Bulge Bracket Investment Banks

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**Global Banking & Markets, RIA Custody Solutions Specialist VP - New York, NY** - Serve as senior-level bridge between institutional-grade capabilities and independent financial advisors. - Deliver tailored wealth advisory solutions and educational resources for HNW clients. - Optimize client engagement, grow cross-divisional opportunities, and drive operational efficiency. - Requires 5–7 years in capital markets, structured products, or wealth management, with FINRA Series 7 and 63/66 licenses. - Bachelor's degree in Finance, Economics, Math, or related field; MBA, CFA, or CAIA preferred. - Proven relationship builder with strong communication and presentation skills. Travel required. - USD 150,000−300,000 base salary; discretionary bonus potential. Comprehensive benefits package.

Compensation: $150,000 – $300,000 USD
City: New York City
Country: United States

Full Job Description

Global Banking & Markets, RIA Custody, Solutions Specialist, Vice President - New YorkNew York, NY, United States

Opportunity Overview

CORPORATE TITLEVice President

OFFICE LOCATION(S)New York

JOB FUNCTIONSales

DIVISIONGlobal Banking & Markets

SALARY RANGEUSD 150,000 - 300,000

Position Overview

We are seeking a Vice President, Solutions Specialist to join our RIA Custody team. In this role, you will serve as the critical bridge between our institutional-grade capabilities and independent financial advisors serving High-Net-Worth clients.

As a trusted partner, you will extend a deep, hands-on knowledge of capital markets, including equity derivatives, structured products, and long/short SMAs, combined with proven experience with complex hedging, monetization, and customized banking and lending solutions.

Key Responsibilities

1. Client Engagement, Marketing & Growth Initiatives

Deliver Tailored Wealth Advisory Solutions: Serve as the dedicated subject matter expert for financial advisors, collaborating with cross-functional stakeholders as well as marketing to design institutional-grade capital markets solutions and educational resources for HNW clients.
Relationship Management and Growth: Engage existing clients to identify cross-divisional opportunities across the broader Goldman Sachs, deepening wallet share, accelerating account growth, and securing long-term client retention.

2. Asset Management, Alternative Investment & Capital Markets Solutions

Educate advisors on strategies for concentrated equity holdings and complex derivative-based solutions, including equity collars, variable prepaid forwards, exchange funds, and covered call writing programs to advisors.
Collaborate with trading desks to present bespoke structured notes solutions that align with specific advisor market outlooks and risk-return objectives.
Drive advisor awareness of to the firms private market offerings, including private equity, private credit, real estate, and hedge funds.
Partner with GS Asset Management teams to support delivery of customized solutions.

3. Implementation Best Practices & Operational Excellence

Establish, refine, and help implement best practices to help RIAs optimize the way they engage with GS.
Drive operational efficiency by collaborating with technology and operations teams to streamline product access and workflows.

Qualifications & Experience

Education: Bachelors degree in Finance, Economics, Mathematics, or a related field. An MBA, CFA, or CAIA designation is preferred.
Experience: Minimum of 57 years of experience in capital markets, structured products, private wealth management, or investment banking.
Licensing: Active FINRA Series 7 and 63 or 66 licenses are required.
Technical Skills:
- Deep understanding of the products most commonly used by RIAs.
- Strong familiarity with alternative asset classes and institutional portfolio construction.
Interpersonal Skills: Looking for a proven relationship-builder with willingness to travel to meet clients and prospects face-to-face. Exceptional communication and presentation skills, with a proven ability to translate highly complex financial concepts into actionable strategies for advisors and clients.

Salary Range
The expected base salary for this New York, NY, United States-based position is $150000-$300000. 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

Full Job Description

Global Banking & Markets, RIA Custody, Solutions Specialist, Vice President - New YorkNew York, NY, United States

Opportunity Overview

CORPORATE TITLEVice President

OFFICE LOCATION(S)New York

JOB FUNCTIONSales

DIVISIONGlobal Banking & Markets

SALARY RANGEUSD 150,000 - 300,000

Position Overview

Key Responsibilities

1. Client Engagement, Marketing & Growth Initiatives

Deliver Tailored Wealth Advisory Solutions: Serve as the dedicated subject matter expert for financial advisors, collaborating with cross-functional stakeholders as well as marketing to design institutional-grade capital markets solutions and educational resources for HNW clients.
Relationship Management and Growth: Engage existing clients to identify cross-divisional opportunities across the broader Goldman Sachs, deepening wallet share, accelerating account growth, and securing long-term client retention.

2. Asset Management, Alternative Investment & Capital Markets Solutions

Educate advisors on strategies for concentrated equity holdings and complex derivative-based solutions, including equity collars, variable prepaid forwards, exchange funds, and covered call writing programs to advisors.
Collaborate with trading desks to present bespoke structured notes solutions that align with specific advisor market outlooks and risk-return objectives.
Drive advisor awareness of to the firms private market offerings, including private equity, private credit, real estate, and hedge funds.
Partner with GS Asset Management teams to support delivery of customized solutions.

3. Implementation Best Practices & Operational Excellence

Establish, refine, and help implement best practices to help RIAs optimize the way they engage with GS.
Drive operational efficiency by collaborating with technology and operations teams to streamline product access and workflows.

Qualifications & Experience

Education: Bachelors degree in Finance, Economics, Mathematics, or a related field. An MBA, CFA, or CAIA designation is preferred.
Experience: Minimum of 57 years of experience in capital markets, structured products, private wealth management, or investment banking.
Licensing: Active FINRA Series 7 and 63 or 66 licenses are required.
Technical Skills:
- Deep understanding of the products most commonly used by RIAs.
- Strong familiarity with alternative asset classes and institutional portfolio construction.
Interpersonal Skills: Looking for a proven relationship-builder with willingness to travel to meet clients and prospects face-to-face. Exceptional communication and presentation skills, with a proven ability to translate highly complex financial concepts into actionable strategies for advisors and clients.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

Holiday & Vacation Policies

Financial Wellness & Retirement

Health Services

Fitness

Child Care & Family Care

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Learn More

Global Banking & Markets, RIA Custody, Solutions Specialist, Vice President - New York

Full Job Description

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