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全球银行与市场,RIA托管,管理账户与另类资产平台,助理 - 纽约

雇主

Goldman Sachs

地点

New York · 美国

待遇

$面议

工作模式

线下

截止日期

1月15日

福利
Discretionary BonusBenefits Goldman Sachs is committed to providing our people with valuable and cobonus if you are an active employee as of fiscal year-end

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岗位摘要

Associate role supporting SMA platform ecosystem, including manager/TAMP onboarding, client engageme

岗位职责

Goldman Sachs(高盛)岗位:Global Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform, Associate - New York(Global Banking & Markets · Product Management) About the Role
The Custody Solutions Managed Accounts Platform team owns our separately managed account (SMA) platform — the managers on it, the advisors and clients who use it, and the operating infrastructure behind it.
We're hiring an Associate to help run that ecosystem: supporting relationships with third-party SMA managers and TAMPs, acting as a product specialist for advisors, contributing to the product roadmap, and coordinating with the operations, trading, and service functions that keep the platform running.
It suits someone early-to-mid career who is equally comfortable in front of an advisor and in the detail of an operational workflow — and who wants exposure across the full product lifecycle rather than a single narrow function.
Key Responsibilities
Manager & TAMP Relationship Management and Onboarding
• Execute onboarding of new SMA managers and TAMPs — coordinating due diligence, contracting, model delivery setup, operational readiness, and go-live.
• Serve as a day-to-day point of contact for a portfolio of managers and TAMP partners; prepare and support periodic business reviews on flows, performance, and service quality.
• Work with Legal, Compliance, and Risk to progress agreements and ongoing oversight requirements.
• Track and report partner KPIs (assets, net flows, model delivery timeliness, error rates) and flag issues for remediation. Client Engagement / Product Specialist
• Act as a product specialist for investment advisors and prospects — supporting platform overviews, manager deep-dives, and sales presentations.
• Support sales and relationship teams with training materials, competitive positioning, and responses to escalated client questions. Product Development
• Contribute to the SMA/UMA roadmap — new manager and strategy additions, new capabilities, fee structures, and platform enhancements.
• Support business cases with market sizing, competitive benchmarking, economics, and operational feasibility analysis.
• Partner with Technology and Operations on requirements gathering, testing, and rollout. Internal Coordination Across Operations, Trading, and Service
• Coordinate across operations, trading, and service to ensure accounts run to standard.
• Triage platform issues, drive root-cause resolution with the relevant teams, and identify process improvements.
• Maintain platform documentation, procedures, and controls; support audit, risk, and regulatory reviews.
• Balance project work against recurring day-to-day operating requirements. Required Qualifications
• Background in asset management and/or RIA custody — exposure to SMAs, UMAs, model delivery, or managed account platforms at an asset manager, TAMP, broker-dealer, RIA, or custodian.
[3–6] years of relevant experience.
• Client-facing capability — clear and credible communicator with advisors, clients, and external partners, with the ability to grow into senior-level settings.
• Exceptional organizational skills — manages multiple concurrent workstreams, deadlines, and stakeholders without losing detail.
• Cross-functional collaboration — gets outcomes through operations, trading, technology, legal, and sales without direct authority.
• Ownership mentality — picks up projects and unresolved needs and runs with them to completion with limited oversight.
Salary Range The expected base salary for this New York, NY, United States-based position is $80000-$135000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits Goldman Sachsis 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.

申请条件

Background in asset management and/or RIA custody, with exposure to SMAs, UMAs, model delivery, or managed account platforms at an asset manager, TAMP, broker-dealer, RIA, or custodian.
3–6 years of relevant experience.

雇主简介

Goldman Sachs is a leading global investment banking, securities, and investment management firm that provides a wide range of financial services to corporations, financial institutions, governments, and individuals.

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数据来源:Goldman Sachs

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