Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - San Francisco

Principal Responsibilities

• Provide deep expertise on our approach to portfolio construction, asset allocation, and product selection across asset classes and product wrappers (ETF, MF, SMAs, alts)
• Develop client relationships and win new custom model mandates through consultative engagement with the goal of understanding client investment needs and proposing appropriate portfolio solutions
• Partner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation
• Serve as a GSAM custom models expert by delivering portfolio construction expertise, advisor education, and timely market insights in client meetings, webinars, and industry events, including RIA conferences
• Drive commercial outcomes through client engagement, including client calls/meetings and creating and delivering client proposals
• Partner with client CIOs and investment teams through due diligence on MAS and its investment process, lead custom model portfolio design efforts, and coordinate across portfolio management and sales teams to facilitate onboarding and sales activation
• Lead client meetings as a custom models expert by delivering portfolio construction expertise, education, and timely market insights
• Coordinate with portfolio management, research, sales, and marketing teams to ensure timely delivery of high-quality portfolio collateral and client-ready materials
• Participate in industry and client events, such as RIA conferences, including as a speaker to promote the GSAM partnership and drive adoption of our custom models
• Collaborate with portfolio managers, internal research teams, sales, and marketing to create thought leadership and determine the most effective delivery format, including webinars, blog posts, white papers, and client presentations
• Develop custom model content for the financial advisor community and craft commercial narratives that support the models specialist sales team
• Work closely with MAS CIOs and research teams to create timely, market-driven content around major market and macroeconomic events
• Lead cross-functional initiatives across investments, marketing, sales, and technology to advance the custom models business

SKILLS & QUALIFICATIONS

• Minimum Bachelor’s degree (U.S. or equivalent), CFA or MBA strongly preferred
• 8 to 12+ years of relevant experience Asset Management / Models experience a must
• Experience crafting model portfolio marketing narratives for a retail financial advisor audience
• Experience leveraging AI to build scale into portfolio management strategy strongly preferred
• Series 7 and Series 63 licenses required (will be sponsored by the firm if not already completed)
• Student of the markets with practical experience across multiple asset classes
• Understanding of portfolio management processes and scale via tech enabled automation
• Experience pitching to and advising clients, with preference for experience engaging Financial Advisors, RIA C-suite and investment leadership
• Excellent written and verbal communication and interpersonal skills, especially the ability to explain complex technical concepts in simple terms
• Demonstrated entrepreneurial ownership mindset, commercial judgment, and ability to lead complex cross-functional workstreams in a fast-paced environment
• Strong technical skills including high level of proficiency in Microsoft Excel and PowerPoint, and familiarity with industry data through such sources as Morningstar Direct, Cerulli, PSN, Bloomberg, and FactSet.

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.