Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist, Vice President
@Goldman Sachs posted 7 days ago Shortlist Email JobJob Detail
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Job ID 992
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Qualifications BA/BS
Job Description
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
