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

Goldman Sachs Group, Inc.; Chicago (IL); On-site; USD 100,000 - 230,000; Full time

Benefits offered by this job

Competitive benefits

On-site health centers

On-site childcare

Job summary

Goldman Sachs Asset Management seeks a Model Portfolio Specialist in Chicago to drive growth by selling multi-asset portfolio solutions to institutional clients. You will work with financial advisors, deliver investment solutions, and leverage data to identify opportunities.

The role requires a Bachelor’s degree, strong communication, and the ability to work independently in a fast-paced environment. CFP/CIMA/CFA preferred and on-site collaboration is expected.

Qualifications

• Bachelor’s degree required; CFP/CIMA/CFA preferred.
• Practical knowledge of investment and portfolio construction topics.
• 5+ years of client-facing experience with financial advisors and model portfolios.
• Excellent written and verbal communication skills.
• 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 strong follow-through.
• Ability to thrive in a fast-paced, collaborative team environment.

Responsibilities

• Provide expertise on Goldman Sachs’s Model Portfolios to sell comprehensive solutions to major firms.
• Identify and cover opportunities with a focus on advisor practice management and multi-asset portfolio construction.
• Deliver Goldman Sachs Asset Management solutions through client meetings and events.
• Collaborate with technology partners to guide advisors at the point of sale.
• Leverage data to target advisor opportunities and grow model portfolios.
• Use digital tools to support relationships and share thought leadership in real time.

Skills

Client-facing

Excellent communication

Prioritization

Self-motivated

Organized

Team-oriented

Education

Bachelor’s degree

CFP/CIMA/CFA preferred

Job description

Chicago, IL, United States

Job Description

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

Our Impact

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes 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. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.

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 .

Job Info

• Job Identification 179931
• Job Category Associate
• Posting Date 08/13/2026, 08:27 PM
• Locations Chicago, IL, United States

Healthcare & Medical Services

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

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