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Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 9 days ago

No clicks

**Asset & Wealth Management Model Portfolio Specialist (Associate) in Chicago** - **Responsibilities**: Drive growth in Model Portfolio business by selling whole portfolio solutions, covering best opportunities, delivering product solutions, and working closely with technology partners. - **Required Skills/Experience**: Bachelor's degree (CFP, CIMA, or CFA preferred), 5+ years of client-facing experience, strong communication and organizational skills, familiarity with turnkey asset management platforms and model portfolios, highly organized with attention-to-detail and excellent follow-through. - **Keywords**: Asset & Wealth Management, Model Portfolio, Client Solutions Group (CSG), Chicago, Associate, Client Solutions, Model Portfolio Specialist, Financial Advisors, Turnkey Asset Management Platforms

Compensation
$100,000 – $230,000 USD

Currency: $ (USD)

City
Chicago
Country
United States

Full Job Description

Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio SpecialistChicago, IL, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Chicago
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

Our Impact

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.

Responsibilities:

Goldman Sachs Model Specialists are responsible for driving growth in our Model Portfolio business. The scope of the role includes:

  • Providing expertise on Goldman Sachss Model Portfolios to sell whole portfolio solutions to the largest and fastest growing firms across the independent, wire, and RIA Channels
  • Identify and directly cover the best opportunities with a focus on financial advisor practice management and multi-asset portfolio construction in order to drive commercial results
  • Deliver the full set of Goldman Sachs Asset Managements solutions in the context of a multi-asset portfolio through client meetings, scaled in-person and digital events
  • Work closely with technology platform partners to guide advisors at point of sale
  • Leverage data to target specific advisor opportunities and accelerate growth of Goldman Sachs Model Portfolios
  • Embrace digital tools to support relationships and communicate thought leadership in real time

Other required skills/experience:

  • Bachelors 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 communication skills both written and verbal
  • Ability to prioritize tasks, manage timelines, and work independently
  • Familiarity with turnkey asset management platforms and model portfolio industry
  • Highly organized with attention-to-detail and excellent follow-through
  • Ability to work well in a fast-paced team environment with flexibility and a high level of self-motivation

Salary Range
The expected base salary for this Chicago, IL, United States-based position is $100000-$230000. 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.

We Offer Best-In-Class Benefits
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.
Holiday & Vacation Policies
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.
Learn More

Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist

Compensation

$100,000 – $230,000 USD

City: Chicago

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

9 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Asset & Wealth Management Model Portfolio Specialist (Associate) in Chicago** - **Responsibilities**: Drive growth in Model Portfolio business by selling whole portfolio solutions, covering best opportunities, delivering product solutions, and working closely with technology partners. - **Required Skills/Experience**: Bachelor's degree (CFP, CIMA, or CFA preferred), 5+ years of client-facing experience, strong communication and organizational skills, familiarity with turnkey asset management platforms and model portfolios, highly organized with attention-to-detail and excellent follow-through. - **Keywords**: Asset & Wealth Management, Model Portfolio, Client Solutions Group (CSG), Chicago, Associate, Client Solutions, Model Portfolio Specialist, Financial Advisors, Turnkey Asset Management Platforms

Full Job Description

Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio SpecialistChicago, IL, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Chicago
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

Our Impact

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.

Responsibilities:

Goldman Sachs Model Specialists are responsible for driving growth in our Model Portfolio business. The scope of the role includes:

  • Providing expertise on Goldman Sachss Model Portfolios to sell whole portfolio solutions to the largest and fastest growing firms across the independent, wire, and RIA Channels
  • Identify and directly cover the best opportunities with a focus on financial advisor practice management and multi-asset portfolio construction in order to drive commercial results
  • Deliver the full set of Goldman Sachs Asset Managements solutions in the context of a multi-asset portfolio through client meetings, scaled in-person and digital events
  • Work closely with technology platform partners to guide advisors at point of sale
  • Leverage data to target specific advisor opportunities and accelerate growth of Goldman Sachs Model Portfolios
  • Embrace digital tools to support relationships and communicate thought leadership in real time

Other required skills/experience:

  • Bachelors 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 communication skills both written and verbal
  • Ability to prioritize tasks, manage timelines, and work independently
  • Familiarity with turnkey asset management platforms and model portfolio industry
  • Highly organized with attention-to-detail and excellent follow-through
  • Ability to work well in a fast-paced team environment with flexibility and a high level of self-motivation

Salary Range
The expected base salary for this Chicago, IL, United States-based position is $100000-$230000. 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.

We Offer Best-In-Class Benefits
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.
Holiday & Vacation Policies
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.
Learn More