level of integrity, professionalism, and ethical conduct.
- Proficiency with financial software and CRM systems.
Preferred Qualifications
- Certified Financial Planner (CFP®) designation or equivalent advanced certification.
- Master's degree in Business Administration, Finance, or a related field.
- Experience with complex estate planning and multi-generational wealth transfer strategies.
- Established network within the Thousand Oaks and surrounding Southern California affluent communities.
- Fluency in multiple languages is a plus.
Perks & Benefits
- Competitive base salary complemented by significant performance-based bonuses.
- Comprehensive health, dental, and vision insurance plans.
- Generous paid time off, including vacation, sick leave, and holidays.
- 401(k) retirement plan with company match.
- Employee stock purchase program.
- Tuition reimbursement and extensive professional development opportunities.
- Access to a wide array of wellness programs and resources.
- Parental leave and family support benefits.
- Dynamic and collaborative work environment with a focus on career growth.
How to Apply
Interested candidates are encouraged to click on the application link below to submit their resume and a cover letter detailing their relevant experience and qualifications. Please highlight your experience with high-net-worth clients and your approach to building lasting client relationships.