Senior Level Wealth Management Associate Jobs

Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets under supervision, our global platform delivers investment and advisory services across public and private markets for the world’s foremost institutions, financial advisors and individuals.

OUR IMPACT

Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives for clients. These solutions bring together state-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals across the globe, MAS invests or advises on assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, family offices, RIAs and other wealth advisors.

YOUR IMPACT

We are seeking a Vice President to serve as a Lead Portfolio Manager (LPM) for Goldman Sachs' Custom Model Portfolio business. This client-facing role combines deep portfolio construction expertise, strong knowledge of the retail asset management landscape, and commercial judgment in a high-growth, high-visibility area of the firm. The LPM will represent the GSAM custom models platform to RIA clients, partner with client CIOs and investment teams on portfolio design, and lead custom model portfolio construction efforts from pitch through launch. Once portfolios are live, the LPM will serve as the primary portfolio expert for recurring client engagement, delivering timely market updates, performance and attribution insights, and high-value portfolio content for financial advisors and their clients. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.

PRINCIPAL RESPONSIBILITIES:

Portfolio Design

• 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

• Share MAS views on macro and markets, becoming an essential partner and key input to RIA investment teams

• 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

Client Engagement

• Drive commercial outcomes through client engagement, including client calls/meetings and creating and delivering client proposals

• Serve as the product expert and point of contact on GSAM custom models for clients and sales partners in the field

• Partner with GSAM research teams, portfolio managers, sales specialists, and marketing to prepare model portfolio materials, including trade alerts, quarterly commentaries, CIO notes, and market-driven content

• Develop deep understanding of industry landscape, trends and client business needs to tailor comprehensive solutions that deliver the best of Goldman at scale

• Conduct competitive analyses and market research, keeping leadership apprised of notable developments

Investment Content and Thought Leadership

• Represent the MAS custom models platform in client meetings from pitch to portfolio launch as well as in ongoing client servicing

• 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.

Salary Range
The expected base salary for this New York, New York, United States-based position is $125000-$290000. 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 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.