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

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

Job summary

Goldman Sachs, Chicago, is seeking a seasoned Client Solutions professional to drive model portfolio solutions for large advisor networks. You will present multi-asset investment ideas, tailor portfolios, and lead discussions with financial professionals to foster long-term relationships.

You will coordinate with technology partners, translate market insights into actionable recommendations, and use data to identify growth opportunities.

Qualifications

• 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 written and verbal communication skills.
• Ability to prioritize tasks, manage timelines, and work independently.
• Highly organized with attention to detail and follow-through.
• Familiarity with turnkey asset management platforms and model portfolio industry.

Responsibilities

• Providing expertise on Goldman Sachs’s Model Portfolios to sell whole portfolio solutions to large firms.
• Identify and cover opportunities focusing on advisor practice management and multi-asset portfolio construction.
• Deliver the full set of GSAM solutions through client meetings, both in person and digitally.
• Work closely with technology platform partners to guide advisors at point of sale.
• Leverage data to target advisor opportunities and grow Model Portfolios.
• Embrace digital tools to support relationships and communicate thought leadership in real time.

Skills

Client facing experience

Communication skills

Prioritization & time management

Organizational skills

Self-motivation

Investment knowledge

Turnkey asset management platforms

Education

Bachelor’s degree

CFP

CIMA

CFA

Tools

Turnkey asset management platforms

Job description

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

• 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 .