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Asset & Wealth Management, Investment Strategy, Portfolio Advisory Group, Vice P

Asset & Wealth Management, Investment Strategy, Portfolio Advisory Group, Vice P

NYC StaffingNew York, NY, US
1 day ago
Job type
  • Full-time
  • Part-time
Job description

Vice President, Private Wealth Management

Are you a quick-thinking self-starter with a passion for the financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors? Our team members have direct visibility in Private Wealth Management as strategy / platform implementation experts and engage consistently with teams in regions of responsibility. The team is seeking a Vice President who has the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and quantitative analysis are essential to maintaining and enhancing our business.

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns. The Portfolio Advisory Group is responsible for helping Private Wealth Advisors within Private Wealth Management win and retain business. PAG team members work with PWAs to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group.

How You Will Fulfill Your Potential :

  • Participate in client and prospective client meetings with PWAs to share ISG views and discuss portfolio implementation
  • Attain direct visibility in PWM as a strategy / platform implementation expert
  • Engage with PWA teams in regions of responsibility
  • Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
  • Address specific PWA questions regarding product positioning, performance and attribution directly or using product teams as necessary
  • Assist PWAs in discussing ISG positioning as well as all internal / external product positioning (including equities, fixed income, and alternative investments)
  • Recommend to PWAs implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
  • Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools

Skills & Experience Were Looking For :

  • Minimum of 15 years of investment experience
  • Strong interpersonal skills and ability to work effectively with others
  • Client experience
  • Excellent attention to detail
  • Demonstrable quantitative and qualitative analysis skills
  • Demonstrable communication skills, both spoken and written
  • Familiarity with investment management product offerings
  • SIE, Series 7 and Series 63 required (must obtain within 3 months)
  • Salary Range : The expected base salary for this New York, New York, United States-based position is $115,000-$270,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

    Benefits : Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. The Goldman Sachs Group, Inc., 2018. All rights reserved. Goldman Sachs is an equal employment / affirmative action employer Female / Minority / Disability / Vet.

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