Asset & Wealth Management, Third Party Wealth, Exchange-Traded Funds (ETF) Business Development Sales Specialist, Vice President (West Coast Territory)
Goldman Sachs · San Francisco, CA
- On site
- Full-time
- $125,000 / year
- San Francisco, CA
Job highlights
- Drive ETF sales and market share growth.
- Collaborate with sales teams and educate clients.
- Present investment strategies and product positioning.
- Utilize strong investment acumen and analytical skills.
- Requires 5+ years ETF experience and FINRA licenses.
About the role
About Asset & Wealth Management at Goldman Sachs
A career with Goldman Sachs Asset & Wealth Management offers the chance to help clients globally achieve their potential while fostering your own growth. As a leading asset manager with over $3.6 trillion in assets under supervision, you'll engage in exciting investment opportunities, collaborate with diverse talent, and build strong client relationships. We foster a culture of integrity and transparency, driving sustainable success through a passion for our work, clients, and innovation.
Our Impact
Goldman Sachs Asset Management (GSAM) provides innovative investment solutions through a global, multi-product platform. We combine the advantages of a large firm with the benefits of a boutique, serving as one of the pre-eminent investment management organizations worldwide. Our success relies on a global team of talented professionals who drive change and define solutions across our operational infrastructure.
Third Party Wealth (TPW)
TPW markets GSAM's investment products and services to financial intermediaries and advisors. We focus on building and maintaining long-term client relationships and communicating key themes from our leading investment professionals. GSAM offers investment solutions across all major asset classes, including mutual funds, ETFs, separate accounts, and alternative investments.
Job Description: ETF Specialist
The ETF Specialist role is part of the Global ETF Distribution Team. This position involves an individual sales process and collaboration with GSAM Regional Directors (External Wholesalers), Sales, and Relationship Management teams to increase market penetration of Goldman Sachs ETF products and services. You will engage with retail and institutional distribution channels, including Broker-Dealers, RIAs, Institutions, and ETF Strategists.
A successful candidate will possess experience with ETFs, a strong understanding of capital markets, portfolio analytics, and investment research. A consultative and client-centric business development approach is essential.
Role & Responsibilities
- Collaborate with Regional Directors and key Sales/Relationship Managers to drive ETF market share growth and net sales of US-listed GSAM ETFs.
- Serve as the primary point of contact for Regional Directors, supporting their ETF sales efforts.
- Educate diverse clients on investment strategies, product positioning, and portfolio implementation across the GSAM ETF Suite.
- Conduct compelling group and individual presentations (in-person and virtual) to showcase the GSAM ETF Platform.
- Respond to client inquiries regarding fund features and performance, individually and with support from sales teams.
Experience, Skills & Qualifications
- 5+ years of ETF-related experience in sales, product specialist, or investment roles.
- Undergraduate degree in business, finance, or a related discipline required.
- CFA, MBA, and/or CIMA designations are preferred.
- FINRA Series 7 & 63 required.
- Willingness and ability to travel extensively.
- Excellent in-person and virtual presentation skills, with strong verbal and written communication abilities.
- A growth mindset and business-owner mentality, actively seeking sales opportunities, innovation, and continuous improvement.
- Strong investment acumen and background.
- Proficient analytical and critical thinking skills.
- Ability to leverage data for data-driven decision-making and maximizing productivity.
- A passion for capital markets, asset management, and ETFs.
This position will be based in one of the following Goldman Sachs offices: San Francisco, CA; Los Angeles, CA; Seattle, WA; Salt Lake City, UT or Newport Beach, CA.
Key skills/competency
- ETF Sales
- Business Development
- Capital Markets
- Portfolio Analytics
- Investment Research
- Client Relationship Management
- Sales Presentations
- Financial Intermediaries
- Asset Management
- Sales Strategy
Skills & topics
- ETF Sales Specialist
- Business Development
- Sales
- Asset Management
- Wealth Management
- ETFs
- Goldman Sachs
- Capital Markets
- Financial Services
- Investment Sales
How to get hired
- Tailor your resume: Highlight your 5+ years of ETF sales experience, capital markets knowledge, and FINRA Series 7 & 63.
- Showcase your acumen: Emphasize your consultative sales approach, presentation skills, and passion for ETFs in your application.
- Prepare for interviews: Be ready to discuss investment strategies, portfolio analytics, and how you drive sales growth.
- Demonstrate your fit: Highlight your growth mindset, business-owner mentality, and ability to leverage data in your responses.
- Network strategically: Connect with GSAM professionals on LinkedIn to learn more about the culture and team.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the salary range for the ETF Business Development Sales Specialist role at Goldman Sachs?
- The expected base salary for this position in the specified West Coast locations ranges from $125,000 to $290,000 annually. Additionally, you may be eligible for a discretionary bonus.
- What are the required qualifications for the ETF Business Development Sales Specialist at Goldman Sachs?
- You will need a minimum of 5 years of ETF-related experience in sales, product specialist, or investment roles, an undergraduate degree in business or finance, and FINRA Series 7 & 63 licenses. CFA, MBA, or CIMA designations are preferred.
- What is the travel expectation for this ETF sales role at Goldman Sachs?
- The role requires comfortable and extensive travel to support sales efforts across the West Coast territory. You should be prepared for regular in-person client meetings and presentations.
- Can I apply for the ETF Business Development Sales Specialist role if I don't have all the preferred qualifications like a CFA or MBA?
- Yes, while CFA, MBA, and CIMA designations are preferred, they are not strictly required. Your 5+ years of relevant ETF experience and required FINRA licenses are the primary qualifications.
- How does Goldman Sachs Asset & Wealth Management leverage technology in this ETF sales role?
- The role emphasizes data-driven decision-making to maximize productivity. You'll need the ability to utilize data and analytical tools to inform sales strategies and client engagement.
- What kind of clients will I be working with as an ETF Business Development Sales Specialist?
- You will engage with a variety of clients across retail and institutional distribution channels, including Broker-Dealers (independent and wirehouse), RIAs, Institutions, and ETF Strategists.
- Is this ETF sales position remote or on-site at Goldman Sachs?
- This position is based in one of the specified Goldman Sachs offices on the West Coast (San Francisco, Los Angeles, Seattle, Salt Lake City, or Newport Beach), indicating an on-site or potentially hybrid arrangement depending on office policy.