The Goldman Sachs Group, Inc

Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager , Vice President - New York

The Goldman Sachs Group, Inc$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business or finance preferred
  • 5-10 years in institutional asset management or financial services
  • Experience with pension plan clients and governance structures
  • Knowledge of investment policy statements and institutional documentation
  • Ability to coordinate across multiple teams
  • Proficient project management and problem-solving abilities
  • Strong interpersonal and communication skills

Responsibilities

  • Serve as the main client contact across various functional areas
  • Deliver exceptional client service and manage inquiries
  • Coordinate life-cycle events of client accounts
  • Work on projects to improve service efficiency
  • Manage client deliverables including reporting needs
  • Collaborate with internal teams to resolve client queries
  • Respond to client information requests and audits

Benefits

  • Opportunity to work with diverse investment products
  • Collaborative work environment
  • Engagement in special projects for service enhancement
  • Continuous development of client relationship skills
  • Exposure to multiple functional areas within the organization
Full Job Description
Job Description

Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication skills and investment acumen who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Contribute to a broad platform that serves as the client's main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
  • Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery
  • Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing
  • Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization
  • Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client
  • Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
  • Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
  • Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients


BASIC QUALIFICATIONS
  • Bachelor's degree, preferably in business or finance-related studies
  • 5-10 years of work experience at an institutional asset management firm / other financial services organization
  • Direct experience working with pension plan clients; familiarity with funded status considerations, liability-aware investing, and pension governance structures
  • Strong knowledge of investment policy statements (IPS), investment management agreements (IMA), and institutional documentation standards
  • Comfortable coordinating across Portfolio Management, Legal, Operations, and Compliance teams to support client service efforts
  • Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams
  • Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
  • Strong knowledge of the asset management business, financial markets and investment funds or separately managed accounts
  • An understanding of portfolio construction, risk management or accounting principles would be beneficial
  • Highly organized with exceptional attention to detail, time management skills and excellent follow-through
  • Strong written and oral communication skills
  • Motivated and proactive self-starter with strong work ethic
  • Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

Similar Jobs

More Jobs at The Goldman Sachs Group, Inc

More Finance & Insurance Jobs

Find similar Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager , Vice President - New York jobs: