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

Goldman Sachs • San Francisco, CA

2d • 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 state-of-the-art techniques and proprietary research. This Vice President role will serve as a Lead Portfolio Manager (LPM) for the Custom Model Portfolio business, a high-growth area of the firm. The LPM will be client-facing, combining portfolio construction expertise, knowledge of the retail asset management landscape, and commercial judgment. Responsibilities include representing the GSAM custom models platform to RIA clients, partnering with client investment teams on portfolio design, leading custom model portfolio construction, and serving as the primary portfolio expert for ongoing client engagement, market updates, and performance insights. The role requires close coordination across various internal teams and is suited for individuals who thrive in a fast-paced, multi-faceted environment with significant client and commercial accountability.

Requirements

• Minimum Bachelor’s degree (U.S. or equivalent).
• 8 to 12+ years of relevant experience.
• Asset Management / Models experience 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

• CFA or MBA strongly preferred.
• 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 asset classes and product wrappers (ETF, MF, SMAs, alts).
• Develop client relationships and win new custom model mandates through consultative engagement, understanding client investment needs and proposing appropriate solutions.
• Share MAS views on macro and markets, becoming a key input to RIA investment teams.
• Partner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from pitch through delivery.
• Serve as a GSAM custom models expert by delivering portfolio construction expertise, advisor education, and market insights in client meetings, webinars, and industry events.
• Drive commercial outcomes through client engagement, including client calls/meetings and creating/delivering client proposals.
• Serve as the product expert and point of contact on GSAM custom models for clients and 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.
• Conduct competitive analyses and market research, keeping leadership apprised of notable developments.
• Represent the MAS custom models platform in client meetings from pitch to portfolio launch and 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 teams for onboarding and sales activation.
• Lead client meetings as a custom models expert by 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.
• Collaborate with portfolio managers, internal research teams, sales, and marketing to create thought leadership and determine effective delivery formats.
• Develop custom model content for the financial advisor community and craft commercial narratives.
• Work closely with MAS CIOs and research teams to create timely, market-driven content around major market and macroeconomic events.
• Lead cross-functional initiatives across investments, marketing, sales, and technology to advance the custom models business.

Benefits

• Discretionary bonus eligibility.
• Competitive benefits and wellness offerings generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level