Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist, Vice President - New YorkNew York, New York, United States
Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist, Vice President - New York
Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist, Vice President - New YorkNew York, New York, United States

Asset & Wealth Management


A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.
 

Our Impact


Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.
CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.
 

Responsibilities:


Goldman Sachs Model Specialists are responsible for driving growth in our Model Portfolio business. The scope of the role includes:

Providing expertise on Goldman Sachs’s Model Portfolios to sell whole portfolio solutions to the largest and fastest growing firms across the independent, wire, and RIA Channels

Identify and directly cover the best opportunities with a focus on financial advisor practice management and multi-asset portfolio construction in order to drive commercial results

Deliver the full set of Goldman Sachs Asset Management’s solutions in the context of a multi-asset portfolio through client meetings, scaled in-person and digital events

Work closely with technology platform partners to guide advisors at point of sale

Leverage data to target specific advisor opportunities and accelerate growth of Goldman Sachs Model Portfolios

Embrace digital tools to support relationships and communicate thought leadership in real time
 

Other required skills/experience:

Bachelor’s degree required, CFP, CIMA, or CFA preferred

Practical knowledge of investment and portfolio constructions topics

5+ Years of Experience working with financial advisors and model portfolios

Excellent communication skills both written and verbal

Ability to prioritize tasks, manage timelines, and work independently

Familiarity with turnkey asset management platforms and model portfolio industry

Highly organized with attention-to-detail and excellent follow-through

Ability to work well in a fast-paced team environment with flexibility and a high level of self-motivation