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Asset & Wealth Management,Client Coverage Group (CCG), Client Relationship Manager - OCIO Pension, Vice President - New York jobs in United States
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Goldman Sachs · 21 hours ago

Asset & Wealth Management,Client Coverage Group (CCG), Client Relationship Manager - OCIO Pension, Vice President - New York

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a highly motivated Client Relationship Manager to support OCIO pension relationships and ensure exceptional client service across various investment products.
FinanceBankingVenture CapitalFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Client relationship managementInstitutional asset managementInvestment acumenMulti-asset portfolio constructionProject managementCommunication skillsMicrosoft ExcelMicrosoft PowerPointMicrosoft WordInterpersonal skillsAttention to detailSelf-starter

Required

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

Financial services industry experience

Benefits

Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

H1B Sponsorship

Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)

Funding

Current Stage
Public Company
Total Funding
$8.5B
2026-01-26Post Ipo Debt· $2.5B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity

Leadership Team

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David M. Solomon
Chairman & Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase