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.- 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$85k - $270k
...specific planning needs and manage their financial affairs... ..., estate planning and wealth transfer, employee... ...mitigate risk and protect assets. Liquidity and Cash... ...and analyze investment portfolios to ensure alignment with... ...expected base salary for this San Francisco, California,...AssetFull timeTemporary workPart timeWork at office- As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point of contact for Financial... ...that unlock liquidity from illiquid or complex assets while maintaining disciplined risk management, strong...Asset
$85k - $270k
...Trust Relationship Manager The Goldman... ...with our Private Wealth Advisors, serving... ...significant impact within a leading global financial... ...clients and customers around the world to... ...base salary for this San Francisco,... ...01 Job Category Vice President Posting Date 03...AssetFull timeTemporary workPart timeWork at office$175k - $200k
Blackstone Private Wealth is seeking a Vice President, Product... ...strategy, risk management, and operational... ...considerations, and portfolio construction use... ...of experience in asset management, investment... ...distribution models, advisor needs,... ...this policy. San Francisco Applicants...AssetLocal area$75k - $160k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...clients to advise and deliver customized strategies drawn from our... ...expected base salary for this San Francisco, California,... ...of fiscal year-end. At the Vice President level, the expected base salary...AssetFull timeTemporary workPart time$75k - $160k
...Private Wealth Management (PWM) Goldman Sachs Private Wealth... ...advise and deliver customized strategies drawn from... ...base salary for this San Francisco, California... ...year-end. At the Vice President level, the expected base... ...in 1869, we are a leading global investment banking...AssetFull timeTemporary workPart time$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$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- ...opportunities About the division Wealth Management includes Private... ...empower clients and customers around the world to... ...clients and customers, and leading‑edge technology, data... ...Associate Locations San Francisco, California,... ...Areas of the Firm Asset & Wealth Management Anaplan...AssetFull timeWork at office
$162.5k - $215k
...Solutions helps clients customize portfolios for unique tax,... ..., and multi-asset. We deliver world... ...our clients, from wealth advisors to... ...seeking Product Manager to lead the design and delivery... ...plus For SF4-San Francisco - 400... ...Our hybrid work model BlackRock's hybrid...AssetApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$104.8k - $148.08k
...while helping more customers achieve... ...needs. The Senior Wealth Advisor, Practice Lead plays a vital role... ...in the Greater San Francisco Bay area... ...and growing net assets over time by delivering... ...not a people management position, this... ...with clients on portfolio, market, and...Asset16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours$65k - $80.2k
...best. Helping the customers and businesses we... ...Description The Wealth Management Advisor (WMA) position... ...products lead on the Wealth Management... ...capabilities including portfolio management, trust... ...using U.S. Bank's Asset Management Group (... ...as well as the San Francisco Fair Chance...AssetTemporary workWork experience placementLocal area$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$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$75k - $160k
...client experience. Wealth Management Across Wealth Management... ...empower clients and customers around the world to... ...clients and customers, and leading-edge technology, data,... ...apprenticeship model provides analysts and... ...base salary for this San Francisco, California,...AssetFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office- Private Wealth Client Relationship Manager - Bank of America Corporation, San Francisco, CA Merrill Wealth... ...Management is a leading provider of... ...Optimal Practice Model and the Client Experience... ...Strong customer service and communication... ...increase client assets. Responsible for...AssetContract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
$107.12k - $160.68k
The Branch Manager SAFE Act is a senior management... ...of this role is to lead a team grow sales, build customer loyalty and... ...categories Support portfolio growth by identifying... ...Citigroup, its clients and assets, by driving compliance... .... Primary Location: San Francisco,...AssetTemporary work$80.48k - $120.72k
## Branch Manager Safe Act - San Francisco CA, Area- Assistant Vice PresidentApplylocations: San Francisco... ...to grow sales, build customer loyalty and recommend the... ...and terminations* Lead the recruitment/selection... ...Citigroup, its clients and assets, by driving compliance...AssetFull time$250k
...is 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... ...Primary Location San Francisco California...AssetFull timeTemporary work- 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
$110k - $170k
...Hive Hive is the leading provider of... ...developers with a portfolio of best-in-class... ...pre-trained AI models, serving billions of customer API requests every... ...globally in our San Francisco, Seattle... ...of information assets Report actual or... ...and stakeholder management Prior professional...Asset$23.32 per hour
...Retail Sales Lead Supervisor Work is Sweet! 'Quality... ...and providing superior customer service. See's is a... ...reports to the Shop Manager and collaborates closely... ...protection of company assets, and banking. Ensure... ...federal law (including San Francisco Ordinance #13...AssetHourly payLocal areaShift work- ...address their specific planning needs and manage their financial affairs. Our holistic... ...preparation and planning, estate planning and wealth transfer, employee benefits, risk... ...YOUR POTENTIAL Our rigorous apprenticeship model provides analysts and associates with the...AssetApprenticeshipWork experience placementWork at office
$300k
...the backlog. Founded in San Francisco and backed by... ...and is trusted by leading organizations, including... ..., into a platform that customers are embedding at the center... ..., Technical Account Management, Technical Support, and... ...management. Build a TAM model that maps to customer segment...Contract workCurrently hiringLocal areaRemote workFlexible hoursShift workWeekend work- Asset & Wealth Management, Growth Equity Investing, Associate - San Francisco / New York Bringing together traditional... ...for the world’s leading institutions,... ...strategies at our existing portfolio companies We are... ...Strong financial analysis/modelling experience with...AssetFull timeWork at officeWorldwide
$160.3k - $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$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding... ...extraordinary customer service while... ...relationship management, not portfolio management... ...About Us Chase is a leading financial services... ...~$400 billion in assets under management and...Asset- Asset & Wealth Management, Growth Equity Investing, Associate - San Francisco / New York location_on San Francisco... ...for the world’s leading institutions, financial... ...at our existing portfolio companies We are looking... ...Strong financial analysis/modelling experience with...AssetFull timeTemporary workWork at officeWorldwide
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