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Wealth Simple Jobs (NOW HIRING)

Senior Wealth Analyst

Sewickley, PA · On-site

$81K - $101K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Senior Wealth Analyst

Columbus, OH · On-site

$82K - $102K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Senior Wealth Analyst

Boston, MA · On-site

$80K - $110K/yr

... Wealth Advisors * Completes financial plans, investment reports, tax and estate analysis as ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

NY · On-site

$139.70 - $232.90/hr

At M&T, our purpose is a simple one: **make a difference in people's lives and uplift the ... wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a ...

Showing results 21-40

Wealth Simple information

What is Wealth Simple?

Wealth Simple is a financial technology company that offers automated investment management, financial planning, and other wealth management services primarily through an online platform. It is designed to make investing easy and accessible, allowing users to open accounts, set financial goals, and invest in diversified portfolios with low fees. Wealth Simple uses algorithms to manage investments and offers features such as socially responsible investing and tax-loss harvesting. The platform is popular among individuals looking for a simple, hands-off approach to investing without the need for traditional financial advisors.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need strong analytical skills, financial planning expertise, and typically a degree in finance or a related field, often supported by certifications like CFP or CFA. Proficiency with portfolio management software, CRM systems, and financial analysis tools is important. Excellent communication, relationship-building, and problem-solving abilities help you connect with clients and tailor solutions to their needs. These skills are vital for building trust, delivering personalized financial strategies, and achieving long-term client satisfaction and retention.

What is the difference between Wealth Simple vs Financial Advisor?

AspectWealth SimpleFinancial Advisor
CredentialsGenerally no required certifications, but some advisors hold CFP or CFAOften required to hold certifications like CFP, CFA, or CPA
Work EnvironmentOnline platform, digital advice, and automated servicesIn-person or virtual meetings, personalized client service
Employer & Industry UsageFintech companies, online investment platformsBanking institutions, independent firms, wealth management firms

Wealth Simple primarily offers automated, online investment services with minimal human interaction, while Financial Advisors provide personalized, face-to-face financial planning and investment advice. Both roles serve clients seeking financial growth, but differ in approach, credentials, and work environment.

How does collaboration typically work between WealthSimple team members in product and engineering roles?

At WealthSimple, team members in product and engineering collaborate closely using agile methodologies. Cross-functional squads are common, where product managers, engineers, and designers work together from concept to launch. Regular stand-ups, sprint planning, and retrospectives help ensure alignment and open communication. This structure allows for rapid iteration, shared ownership of projects, and opportunities to learn from peers in different specialties, making it an engaging and supportive environment for growth.
More about Wealth Simple jobs

What cities are hiring for Wealth Simple jobs?

Cities with the most Wealth Simple job openings:

What states have the most Wealth Simple jobs?

States with the most job openings for Wealth Simple jobs include:

Infographic showing various Wealth Simple job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, 7% Contract, and 1% Nights. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Asset & Wealth Management, Private Wealth Management, Invest Strategy, Tactical Asset Allocation Tea

Goldman Sachs, Inc.

New York, NY • On-site

Full-time

Re-posted 4 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks


Job description


YOUR IMPACT
ISG is seeking an Emerging Markets Economist to join its Tactical Asset Allocation team.
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 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.
Investment Strategy Group (ISG)
The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns.
The Tactical Asset Allocation team (TAA) within ISG seeks to generate tactical alpha for clients' portfolios by investing across macro asset classes (equities, fixed income, currencies and commodities). In addition to its investment mandate, the TAA team publishes several widely distributed reports and Outlooks each year, and is responsible for disseminating and communicating macro investment views to the firm's clients.
This position will be based in New York and is an integral part of ISG's dissemination and communication of macro views relating to emerging markets.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Collaborate with ISG colleagues to conduct economic analysis that will help identify top-down, macro-driven investment opportunities in emerging markets
  • Interpret and comment on key economic data releases and policy developments.
  • Develop and communicate views on the economic outlook and central bank policy in key emerging markets
  • Maintain and build analytical tools and models to monitor and project economic growth, inflation, and interest rates
  • Build and maintain presentations and client communications
  • Present economic views to internal and external clients

SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Master's degree (U.S. or equivalent) in economics
  • At least 5 years of experience in the financial services industry with a focus on emerging markets
  • Strong analytical and writing skills
  • Experience with econometric analysis and coding (preferably in Python)
  • Deep curiosity and passion for the intersection between macroeconomics and markets
  • Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
  • Attention to detail, patience, flexible attitude, and ability to multi-task under pressure
  • Collaborative and teamwork oriented
  • SIE, Series 7 and Series 63 required (must obtain 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 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., 2021. 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.
Salary Range
The expected base salary for this New York, New York, United States-based position is $115000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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Goldman Sachs logo

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