Asset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - San Francisco
$125k - $290kGoldman Sachs
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 IMPACTMulti 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 IMPACTWe are seeking a Vice President to serve as a 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:Portfolio Design· 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 conferencesClient 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, keeping leadership apprised of notable developmentsInvestment 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· 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, 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 $125000-$290000. 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.Posting Date: 2026-06-30
$85k - $270k
...clients. You will lead and cultivate... ...a select portfolio of 8-12 families... ...of significant wealth, and you will... ...ManagementAcross Wealth Management, Goldman Sachs... ...clients and customers around the... ...client assets and legacies.Dynamic... ...for this San Francisco, California, United...AssetFull timeTemporary workPart timeWork at office$85k - $270k
...GSFO) is seeking a Vice President and Trust Relationship Manager to drive the... ...partner to our Private Wealth Advisors, serving... ...significant impact within a leading global financial... ...clients and customers around the world... ...base salary for this San Francisco, California,...AssetFull timeTemporary workPart timeWork at office$75k - $160k
...experience. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs... ...empower clients and customers around the world to... ...and customers, and leading-edge technology, data... ...apprenticeship model provides analysts and... ...base salary for this San Francisco, California, United...AssetFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office$250k
...26-07-13Location: San Francisco, California, United... ...accountable for management of complex/critical... ...disciplinary areas. Leads and directs a team... ...investment portfolios as well as in delivering... ...solutions with asset allocation targets... ...based client coverage model, and the candidate...AssetFull timeTemporary workPart time$75k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth... ...advise and deliver customized strategies drawn from... ...salary for this San Francisco, California, United... ...fiscal year-end.At the Vice President level, the expected... ...Founded in 1869, we are a leading global investment...AssetFull timeTemporary workPart time$192.6k - $344.85k
...ID #26WD94883Research Lead / Principal Scientist... ...LearningAutodesk AI Lab: London · San Francisco · Toronto · Remote (US... ...OpportunityFoundation models are reshaping how... ...and robust in our customers’ high-precision... ...kinds of challenges — and assets — that make post-training...AssetFull timeFor contractorsRemote work$325k - $375k
...as digital assets become central... ...before customers feel them.Build... ...traditional headcount models allow, while... ...licensing portfolio into new... ...and vice versa.Location... ...is based in San Francisco. Relocation... ...and we give managers and teams the... ...itIndustry-leading parental leave...AssetFull timePart timeWork at officeLocal areaRelocation package- MaintainX is the world's leading AI-powered maintenance and asset management platform, serving 14,000+ customers including Duracell, Shell,... ...the data contracts, data models, and platform capabilities... ...LocationMontreal; Miami; Raleigh; San Francisco; TorontoEmployment...AssetPart timeImmediate startWorldwide
- ...This includes LOB business management, strategy & innovation, data... ...role:Wells Fargo is seeking a Lead ISDA Negotiator (Lead... ...discuss deal terms directly with customers and external counterparties... ...York 10001333 Market St. - San Francisco, California 94105550 S Tryon...Full timePart timeWork experience placementWork at office
$289k - $408.5k
...businesses, and leads government relations... ...OverviewAs Vice President, Intellectual Property... ...property assets, directly advancing... ...and distribution models—alongside maintaining... ...compliance, data management, and engineering... ...sense of humor.The San Francisco/Bay Area base salary...AssetFull timePart timeWork at officeWorldwideShift work$250k
...DEVELOPMENTSan Francisco,... ...accounts with asset strategies ranging... ...development. The Vice President/Senior Vice... ...can help lead a thriving team... ...to the Managing Director, Acquisitions... ...Stockbridge Portfolio Managers,... ...financial modeling.Established... ...offices in San Francisco,...AssetPart timeWork at office$275k - $330k
...involves:The Global Head of Customer Experience, Property Management, leads JLL's property management... ...responsive, and a service model that feels consistent whether the asset is in Chicago, London, or Singapore... ...Dallas, TX, New York, NY, San Francisco, CAIf this job description...AssetPart timeLocal areaRemote workWorldwide$133.37k - $156.9k
...best. Helping the customers and businesses we... ...Law Division’s Wealth Management & Investment Services... ...design, delivery models, and governance... ...those related to asset management.-... ...impression.- Ability to lead and work in a... ...Act as well as the San Francisco Fair Chance...AssetFull timePart timeLocal area3 days per week- ...About the teamThe Customer Success Management team (CSM) is part of Customer Experience, which also... ...responsible for building, coaching, and leading an amazing team of Customer Success... ...and more. Miro, co-headquartered in San Francisco and Amsterdam, serves more than 100M...Part timeWork from home
