Model Portfolio Solutions Architect

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

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