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Global Banking & Markets, RIA Custody, Solutions Specialist, Vice President Ne

GOLDMAN SACHS & CO. LLC

NEW YORK, NYJob$150–300K/yrSeen 5 days agoSeen in employer's feed 5 days ago

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At a glance

Compensation
$150–300K/yr
Location
NEW YORK, NY
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

FINRA Series 7 And 63 Or 66 LicensesBachelor's degree

Job overview

Goldman Sachs is seeking a Vice President, Solutions Specialist for its RIA Custody team. The specialist will support independent financial advisors serving high-net-worth clients with capital markets, alternative investment, and customized banking and lending solutions. The role includes advisor education, client relationship growth, collaboration with trading and asset management teams, and improving implementation practices and workflows.

Skills & qualifications

RequiredNice to have

Skills

Capital MarketsEquity DerivativesStructured ProductsLong/Short SMAsComplex HedgingMonetizationBanking and Lending SolutionsRIA ProductsAlternative Asset ClassesInstitutional Portfolio ConstructionRelationship BuildingCommunicationPresentation SkillsFinancial Concept Translation

Qualifications

Bachelor's in Finance, Economics, Mathematics or Related FieldMBACFACAIA5+ Years Capital Markets, Structured Products, Private Wealth Management or Investment Banking ExperienceFINRA Series 7 and 63 or 66 Licenses

Full job description

Position OverviewWe are seeking a Vice President, Solutions Specialist to join our RIA Custody team. In this role, you will serve as the critical bridge between our institutional-grade capabilities and independent financial advisors serving High-Net-Worth clients.As a trusted partner, you will extend a deep, hands-on knowledge of capital markets, including equity derivatives, structured products, and long/short SMAs, combined with proven experience with complex hedging, monetization, and customized banking and lending solutions.Key Responsibilities1. Client Engagement, Marketing & Growth Initiatives * Deliver Tailored Wealth Advisory Solutions: Serve as the dedicated subject matter expert for financial advisors, collaborating with cross-functional stakeholders as well as marketing to design institutional-grade capital markets solutions and educational resources for HNW clients. * Relationship Management and Growth: Engage existing clients to identify cross-divisional opportunities across the broader Goldman Sachs, deepening wallet share, accelerating account growth, and securing long-term client retention.2. Asset Management, Alternative Investment & Capital Markets Solutions * Educate advisors on strategies for concentrated equity holdings and complex derivative-based solutions, including equity collars, variable prepaid forwards, exchange funds, and covered call writing programs to advisors. * Collaborate with trading desks to present bespoke structured notes solutions that align with specific advisor market outlooks and risk-return objectives. * Drive advisor awareness of to the firm's private market offerings, including private equity, private credit, real estate, and hedge funds. * Partner with GS Asset Management teams to support delivery of customized solutions.3. Implementation Best Practices & Operational Excellence * Establish, refine, and help implement best practices to help RIAs optimize the way they engage with GS. * Drive operational efficiency by collaborating with technology and operations teams to streamline product access and workflows.Qualifications & Experience * Education: Bachelor's degree in Finance, Economics, Mathematics, or a related field. An MBA, CFA, or CAIA designation is preferred. * Experience: Minimum of 5-7 years of experience in capital markets, structured products, private wealth management, or investment banking. * Licensing: Active FINRA Series 7 and 63 or 66 licenses are required. * Technical Skills: * Deep understanding of the products most commonly used by RIAs. * Strong familiarity with alternative asset classes and institutional portfolio construction. * Interpersonal Skills: Looking for a proven relationship-builder with willingness to travel to meet clients and prospects face-to-face. Exceptional communication and presentation skills, with a proven ability to translate highly complex financial concepts into actionable strategies for advisors and clients.Salary Range The expected base salary for this New York, NY, United States-based position is $150000-$300000. 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 Fem Ale/Minority/Disability/Vet.

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