$305k - $419k
...deeply collaborative Vice President of Strategic Events, Experiences & Customer Marketing to lead our global... ...customer marketing portfolio, and brand partnership... ...External Portfolio Management: Oversee Okta's broader... ...candidates located in San Francisco Bay Area. Your...Part timeLocal areaWorldwideFlexible hoursShift work$250k - $275k
...Group is looking for a Vice President to join our West Coast team based in San Francisco. The team covers a... ...required; an MBA would be an asset ~ Series licensing... ...Stanley, we raise, manage and allocate capital for... ...the right thing, leading with exceptional ideas...AssetTemporary work$204k - $240k
...infrastructure that founders use to manage equity, fund managers... ...representing $250B+ in assets under management, Carta... ...of tomorrow. As a Lead Product Manager, you... ...team fit. Our hiring model allows us to match... ...$204,000 - 240,000 in San Francisco, CA; Santa Clara, CA; New...AssetFull timePart time- 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
$60k - $175k
...2026-07-13Location: San Francisco, California, United StatesSalary... ...own team.Citi, the leading global financial... ...has some 200 million customer accounts and does... ...securities brokerage, and wealth management. Citi Bank Retail... ...the future, income, assets, debts, cash flow, and...AssetFull timeLocal area- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients... ...and broad scope allow us to customize solutions tailored to clients... ...transaction processing and asset management. We offer a competitive... ...delivers industry-leading investment management and private...AssetWork at officeLocal area
- ...into a high-visibility role leading San Francisco's Private Bank Client Center... ...this fall.As a Client Center Manager in the Private Bank you will... ...transaction processing and asset management. We offer a competitive... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry...AssetPart timeWork at officeLocal areaFlexible hours
$283k - $425k
...and intelligent customer experiences, because... ....We’re hiring a Vice President, Total Rewards to... ...and cost modeling.Partner with Executive... ...implementing or leading selection/governance... ...Strong track record managing multi-... ...States of America; San Francisco, California, United...Full timeTemporary workPart timeRemote work$261k
...Partnerships, Vice PresidentThe... ...Partnerships Vice President will lead Booz Allen’s... ...for managing partnership operations... ...governance models to ensure... ...partnership portfolios Ability to lead... ...Booz Allen or customer facility.Hybrid... ...McLean, VA; San Francisco, CAType: Full...Full timeContract workPart timeWork at officeLocal areaRemote work- ...Powered by Your Practice.As a Wealth Management Advisor, you will develop a... ...way.TIAA offers an industry-leading benefits package including a... ...fueled by world-class asset management. But we're not just... ...and APAC, please click here.SummaryLocation: San Francisco, CA, USAType:AssetWork at officeFlexible hours
$211.28k - $316.92k
...26-07-27Location: San Francisco, California, United... ...: CitiThe Wealth Group Executive is accountable for management of complex/critical... ...disciplinary areas. Leads and directs a team... ...transparent Citi customer experience.Responsible... ..., its clients and assets, by driving compliance...AssetFull timeTemporary workPart time$190k - $230k
...the financial value for investors, asset owners, operators and maintainers, while... ...Rail Systems Design Coordination Lead based in our San Francisco office and working in Sacramento as... ...ensuring full compliance with the Quality Management process. This includes running Inter...AssetContract workPart timeFor contractorsWork at officeRemote workFlexible hours$200k - $225k
...through our Wealth Management, Capital Markets... ...relentless,customized service is the... ...assets, and thecapital... ...innovation. Our San Francisco Healthcare Investment... ...accomplished Vice President to join our... ...financial modeling expertise, and... ...transactions with leading...AssetLocal areaFlexible hours- ...The J.P. Morgan Wealth Management (USWM) business is focused on helping investors... ...has ~$600 billion in Assets Under Management and ~5,000... ...advisors. This is a thought-leading role where you will be supported... ...relationships and put our customers at the heart of everything...AssetPart time
$208k - $260k
...corporates the ability to move, manage and optimize liquidity... ...and digital assets, under one expanded umbrella... .... We’re hiring a Lead Product Manager to own... ...time-to-value for our customers.API Standardization & Developer... ...the connectivity model.Working knowledge of SOC...AssetFull timePart timeWork at officeLocal area$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. Key Job... ...cash flow models including...AssetWork experience placementInternshipWork at officeRemote work3 days per week
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