Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Boston
2 weeks ago
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Boston Apply for the Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Boston role at Goldman Sachs. Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. With over $2 trillion in assets under supervision, this role offers exciting investment opportunities and collaboration across asset classes and regions. The team values integrity, transparency, diversity, and sustainable success. Job Description The Wealth Investment Solutions Exchange Funds team seeks a highly motivated Vice President to manage the Exchange Fund complex. This position provides tax‑efficient diversification solutions to high‑net‑worth clients, leveraging a 25‑plus year history of alternative investment product structuring and platform distribution. Role The successful candidate will be a member of the Exchange Funds team, responsible for portfolio management, client engagement, and operational design. This analytical, detail‑oriented role supports business development and portfolio management for alternative investment offerings. Core Responsibilities Develop product knowledge of exchange funds and structuring rules and regulations. Engage with clients, advisors, and distribution platforms to understand needs and provide tax‑aware solutions. Participate in product innovation, structuring, and design of new offerings. Create marketing materials and bespoke client studies. Assist sales with fund‑specific inquiries to deliver commercial outcomes. Work with engineering teams to design portfolio management algorithms and investment processes. Understand interactions between private and public assets within the fund. Manage client onboarding with the lead portfolio manager. Maintain the fund (risk monitoring, credit facility servicing, etc.). Liaise with engineering to execute the strategic roadmap for a digital client experience. Basic Qualifications 5–10 years of asset management or wealth management experience. Strong analytical and problem‑solving skills with attention to detail. Background in quantitative techniques and investment strategies (preferred). Experience supporting exchange funds or evaluating client portfolios and tax considerations (plus). Strong interest in capital markets, asset management, and understanding of traditional and alternative asset classes. Risk management and control orientation. Team player, self‑motivated, able to work autonomously and collaboratively. Well organized, proactive, decisive, and able to manage multiple tasks in a fast‑paced environment. Creative with good problem‑solving abilities. Excellent communication and writing skills. Ability to build relationships with a wide variety of people. Bachelor’s degree; CFA preferred. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Referrals increase your chances of interviewing at Goldman Sachs by 2x. Get notified about new Wealth Manager jobs in Boston, MA. #J-18808-Ljbffr
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Boston, Massachusetts, United States Goldman Sachs Full time $100,000 - $200,000 per yearAsset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while...
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Boston, United States Goldman Sachs Full timeAsset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while...
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Boston, United States The Goldman Sachs Group Full timeAsset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...
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Boston, United States Goldman Sachs Full timeAsset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...
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J.P. Morgan Wealth Management
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J.P. Morgan Wealth Management
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Boston, United States JPMorgan Chase & Co. Full timeOverviewWealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, . Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (., asset titling,...
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Boston, MA, United States Blue Owl Capital Full timePrivate Wealth, RIA Strategic Accounts, Vice President / Principal Join to apply for the Private Wealth, RIA Strategic Accounts, Vice President / Principal role at Blue Owl Capital . Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $284 billion in assets under management as of June 30, 2025, we invest across...
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J.P. Morgan Wealth Management
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Boston, United States JPMorgan Chase & Co. Full timeWealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, . Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (., asset titling, beneficiary...
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Boston, MA, United States Blue Owl Capital Full timePrivate Wealth, RIA Strategic Accounts, Vice President / Principal Join to apply for the Private Wealth, RIA Strategic Accounts, Vice President / Principal role at Blue Owl Capital . Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $284 billion in assets under management as of June 30, 2025, we invest across three...
