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

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

Job summary

A leading global investment firm seeks a high-performing Analyst for its Total Portfolio Solutions business in New York. This role focuses on distributing high-net-worth portfolios and requires strong analytical skills and experience in wealth management. The Analyst will work closely with sales teams and engage with clients to drive innovative solutions in wealth management.

Qualifications

• 2-3 years experience in wealth management or asset management.
• Familiarity with Direct Indexing and Alternatives is a plus.

Responsibilities

• Support distribution strategy with RIA sales teams.
• Engage directly with RIA clients and tech platforms.
• Monitor trends in wealth management and managed accounts.

Skills

Analytical Skills

Problem-Solving

Communication

Education

Bachelor's Degree

Job description

Join to apply for the Asset & Wealth Management, HNW Models Strategist, Analyst - New York role at Goldman Sachs

Join to apply for the Asset & Wealth Management, HNW Models Strategist, Analyst - New York role at Goldman Sachs

Get AI-powered advice on this job and more exclusive features.

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.

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
• 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 .

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Goldman Sachs by 2x

Sign in to set job alerts for “Wealth Manager” roles.

Asset and Wealth Management - New York - Associate- 7201453

GBM - Private, Banker - CMG- FIG, Analyst - New York

Senior Associate - Special Situations (NYC or Chicago)

Wealth Management VEA Training Program - New York

Asset & Wealth Management: Alternatives Capital Formation, Hedge Funds, Vice President - NY

Manhattan, NY $34,500.00-$125,000.00 1 day ago

Asset & Wealth Management, Debt Capital Markets, Infrastructure, Vice President - New York

Citi Wealth / Private Bank - UHNW Investment Counselor Team Lead

New York, NY $250,000.00-$500,000.00 1 week ago

Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York

Blackstone Private Wealth - Client Services, Associate

Investment Banking - Corporate Advisory, Ratings Advisory - Associate

New York City Metropolitan Area 3 weeks ago

Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions, Vice President - New York

New York City Metropolitan Area 4 weeks ago

Citi Wealth - Wealth Relationship Manager - Manhattan

New York, NY $88,400.00-$132,600.00 3 days ago

New York, NY $170,000.00-$300,000.00 2 weeks ago

New York City Metropolitan Area $80,300.00-$120,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.