Model Portfolio Specialist - Multi-Asset Solutions

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

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.