Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - San Francisco

Goldman Sachs•San Francisco, CA

2d•$125,000 - $290,000•Onsite

About The Position

Goldman Sachs Asset Management (GSAM) is a leading global investment manager with over $2 trillion in assets under supervision. The Multi Asset Solutions (MAS) group within Asset & Wealth Management (AWM) designs and develops customized investment management solutions using advanced techniques and proprietary research. MAS serves a diverse clientele including corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, family offices, RIAs, and wealth advisors. This Vice President role will serve as a Lead Portfolio Manager (LPM) for Goldman Sachs' Custom Model Portfolio business. It is a client-facing position that requires expertise in portfolio construction, a strong understanding of the retail asset management landscape, and commercial acumen. The LPM will represent the GSAM custom models platform to RIA clients, collaborate with client CIOs and investment teams on portfolio design, and lead custom model portfolio construction from pitch to launch. Post-launch, the LPM will be the primary portfolio expert for ongoing client engagement, providing market updates, performance insights, and valuable content for financial advisors and their clients. The role demands close collaboration with clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is ideal for individuals who excel in a dynamic, multi-faceted environment with significant client and commercial responsibilities.

Requirements

Minimum Bachelor’s degree (U.S. or equivalent), CFA or MBA strongly preferred
8 to 12+ years of relevant experience
Asset Management / Models experience is a must
Experience crafting model portfolio marketing narratives for a retail financial advisor audience
Series 7 and Series 63 licenses required (will be sponsored by the firm if not already completed)
Student of the markets with practical experience across multiple asset classes
Understanding of portfolio management processes and scale via tech enabled automation
Experience pitching to and advising clients, with preference for experience engaging Financial Advisors, RIA C-suite and investment leadership
Excellent written and verbal communication and interpersonal skills, especially the ability to explain complex technical concepts in simple terms
Demonstrated entrepreneurial ownership mindset, commercial judgment, and ability to lead complex cross-functional workstreams in a fast-paced environment
Strong technical skills including high level of proficiency in Microsoft Excel and PowerPoint, and familiarity with industry data through such sources as Morningstar Direct, Cerulli, PSN, Bloomberg, and FactSet.

Nice To Haves

Experience leveraging AI to build scale into portfolio management strategy strongly preferred

Responsibilities

Provide deep expertise on portfolio construction, asset allocation, and product selection across various asset classes and product wrappers (ETF, MF, SMAs, alts).
Develop client relationships and secure new custom model mandates through consultative engagement, understanding client investment needs and proposing suitable portfolio solutions.
Share MAS views on macroeconomics and markets to become a key partner for RIA investment teams.
Collaborate with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from pitch to delivery, content strategy, and sales activation.
Act as a GSAM custom models expert by delivering portfolio construction expertise, advisor education, and timely market insights in client meetings, webinars, and industry events.
Drive commercial outcomes through client engagement, including calls, meetings, and the creation and delivery of client proposals.
Serve as the product expert and primary point of contact for GSAM custom models for clients and field sales partners.
Partner with GSAM research teams, portfolio managers, sales specialists, and marketing to prepare model portfolio materials, including trade alerts, quarterly commentaries, CIO notes, and market-driven content.
Develop a deep understanding of the industry landscape, trends, and client business needs to tailor comprehensive solutions that leverage Goldman Sachs' capabilities at scale.
Conduct competitive analyses and market research, keeping leadership informed of significant developments.
Represent the MAS custom models platform in client meetings from pitch to portfolio launch and in ongoing client servicing.
Partner with client CIOs and investment teams through due diligence on MAS and its investment process, lead custom model portfolio design efforts, and coordinate across portfolio management and sales teams for onboarding and sales activation.
Lead client meetings as a custom models expert, delivering portfolio construction expertise, education, and timely market insights.
Coordinate with portfolio management, research, sales, and marketing teams to ensure timely delivery of high-quality portfolio collateral and client-ready materials.
Participate in industry and client events, such as RIA conferences, including as a speaker, to promote the GSAM partnership and drive adoption of custom models.
Collaborate with portfolio managers, internal research teams, sales, and marketing to create thought leadership and determine effective delivery formats (webinars, blog posts, white papers, client presentations).
Develop custom model content for the financial advisor community and craft commercial narratives to support the models specialist sales team.
Work closely with MAS CIOs and research teams to create timely, market-driven content on major market and macroeconomic events.
Lead cross-functional initiatives across investments, marketing, sales, and technology to advance the custom models business.