Collecting information
Organizing data
Prepare net worth statements, by compiling and maintaining detailed balance sheets reflecting a client's total assets, liabilities, and net worth for strategic planning and reporting. Job Duties: Associate Sales with Goldman Sachs Wealth Services, L. Execute tax planning, projection and review (US a
Create comprehensive wealth management plans, asset allocation, and location strategies for ultra-high net worth individuals and families, as well as select institutions, including foundations and endowments. Prior experience must include two (2) years of experience with a Master's OR five (5) years
Prepare net worth statements, by compiling and maintaining detailed balance sheets reflecting a client's total assets, liabilities, and net worth for strategic planning and reporting. Create estate flowcharts, wills, execute wealth transfer processes, collaborate on drafting or reviewing estate docu
Prior experience must include 18 months of the following: overseeing entering in asset transfer instructions and ensuring that wires and other transfers (journals, DTC, securities transfers, ACH, direct debit, and direct deposit) are transmitted both accurately and in their entirety; working with cl
Wealth Management 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,
Prior employment must include two (2) years of experience with: working with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance or other relevant information needed to develop a financial plan; tax projections and reviewing accur
Required Work Experience: Five (5) years of experience in a pharmacy setting, hospital administration, finance, and or related field.
CyberSearch seeks a Compliance SME Consultant to help build the Compliance function for a new Wealth Management business. Ideal candidate has prior Wealth Management/RIA compliance experience and familiarity with FINRA, SEC, OCC, Federal Reserve, FDIC and CFPB regulations, plus experience with indiv
Prepare net worth statements, by compiling and maintaining detailed balance sheets reflecting a client’s total assets, liabilities, and net worth for strategic planning and reporting. Create estate flowcharts, wills, execute wealth transfer processes, collaborate on drafting or reviewing estate do
What We’re Looking For 1–5 years of experience in audit, compliance, operations, or financial services Strong analytical mindset and attention to detail Advanced Microsoft Excel skills required SQL, Python, or data/automation skills are a major plus Ability to interpret policies and apply t
A leading financial institution is seeking a Relationship Manager III in Miami, FL.
OUR IMPACT Wealth Management: 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
Support month-end, audit, and regulatory reporting activities. Qualifications 2+ years of experience in broker‑dealer operations, cashiering, securities operations, or wealth management operations. Verify transaction documentation and approvals to ensure adherence to regulatory requirements and in
As an independent control function and part of the firm's second line of defense, Compliance assesses the firm's compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training;
Plan and design audit strategies and approaches tailored to clients' industry and risks; ensure compliance with regulatory requirements and accounting standards. Present audit findings and recommendations to senior management or audit committees. Private Equity, Asset Management and Fintech clients.
As an independent control function and part of the firm's second line of defense, Compliance assesses the firm's compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training;
Internal Controls & Compliance: Proven ability to implement and monitor robust internal controls and ensure compliance with regulatory standards. Additionally, the Director ensures rigorous financial reporting, regulatory compliance, and effective internal controls across both development, hotel and
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. Our advisor-led wealth management businesses provide financial planning, inve
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 thei
We're looking for Audit Senior Managers with experience in the Asset Management industry vertical. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Organization, commun