Goldman Sachs Asset & Wealth Management Client Solutions 

United States, New York, New York 

841714902

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 Sachs’s 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 Management’s 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:

• Bachelor’s degree required, CFP, CIMA, or CFA preferred
• Practical knowledge of investment and portfolio constructions topics
• 3+ Years of 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