Client Relationship Management
Goldman Sachs Bank AG, New York, NY, United States
Asset & Wealth Management,Client Coverage Group (CCG), Client Relationship Manager - OCIO Pension, Vice President - New York location_on New York, New York, United States
Opportunity Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) New York assignment JOB FUNCTION Client Relationship Management account_balance DIVISION Asset & Wealth Management
YOUR IMPACT We are seeking a highly motivated, commercially minded professional with strong investment acumen and a passion for client engagement to support our OCIO pension relationships within our Multi-Asset Solutions business. The Client Relationship Manager will serve as a trusted partner to a broad range of complex institutional relationships – including corporate pensions, endowments and foundations, and healthcare organizations. The successful candidate will combine strong communication and stakeholder management skills with disciplined execution to deliver superior client service. The Client Relationship Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.
OUR IMPACT Goldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.
The Client Coverage Group (CCG) within Asset Management is dedicated to servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management, while also looking for opportunities to expand the relationship. This involves partnering closely with the sales team and portfolio management team, keeping them abreast of recent interactions with clients, and collaborating with business and operations teams to address client queries.
HOW YOU WILL FULFILL YOUR POTENTIAL
Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery
Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing
Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization
Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client
Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients
BASIC QUALIFICATIONS
Bachelor’s degree, preferably in business or finance-related studies
5-10 years of relevant experience in institutional asset management, OCIO investment consulting, or related coverage roles
Direct experience working with corporate pension plans; familiarity with funded status considerations, liability-aware investing, and pension governance structures
Understanding of multi-asset portfolio construction, asset allocation, performance attribution, risk management or accounting principles would be beneficial
Experience preparing or contributing to materials for Investment Committees, Boards, or other intuitional governance bodies
Strong knowledge of investment policy statements (IPS), investment management agreements (IMA), and institutional documentation standards
Comfortable coordinating across Portfolio Management, Legal, Operations, and Compliance teams to support mandate implementation and oversight
Defined project management and problem-solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands‑on approach to resolving issues, in partnership with other teams
Exceptional interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
Strong organizational skills and attention to detail, time management skills and excellent follow-through
Strong written and oral communication skills
Motivated and proactive self-starter with strong work ethic
Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools
PREFERRED QUALIFICATIONS
Financial services industry experience
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.
Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer.
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Opportunity Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) New York assignment JOB FUNCTION Client Relationship Management account_balance DIVISION Asset & Wealth Management
YOUR IMPACT We are seeking a highly motivated, commercially minded professional with strong investment acumen and a passion for client engagement to support our OCIO pension relationships within our Multi-Asset Solutions business. The Client Relationship Manager will serve as a trusted partner to a broad range of complex institutional relationships – including corporate pensions, endowments and foundations, and healthcare organizations. The successful candidate will combine strong communication and stakeholder management skills with disciplined execution to deliver superior client service. The Client Relationship Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.
OUR IMPACT Goldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.
The Client Coverage Group (CCG) within Asset Management is dedicated to servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management, while also looking for opportunities to expand the relationship. This involves partnering closely with the sales team and portfolio management team, keeping them abreast of recent interactions with clients, and collaborating with business and operations teams to address client queries.
HOW YOU WILL FULFILL YOUR POTENTIAL
Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery
Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing
Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization
Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client
Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients
BASIC QUALIFICATIONS
Bachelor’s degree, preferably in business or finance-related studies
5-10 years of relevant experience in institutional asset management, OCIO investment consulting, or related coverage roles
Direct experience working with corporate pension plans; familiarity with funded status considerations, liability-aware investing, and pension governance structures
Understanding of multi-asset portfolio construction, asset allocation, performance attribution, risk management or accounting principles would be beneficial
Experience preparing or contributing to materials for Investment Committees, Boards, or other intuitional governance bodies
Strong knowledge of investment policy statements (IPS), investment management agreements (IMA), and institutional documentation standards
Comfortable coordinating across Portfolio Management, Legal, Operations, and Compliance teams to support mandate implementation and oversight
Defined project management and problem-solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands‑on approach to resolving issues, in partnership with other teams
Exceptional interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
Strong organizational skills and attention to detail, time management skills and excellent follow-through
Strong written and oral communication skills
Motivated and proactive self-starter with strong work ethic
Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools
PREFERRED QUALIFICATIONS
Financial services industry experience
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.
Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer.
#J-18808-Ljbffr