Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist, Vice President

About the Role

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.

Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the 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.

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages of working with a large firm while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. The GSAM Client Solutions Group (CSG) develops and executes thoughtful investment solutions for institutional clients across the globe, including 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, focusing on building and maintaining long-term client relationships.

Responsibilities

• Provide 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 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 the point of sale.
• Leverage data to target specific advisor opportunities and accelerate the growth of Goldman Sachs Model Portfolios.
• Embrace digital tools to support relationships and communicate thought leadership in real time.

Requirements

• Bachelor’s degree required; CFP, CIMA, or CFA preferred.
• Practical knowledge of investment and portfolio construction topics.
• 5+ years of client-facing 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 the 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.

Pay

The expected base salary for this Chicago, IL, United States-based position is $100,000–$230,000. 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 valuable and competitive benefits and wellness offerings. A summary of these offerings, generally available to active, non-temporary, full-time, and part-time US employees who work at least 20 hours per week, can be found on the company’s benefits page.