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

Goldman Sachs Bank AG; Chicago (IL); On-site; USD 100,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Vacation policy

Wellness programs

Job summary

Goldman Sachs in Chicago, IL is seeking a Model Specialist to drive growth in the Model Portfolio business. The role involves selling multi-asset portfolio solutions to financial advisors and institutions, and working with technology partners to support point-of-sale.

You will leverage data, manage client relationships, and deliver Goldman Sachs Asset Management solutions through meetings and events. A bachelor’s degree and 5+ years of client-facing experience are preferred; CFP/CIMA/CFA are a

Qualifications

• Bachelor’s degree required; CFP, CIMA or CFA preferred.
• Practical knowledge of investment and portfolio constructions 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 portfolios.
• Highly organized with attention to detail and follow-through.
• Thrives in a fast-paced team environment with self-motivation.

Responsibilities

• Provide expertise on Goldman Sachs’s Model Portfolios to sell whole portfolio solutions.
• Identify and cover opportunities with a focus on advisor practice management and multi-asset construction.
• Deliver Goldman Sachs Asset Management’s solutions through client meetings and events.
• Collaborate with technology platform partners to guide advisors at point of sale.
• Leverage data to target advisor opportunities and accelerate growth.
• Embrace digital tools to support relationships and communicate thought leadership in real time.

Skills

Excellent communication

Client facing experience

Independence

Detail oriented

Fast-paced team environment

Education

Bachelor’s degree

CFP

CIMA

CFA

Job description

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.

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 .

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

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 Services

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).

Child Care & Family Care

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

Read more about the full suite of class-leading benefits our firm has to offer.