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Wealth Management Operations Associate Jobs in Illinois

Bank of America

Wealth Management Specialist

Chicago, IL · On-site

$30 - $45/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Establish and align practice operations to strategic vision * Conduct team meetings to drive ...

AllianceBernstein

Private Wealth Associate

Chicago, IL

$68K - $73K/yr

Position Overview Bernstein Private Wealth Management is a premier investment management firm ... Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ...

Advyzon

Operations Associate - Trade Analyst

Lisle, IL · On-site

$65K/yr

AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs ... processes within wealth management, TAMP, or financial services environments preferred.

Busey

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.

Busey Bank

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.

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Infographic showing various Wealth Management Operations Associate job openings in Illinois as of August 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 90% In-person, and 10% Hybrid job distribution.

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate,

Chicago, IL • On-site

Goldman Sachs, Inc.
Finance and Insurance • 10K+ employees
Learn more about Goldman Sachs, Inc.external

Full-time

Re-posted 15 days ago

Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

90th of 176 rated banks

Job description


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, 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.
Private Wealth Management (PWM)
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.
Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team's new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
  • Develop and prepare marketing presentations for prospective clients
  • Analyze investment portfolios for risk and return characteristics
  • Execute portfolio rebalancing and trades
  • Research internal and external investment vehicles for client asset allocation
  • Provide client service and team support
  • Source new prospective clients through cold outreach
  • Serve as team's client relationship management system expert
  • Participate in some of the team's prospective client meetings and follow up, as appropriate
  • Manage new business team meetings and associated action items
  • Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
  • Liaise with various product groups within Investment Management to respond to client needs

QUALIFICATIONS
SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Bachelor's degree
  • Related financial services experience of 3-5 years
  • Interest in pursuing a career as a Private Wealth Advisor
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with a variety of partners across the firm
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving
  • Strong project management and organizational skills
  • Series 3, 7, and 63 required at the time of employment or obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

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 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.
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.html
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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About Goldman Sachs

Sourced by ZipRecruiter

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 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.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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