Global Markets, RIA Custody - Technology Consultant, VP

Location(s) US-NY-New York
Job ID
Schedule Type
Full Time
Global Markets
Business Unit
RIA Custody Group
Employment Type



Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor.


Do you want to be energized every day and think creatively? Do you have a passion for helping RIAs solve problems, grow their business? Do you appreciate having your ideas heard and seeing them implemented?  If so, keep reading.


This is a unique opportunity to join one of the most prestigious financial services firms as we create a new destination for RIAs to partner and grow their business.


We are building a team of smart, talented and capable professionals who want leverage their varied expertise to disrupt the current RIA custody model and help RIAs deliver an exceptional client experience.


In this role, you will be stretched to think bigger and have an opportunity to work with some of the industry’s best and brightest. 


This is an exciting time to join a high growth new business inside Goldman Sachs with access to tremendous resources and a clear vision.



  • Collaborate with our business development and relationship management teams to help RIAs unlock the power of our digital first platform to create scale as they grow their business.
  • Help clients and prospects navigate the robust fintech landscape as they select the right solutions for their business as they create their ideal client experience.
  • Help advisors futureproof their business through dedicated consulting and thought leadership.
  • Be a constant student of the business and stay plugged into current and future technology and practice management trends for RIAs.
  • Be the subject matter expert for Goldman Sachs prospects, clients, Sales and Relationship Management teams, as well as other internal and external business partners.
  • Represent Goldman Sachs at client & industry events delivering our platform value proposition and industry insights through 1:1 conversation and speaking engagements


Qualifications & Experience

  • 7+ years within the financial services industry with exposure to operations and technology in RIA firms, broker-dealers and/or related businesses.
  • Ability to adapt and thrive in a fast-paced environment, executing on multiple priorities, meeting deadlines and consistently delivering exceptional results.
  • Familiarity with RIA industry software, including but not limited to portfolio accounting, rebalancing, CRM, financial planning, risk analysis, client portals, document management and digital advice, etc.
  • Strong consulting skills with the ability to listen, assess issues, analyze options, solve problems, and design “win/win” solutions.
  • Outstanding interpersonal skills for building and maintaining close working relationships with clients, internal partners and stakeholders, and third-party vendors.
  • An excellent communicator who can translate complex ideas into simple yet specific and actionable plans
  • Bachelor’s degree in business or related degree preferred.
  • CFP or other industry designation a plus
  • Series 7 & 63
  • Travel between 30-50%
  • Military education or experience may be considered in lieu of civilian requirements listed



At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

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Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity