Asset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - San F[...]
$125k - $290kGoldman Sachs Group, Inc.
Job Description Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets under supervision, our global platform delivers investment and advisory services across public and private markets for the world’s foremost institutions, financial advisors and individuals.
OUR IMPACT
Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investment objectives for clients. These solutions bring together state-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals across the globe, MAS invests or advises on assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, family offices, RIAs and other wealth advisors.YOUR IMPACT
We are seeking a Vice President to serve as Lead Portfolio Manager (LPM) for Goldman Sachs' Custom Model Portfolio business. This client‑facing role combines deep portfolio construction expertise, strong knowledge of the retail asset management landscape, and commercial judgment in a high‑growth, high‑visibility area of the firm. The LPM will represent the GSAM custom models platform to RIA clients, partner with client CIOs and investment teams on portfolio design, and lead custom model portfolio construction efforts from pitch through launch. Once portfolios are live, the LPM will serve as the primary portfolio expert for recurring client engagement, delivering timely market updates, performance and attribution insights, and high‑value portfolio content for financial advisors and their clients. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research and marketing teams, and is well suited for candidates who thrive in a fast‑paced, multi‑faceted environment with meaningful client and commercial accountability.PRINCIPAL RESPONSIBILITIES
Provide deep expertise on our approach to 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 with the goal of understanding client investment needs and proposing appropriate portfolio solutions Share MAS views on macro and markets, becoming an essential partner and 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 capability pitch through model delivery, content strategy and sales activation Serve as a GSAM custom models expert by delivering portfolio construction expertise, advisor education and timely market insights in client meetings, webinars and industry events, including RIA conferences Client Engagement Drive commercial outcomes through client engagement, including client calls/meetings and creating and delivering client proposals Serve as the product expert and point of contact on GSAM custom models for clients and sales partners in the field 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 deep understanding of industry landscape, trends and client business needs to tailor comprehensive solutions that deliver the best of Goldman at scale Conduct competitive analyses and market research, keep leadership apprised of notable developments Investment Content and Thought Leadership Represent the MAS custom models platform in client meetings from pitch to portfolio launch as well as 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 to facilitate 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 to promote the GSAM partnership and drive adoption of our custom models Collaborate with portfolio managers, internal research teams, sales and marketing to create thought leadership and determine the most effective delivery format, including webinars, blog posts, white papers and client presentations Develop custom model content for the financial advisor community and craft commercial narratives that support the models specialist sales team 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 businessSKILLS & QUALIFICATIONS
Minimum Bachelor’s degree (U.S. or equivalent), CFA or MBA strongly preferred 8 to 12+ years of relevant experience Experience leveraging AI to build scale into portfolio management strategy strongly preferredSeries 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. Salary Range The expected base salary for this New York, New York, United States‑based position is $125,000–$290,000. 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 U.S. employees who work at least 20 hours per week, can be found here. Job Info Job Identification 177541 Job Category Vice President Posting Date 06/30/2026, 12:59 PM Locations San Francisco, CA, United States #J-18808-Ljbffr Goldman Sachs Group, Inc.$125k - $290k
Goldman Sachs Asset Management (GSAM) is... ...the world’s leading investment managers... ...Solutions (MAS) is a multi-... ...Asset & Wealth Management (... ...solutions customized to meet the... ...multi-asset portfolio design and implementation... ...seeking a Vice President to serve as... ...' Custom Model Portfolio...AssetFull timeTemporary workPart time- Goldman Sachs Group, Inc. is seeking a Vice President to serve as Lead Portfolio Manager for its Custom Model Portfolio business. This role involves deep portfolio construction... ...experience and a strong understanding of retail asset management, enabling them to propose tailored...Asset
