Global Banking & Markets, RIA Custody, Solutions Specialist, Vice President - New York

Position Overview

We 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 Responsibilities

1. 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.