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About the Role
The Custody Solutions Managed Accounts Platform team owns our separately managed account (SMA) platform ā 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 ā and who wants exposure across the full product lifecycle rather than a single narrow function.
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Key Responsibilities
Manager & TAMP Relationship Management and Onboarding
- Execute onboarding of new SMA managers and TAMPs ā 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.
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Client Engagement / Product Specialist
- Act as a product specialist for investment advisors and prospects ā 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.
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Product Development
- Contribute to the SMA/UMA roadmap ā 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.
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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.
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Required Qualifications
- Background in asset management and/or RIA custody ā exposure to SMAs, UMAs, model delivery, or managed account platforms at an asset manager, TAMP, broker-dealer, RIA, or custodian. [3ā6] years of relevant experience.
- Client-facing capability ā clear and credible communicator with advisors, clients, and external partners, with the ability to grow into senior-level settings.
- Exceptional organizational skills ā manages multiple concurrent workstreams, deadlines, and stakeholders without losing detail.
- Cross-functional collaboration ā gets outcomes through operations, trading, technology, legal, and sales without direct authority.
- Ownership mentality ā 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 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.
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