$85k - $270k
...clients. You will lead and cultivate... ...a select portfolio of 8-12 families... ...of significant wealth, and you will continue... ...IMPACT Wealth Management Across Wealth... ...empower clients and customers around the... ...safeguard client assets and legacies.... ...salary for this San Francisco,...AssetFull timeTemporary workPart timeWork at office- ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ....This LO position has customer contact and job duties... ...portfolio construction, asset allocation, investment strategies... ...SEATTLE, WA; PHOENIX, AZ; SAN FRANCISCO, CA; LOS ANGELES...AssetFull timeWork experience placementWork at office
$85k - $270k
...Markets is seeking a Vice President to join their team in San Francisco. OUR IMPACT Wealth Management Across Wealth... ...clients and customers around the... ...customers, and leading-edge technology... ...offerings Lead client portfolio reviews,... ...wealth management, asset management,...AssetFull timeTemporary workPart timeWork at office$85k - $270k
...GSFO) is seeking a Vice President and Trust Relationship Manager to drive the strategic... ...to our Private Wealth Advisors, serving as... ...significant impact within a leading global financial... ...clients and customers around the world to... ...base salary for this San Francisco,...AssetFull timeTemporary workPart timeWork at office- J.P. Morgan Wealth Management provides individuals, advisors and institutions... ...span the full spectrum of asset classes through our global... ...review that may impact multiple customers.Identify and escalate... ...program entries.Chase is a leading financial services firm, helping...Asset
- As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource... ...liquidity from illiquid or complex assets while maintaining disciplined... ...or program entries.Chase is a leading financial services firm, helping...Asset
- J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and... ...that span the full spectrum of asset classes through our global network of investment... ...review that may impact multiple customers. Identify and elevate potential issues...Asset
$100k - $125k
...Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives... ...The Market Leader (Vice President) role is a critical member of the Private Wealth sales organization,... ...advisor meetings, portfolio reviews, and group... ...Ability to work in San Francisco, CA or Denver...AssetPermanent employmentTemporary workWork at officeMonday to FridayFlexible hours$75k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth... ...to advise and deliver customized strategies drawn from... ...base salary for this San Francisco, California... ...fiscal year-end.At the Vice President level, the expected... ...Founded in 1869, we are a leading global investment...AssetFull timeTemporary workPart time$75k - $125k
...experience. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs helps... ...empower clients and customers around the world to... ...and customers, and leading-edge technology,... ...rigorous apprenticeship model provides analysts... ...base salary for this San Francisco, California...AssetFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office$75k - $160k
...Description Private Wealth Management (PWM) Goldman Sachs... ...to advise and deliver customized strategies drawn from... ...base salary for this San Francisco, California... ...fiscal year-end. At the Vice President level, the expected... ...in 1869, we are a leading global investment banking...AssetFull timeTemporary workPart timeWork at office$200k - $225k
...financialsolutions through our Wealth Management, Capital... ...relentless,customized service is the... ...assets, and thecapital... ...innovation. Our San Francisco Healthcare... ...accomplished Vice President to join our... ...financial modeling expertise, and... ...transactions with leading...AssetLocal areaFlexible hours- ...Advisors - Client Service Manager - Vice President - San Francisco, CA Job... ...Client Service Business Unit Asset & Wealth Management Posting Date 0... ...broad scope allow us to customize solutions tailored to clients... ...Management delivers industry-leading investment management and...AssetFull timeWork at officeLocal area
- ...offers a pathway to Wealth Management through comprehensive... ...their goals and the asset allocation needed. This... ...Wealth Management. As a Vice President, Private Wealth... ...Responsibilities:Provide unbiased customized wealth and financial... ...delivers industry-leading investment management...AssetWork at office
- The J.P. Morgan Wealth Management (USWM) business... ...$600 billion in Assets Under Management... ...0 offices.As an Vice President, Investment Product... ...complex portfolio data, and verbalize... ...entries.Chase is a leading financial services... ...and put our customers at the heart of...AssetWork at officeRemote workFlexible hoursNight shift
$75k - $160k
