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

Goldman Sachs•New York, NY

2d•$150,000 - $300,000•Onsite

About The Position

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.

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
Minimum of 5–7 years of experience in capital markets, structured products, private wealth management, or investment banking.
Active FINRA Series 7 and 63 or 66 licenses are required.
Deep understanding of the products most commonly used by RIAs.
Strong familiarity with alternative asset classes and institutional portfolio construction.
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.

Nice To Haves

An MBA, CFA, or CAIA designation is preferred.

Responsibilities

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.
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.
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 firm’s 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.
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.