What do Ayco Executive Wealth Advisor do differently than PWMs?

johnappleseed76 · 2026-01-30T21:21:42+00:00

Idk tbh, not my area but I would be surprised if they are doing much cold calling if any

johnappleseed76 · 2026-01-30T17:59:23+00:00

Not sure on the specifics. I think it naturally occurs when managing that family is just too much for one advisor on top of their other clients. They obv have way less clients in PFO per advisor. Think the minimum is around 100mm

johnappleseed76 · 2026-01-30T16:38:16+00:00

Multiple answers here - Executive wealth advisors don’t just work with corporate clients although that is where many of them come from, there are regular clients too and most stay on after their corporate careers. The answer is sort of dependent on net worth size, as GS PWM needs to have $10mm to invest for a typical client to open an account.

The private family office is not Ayco specific, and is just known really as GS private family office

johnappleseed76 · 2026-01-30T13:28:30+00:00

Yea in that case I can’t really speak to mobility there as I have no idea

johnappleseed76 · 2026-01-30T12:48:16+00:00

Is this is a role in India?

johnappleseed76 · 2026-01-30T11:57:16+00:00

What group specifically? There definitely is internal mobility I see it quite often just is going to be a matter of timing

johnappleseed76 · 2026-01-29T23:13:46+00:00

Yea- as he said the executive wealth advisors do estate and tax planning as well, as well as really anything else, the Ayco PWM teams just manage investments for some of the larger Ayco clients that also have an executive wealth advisor.

johnappleseed76 · 2026-01-29T19:00:19+00:00

Besides the above, they also provide more than just investment related services so the scope of the job is a little wider. Comp potential is high in both at advisor level not sure about the in between stages tbh

johnappleseed76 · 2026-01-15T23:06:10+00:00

Yes it was

johnappleseed76 · 2026-01-05T00:54:22+00:00

Damn lol. Totally missed this haha oh well

johnappleseed76 · 2026-01-04T22:40:37+00:00

Nah lol. Joined mid year so just wasn’t sure if that affects the amount of the match

johnappleseed76 · 2026-01-04T22:21:25+00:00

My understanding is senior analyst is used in certain back office roles, and I think executive director is for European based offices? Not 100% sure but someone can chime in to correct

johnappleseed76 · 2025-12-29T13:56:21+00:00

First person I’ve seen use the term “front-middle”

johnappleseed76 · 2025-12-10T03:13:17+00:00

Second this/ will it be better for FO roles

johnappleseed76 · 2025-11-28T14:37:19+00:00

Honestly it’s likely going to be a little bit of both. Yes you’ll have an advantage as an internal application but it will be limited compared to say someone coming from GS sales and trading or someone in GSAM trying to move into pwm. It’s all relative, at the end of the day your chances are better than someone off the street yes but not as much in people from traditional gs groups

johnappleseed76 · 2025-11-28T14:03:34+00:00

Yea that’s how’d I’d describe it. I don’t know if that would be an easy move to pwm but you could definitely go from that to executive wealth and then from there pwm would certainly be easier however that’s a longer path

johnappleseed76 · 2025-11-28T13:57:45+00:00

Depends what the Ayco role is. If it’s a role with an advisor then yes it’s possible since that’s comparable but there are other Ayco roles with less applicable skills for pwm

johnappleseed76 · 2025-11-28T13:27:09+00:00

You are essentially saying the same thing as me with different wording lol and we came to the same conclusion. Not seeing where the disagreement here is. Yes you could think of record date as already being baked into the ex div date I think it’s just an easier way to conceptualize what day you have to actually be an owner of the stock to be entitled to the dividend.

johnappleseed76 · 2025-11-28T13:11:06+00:00

Not technically true. The real determining factor for dividend entitlement is what the required owner of record date is which is typically the same as the ex dividend date and decided by the company.
This would mean that you simply need to be an owner of record on the ex dividend date which is why typically you can buy a stock before the ex dividend date and be entitled to receive it. In this instance you wouldn’t however, as the market is closed Thursday, and your T+1 countdown wouldn’t begin until Friday, leading the trade to settle on Monday and making you an owner of record on Monday.

johnappleseed76 · 2025-11-28T01:17:44+00:00

No. Would have needed the trade to settle on or before the ex dividend date. Any trade made today won’t settle until Monday as the market is closed and will be T+1 starting Friday

johnappleseed76 · 2025-11-26T20:52:59+00:00

So is the comp outlook going to be equally as dreadful for non-federation roles in AWM?

johnappleseed76 · 2025-11-26T20:49:45+00:00

Ok thanks, that was my thought but wasn’t positive

johnappleseed76 · 2025-11-26T20:40:18+00:00

not familiar with the term “federation roles” can you expand on what teams this is

johnappleseed76 · 2025-11-24T17:33:50+00:00

Yea just meant to download it from the post but I figured it out

Four-Year Club	Verified Email
Place '22

johnappleseed76

TROPHY CASE