Asset & Wealth Management, Private Wealth Management, ...
Goldman Sachs - San Francisco, CA
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Join to apply for the Asset & Wealth Management, Private Wealth Management, Capital Markets, Vice President - San Francisco role at Goldman Sachs Job Description Overview AWM, PWM, Capital Markets – Vice President. Private Wealth Management (PWM) is seeking a Vice President to join their team in San Francisco. Our Impact PWM secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. Significant wealth creation in the San Francisco Bay Area has resulted in a region densely populated with ultra-high net worth individuals and families. Bay Area clients frequently have complex balance sheets with highly concentrated equity positions, and they oftentimes have a strong desire for private investment opportunities. We advise and act on behalf of these families in a wide variety of complex risk management and capital markets-related activities. Responsibilities Represent Goldman Sachs PWM’s investment offering and suite of investment solutions in meetings with prospective and current clients, focusing on risk management (especially single stock risk management) and capital markets capabilities. Liaise with multiple business areas—including equity structuring, markets coverage, cross markets, managed strategies and Apex teams—on specific client situations and transactions. Advise clients and assist them in considering the benefits and tradeoffs of maintaining, selling, hedging and/or creating yield on concentrated equity positions. Advise clients on broader risk management considerations around overall equity, credit, interest rate and currency risk in a clear and digestible manner. Remain abreast of current and pending private and public market transactions and the potential diversification needs of various constituencies. Contribute to the design and knowledge of new capital markets and risk management capabilities. Act as a liaison with Sales & Trading in Goldman Sachs Global Banking and Markets to provide real-time information to clients and Private Wealth Advisors on developments in the tech sector and the broader equity market. Be conversant in Goldman Sachs’ full PWM offering and services, representing the Goldman Sachs PWM brand in various forums and capacities in and around the Bay Area and the broader West Coast. Collaborate with San Francisco Regional Management, Private Wealth Advisors and other Wealth Solutions teams to identify new ways of serving clients in the region. Qualifications Bachelors Degree or higher 7+ years’ experience in capital markets, wealth management, asset management, investment banking, or private equity Deep understanding of financial markets with experience working with publicly traded equities; derivatives background preferred Ability to resonate with a wide variety of investor backgrounds, from those new to investing to highly sophisticated family offices Strong quantitative, analytical and problem-solving skills Team player with excellent communication, presentation and interpersonal skills Strong multi-tasking ability to manage multiple projects with different deadlines Self-starter with ability to work independently and in a team environment across group functions Solid work ethic, motivation and attention to detail SIE, Series 7, and Series 63 (must be obtained within 3 months) About Goldman Sachs 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. We’re committed to fostering diversity and inclusion in our workplace and beyond by ensuring every individual has opportunities to grow professionally and personally. Learn more about our culture, benefits, and people at /careers. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2025. All rights reserved. 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. Compensation & Benefits The expected base salary for this position is $85,000-$270,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Goldman Sachs provides a comprehensive benefits program for eligible employees. Employment details Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Goldman Sachs. #J-18808-Ljbffr
Created: 2025-09-17