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

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

Job summary

An established industry player is seeking a high-performing Analyst to join its Total Portfolio Solutions team in New York. This role focuses on distributing high-net-worth portfolios that integrate various product types, including custom models and ETFs. You will engage with clients and technology platforms, driving innovation at the intersection of investing and technology. This position offers a unique opportunity to work closely with senior leaders and contribute to strategic initiatives, making a significant impact in the wealth management space. If you have a passion for finance and a collaborative mindset, this is the perfect opportunity for you.

Benefits

Healthcare & Medical Insurance

Generous Vacation Policies

Financial Wellness Programs

On-site Fitness Centers

Child Care Services

Qualifications

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

Responsibilities

• Support sales and relationship management for RIA clients.
• Conduct market research and competitive analysis.
• Assist in developing strategic partnerships.

Skills

Analytical Skills

Problem-Solving Skills

Verbal Communication

Written Communication

Client Engagement

Market Research

Relationship Management

Intellectual Curiosity

Education

Bachelor's Degree

Series 7 License

Series 66 License

Job description

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

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.

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 .

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.