The Goldman Sachs Group, Inc

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

The Goldman Sachs Group, Inc$100K — $230K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; CFP, CIMA, or CFA preferred
  • Practical knowledge of investment and portfolio construction
  • 5+ years of client-facing experience with financial advisors
  • Excellent written and verbal communication skills
  • Strong organizational skills and attention to detail
  • Familiarity with turnkey asset management platforms
  • Ability to thrive in a fast-paced, team-oriented environment

Responsibilities

  • Drive growth in the Model Portfolio business
  • Advise on Goldman Sachs Model Portfolios to sell integrated solutions
  • Identify and engage top opportunities in financial advisor practice management
  • Deliver portfolio solutions during client meetings and events
  • Collaborate with technology partners to assist advisors at point of sale
  • Utilize data to pinpoint advisor opportunities for growth
  • Leverage digital tools for relationship management and thought leadership

Benefits

  • Competitive benefits and wellness offerings
  • Comprehensive employee experience initiatives
  • Eligibility for discretionary bonuses
  • Support for both full-time and part-time employees
  • Access to resources for career development
Full Job Description
Job Description

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 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 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


Salary Range
The expected base salary for this Chicago, IL, United States-based position is $100000-$230000. 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.

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

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