Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - San Francisco
$125,000–$290,000 year
On-siteSan Francisco, California, United States
Job Summary
Lead Portfolio Manager for Goldman Sachs Asset Management’s Custom Models platform within the Multi Asset Solutions group. Represent the GSAM custom models platform to RIA clients, partner with client CIOs and investment teams on portfolio design, lead custom model portfolio construction from pitch through launch, and serve as the primary portfolio expert for ongoing client engagement, delivering market updates, performance/attribution insights, and client-ready materials. Coordinate across portfolio management, distribution, research, and marketing teams to drive opportunities from capability pitch through model delivery and sales activation; travel across client meetings, webinars, and industry events to promote adoption of custom models.
Required Qualifications
- Minimum Bachelor’s degree (U.S. or equivalent)
- CFA or MBA strongly preferred
- 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
- Experience leveraging AI to build scale into portfolio management strategy strongly preferred
- 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
- Demonstrated entrepreneurial ownership mindset, commercial judgment, and ability to lead complex cross-functional workstreams
- Strong technical skills including high level of proficiency in Microsoft Excel and PowerPoint
- familiarity with Morningstar Direct, Cerulli, PSN, Bloomberg, and FactSet
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