Asset & Wealth Management, HNW Models Strategist, Analyst - New York

The Goldman Sachs Group; New York, Cary (NY, NC); On-site; USD 90,000 - 125,000; Full time

Job summary

An established industry player is seeking a high-performing Analyst to join their Total Portfolio Solutions business. This role focuses on distributing high-net-worth portfolios and forging strategic partnerships with technology platforms. You will help shape market strategies, lead cross-functional initiatives, and engage with senior leaders. The position offers a dynamic environment where your contributions will directly impact innovative investment solutions. If you're passionate about finance and technology, this is an exciting opportunity to grow your career.

Qualifications

• 2-3 years experience in wealth management or asset management.
• Strong analytical and problem-solving skills; ability to think synthetically.

Responsibilities

• Support sales teams in driving distribution strategy.
• Track and analyze key business metrics and KPIs.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Client Engagement

Market Research

Direct Indexing Familiarity

Education

Bachelor's Degree

Series 7 License

Series 66 License

Job description

We're looking for a high-performing Analyst to join our Total Portfolio Solutions business focused on distributing HNW portfolios combining multiple product types and forging strategic partnerships with key technology platforms. This initiative spans custom models, mutual funds, ETFs, direct indexing, separately managed accounts (SMAs), and alternatives - unified within a single, streamlined solution for our clients.

In this commercial strategy role, you will:

• Help shape how we bring these capabilities to market through strategic partnerships, client engagement, and organizational excellence


• Acquire experience leading cross-functional initiatives in a matrixed organization


• Gain exposure to senior leaders both internally and externally and play a key role in driving GSAM's innovation at the intersection of investing and technology

Key Responsibilities:

• Sales & Relationship Support: Work closely alongside the Enterprise Registered Investment Advisor (RIA) and Large Market RIA sales teams to drive our distribution strategy


• to support activation strategies. Partner with client portfolio managers and product specialist teams including model portfolios, ETFs, and Alternatives teams. Support key business development activities, including prospecting, client meetings, and day-to-day relationship management


• Client Engagement & Insights: Support direct engagement with RIA clients and tech platforms. Help organize and synthesize feedback to inform our commercial strategy


• Business Intelligence & Reporting: Track and analyze key business metrics and KPIs, and deliver insights that help shape strategy and highlight growth opportunities


• Market & Competitive Research: Monitor trends in wealth management, wealth-tech, and managed accounts. Help identify emerging technologies, competitor moves, and areas of strategic risk or opportunity.


• Platform Development: Assist in identifying and evaluating potential partnerships, contributing to strategic discussions around investments

What We're Looking For:

• 2-3 years direct experience working at a Registered Investment Advisor, wealth manager, wealth-tech company, or asset manager focused on third-party distribution


• Series 7 and 66 (or 63) preferred


• Strong analytical and problem-solving skills; ability to think synthetically


• Excellent verbal and written communication skills


• Comfortable working across multiple teams, including sales, investing, engineering, and marketing


• Intellectual curiosity, a collaborative mindset, and comfort with ambiguity


• Familiarity with Direct Indexing and Alternatives is a plus

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

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, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2021. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Salary Range
The expected base salary for this New York, New York, United States-based position is $90000-$125000. 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.