...their specific planning needs and manage their financial affairs. Our... ...planning, estate planning and wealth transfer, employee benefits,... ...: Our rigorous apprenticeship model provides analysts and... ...expected base salary for this San Francisco, California, United...AssetFull timeTemporary workPart timeApprenticeshipWork at office$250k
...26-07-13Location: San Francisco, California... ...accountable for management of complex/... ...disciplinary areas. Leads and directs a team... ...overseeing investment portfolios as well as in delivering... ...solutions with asset allocation targets... ...client coverage model, and the candidate...AssetFull timeTemporary work- ...Dwight Securities Management (“DSM”) is an... ...range of real estate asset classes. DSM... ...DSM is seeking a Vice President to lead regional capital... ...financial advisors, wealth management teams,... ...Remote Los Angeles, San Francisco, CA... ...market insights, portfolio positioning, yield...AssetWork at officeRemote workHome office
$125k - $200k
Trimer Capital Management ("Trimer") is a global... ...and offices in San Francisco and New... ...identify investments in leading technology... ...approximately $15 billion in assets under management... ...looking to hire a Vice President for a Spring or... ...of financial modeling 3-6+ years of experience...AssetFull timeSummer workFlexible hours$130k - $160k
...Advisor and leading real... ...sovereign wealth funds, and... ...allocation and management of real... ...billion of assets under advisement... ...existing portfolios on a... ...articles, and custom work for... ...qualified Vice Presidents for our Investments... ...City, or San Francisco.... ...cash flow models including...AssetWork experience placementInternshipWork at officeRemote work3 days per week$171.6k - $338.3k
...high-performing Vice President, Sales... ...Life Sciences portfolio. This is a dedicated... ...sciences SaaS or managed-services sales,... ...organizations.Lead pricing, packaging... ...proprietary data assets, advanced... ...revenue business models.Ability to travel... ...Hiring Ordinance, San Francisco Fair...AssetLocal area- ...Next Gen - Academy for Customer Success San Francisco (Hybrid)... ...SAP Finance & Spend Management (F&S) Knowledge in key areas... ...in Supply Chain, Asset Management, Manufacturing... ..., qualifying leads, and managing sales pipelines... ...and flexible working models help ensure that...AssetFull timeLocal areaWorldwideFlexible hours
$127k - $250k
...and success. As a leading global financial... ...'s investible assets. Every day, our... ...role of Director, Wealth Advisor to join our Wealth Management team. This role is located in San Francisco, or... ...the team coverage model, ensuring appropriate... ...in related customer-facing roles such...AssetTemporary workWork experience placementLocal areaWorldwideFlexible hours- Location San Francisco, USA Employment Type Full... ...across target markets. From customer engagements to... ...Social & Distribution Lead in the Bay Area to scale... ...Turn one strong long‑form asset into multiple high quality... ..., and event recaps Manage company monthly newsletters...AssetFull timeWork at office
- ...SummaryAs a Vice President on the West... ...properties in the San Francisco... ...for managing deal teams,... ...coordinating with asset management,... ...including the CIO, portfolio management,... ...committee.Lead due... ...quantitative modeling and analytical... ...Morgan Asset & Wealth Management delivers...AssetWork at office
$182.75k - $215k
...infrastructure that founders use to manage equity, fund managers use to... ...SPVs representing $250B+ in assets under management, Carta is... ...of tomorrow. As a Lead Customer Marketing Manager, Companies,... ...182,750 - $215,000 salary in San Francisco, CA; New York, NY$1...AssetFull time$250k - $275k
...Group is looking for a Vice President to join our West Coast team based in San Francisco. The team covers... ...; an MBA would be an asset ~ Series licensing or... ...Morgan Stanley, we raise, manage and allocate capital for... ...doing the right thing, leading with exceptional ideas,...AssetTemporary work$139.04k - $208.56k
The Retail Area Group Manager is a senior-level management position... ...of this role is to lead a team, grow sales, build customer loyalty and recommend the... ...Citigroup, its clients and assets, by driving compliance with... ...time Primary Location: San Francisco California United...AssetFull timeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - San F[...]. Be the first to apply!
- funding manager San Francisco, CA
- fixed income portfolio manager San Francisco, CA
- equity fund manager San Francisco, CA
- hedge fund manager San Francisco, CA
- senior portfolio manager San Francisco, CA
- portfolio manager San Francisco, CA
- equity portfolio manager San Francisco, CA
- fund accounting manager San Francisco, CA
- vp customer success San Francisco, CA
- vice president development San Francisco, CA


