Asset & Wealth Management, Private Wealth Management, Apex, Vice President - Dallas
On-siteDallas, Texas, United States
Job Summary
Cultivate deep relationships with the firm's largest family offices and deliver the breadth of Goldman Sachs' capabilities through direct client and PWA coverage. Develop connectivity within the Firm to source and provide access to differentiated private equity, fixed income, and alternative investment products. Act as a central point of coordination across Investment Banking, Asset Management, Alternatives, and Private Wealth Management to deliver holistic, client-centric solutions. Communicate investment opportunities with sales teams and directly to Apex clients while working on business development initiatives including managing client-related events, spearheading product development, and improving sourcing channels.
Required Qualifications
- Bachelor's Degree
- Demonstrated orientation toward and interest in understanding financial markets
- At least 5 years of relevant industry experience
- Demonstrated history of commercial prowess and success
- Excellent interpersonal skills
- Desire to work in a team-oriented environment
- Ability to excel in an unstructured, entrepreneurial, business building mode of a new business
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong analytical and organization skills
Desired Qualifications
- SIE
- Series 7
- Series 63
- Experience related to investment banking
- Experience related to private equity
- Experience related to growth equity
- Experience related to structured credit
- Experience related to illiquid public markets
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