SMA Platform & Partnerships Associate

Socket.dev; New York (NY); On-site; USD 80,000 - 135,000; Full time

Job summary

Goldman Sachs in New York is seeking an Associate to support the Custody Solutions Managed Accounts Platform, working with SMA managers, TAMPs, advisors, and operations to keep the platform running smoothly.

You will help with onboarding, relationship management, and product development across the full lifecycle, balancing front‑office engagement with back‑office workflows and risk controls.

Qualifications

• Background in asset management and/or RIA custody with exposure to SMAs, UMAs, model delivery, or managed account platforms.
• Client-facing capability to communicate with advisors, clients, and external partners, with the ability to grow into senior-level settings.
• Exceptional organizational skills to manage multiple concurrent workstreams, deadlines, and stakeholders.
• Cross-functional collaboration to achieve outcomes across operations, trading, technology, legal, and sales without direct authority.
• Ownership mentality to pick up projects and drive them to completion with limited oversight.

Responsibilities

• Onboard SMA managers and TAMPs — coordinate due diligence, contracting, model delivery setup, and go-live.
• Serve as day-to-day contact for managers and TAMP partners; support periodic business reviews on flows and service quality.
• Work with Legal, Compliance, and Risk to progress agreements and ongoing oversight requirements.
• Track and report partner KPIs (assets, net flows, model delivery timeliness, error rates) and flag issues for remediation.
• Act as product specialist for advisors — support platform overviews, manager deep-dives, and sales presentations.
• Contribute to SMA/UMA roadmap with new capabilities and fee structures; support feasibility analyses.

Skills

Asset management knowledge

Client-facing

Organizational skills

Cross-functional collaboration

Ownership mindset

Job description

Goldman Sachs in New York is seeking an Associate to support the Custody Solutions Managed Accounts Platform, working with SMA managers, TAMPs, advisors, and operations to keep the platform running smoothly.

You will help with onboarding, relationship management, and product development across the full lifecycle, balancing front‑office engagement with back‑office workflows and risk controls.