Asset & Wealth Management, Retirement Intermediary Sales (RIS), Regional Consultant, AssociateChicago, Illinois, United States
Asset & Wealth Management, Retirement Intermediary Sales (RIS), Regional Consultant, Associate
Asset & Wealth Management, Retirement Intermediary Sales (RIS), Regional Consultant, AssociateChicago, Illinois, United States

ASSET & 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 while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

YOUR IMPACT

Are you a dynamic, quick-thinking self-starter with a real passion for the financial markets, exceptional interpersonal skills and interest in a career in sales? We are looking for a professional with strong communication skills who has the ability to thrive in a dynamic environment and successfully increase the sale of GSAM products by connecting with Financial Advisors. The Regional Consultant (internal wholesaler) position is a fast paced, challenging sales role for self-motivated and driven sales professionals.

OUR IMPACT

Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies.  We help our clients navigate today's dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.

Regional Consultants sit within our Retirement Intermediary Sales (RIS) team, which is responsible for expanding GSAM's investment management presence in the Defined Contribution Investment Only (DCIO) space by building relationships with plan sponsors, record keepers, trading platforms, consultants, retirement wholesalers, and investment advisors. We achieve this through offering world class portfolio management, superior value-added and thought leadership tools, and re-eminent client service for our advisors and investors.

As part of the Retirement Solutions Group, Regional Consultants are dedicated to increasing the sale and awareness of GSAM products through telephone presentations, calling on Financial Advisors and selling mutual funds and DCIO services to our clients in the retirement arena. 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Conduct proactive telephone sales presentations to top tier clients and prospects, highlighting the GSAM products and value proposition
  • Partner with Retirement Directors (external wholesalers) to manage an assigned territory within the U.S., driving sales and assets through execution of a defined territory plan and sales process
  • Build strong relationships with advisors through telephone interaction (limited travel to client sites)
  • Effectively profile advisors to understand their practice, clients and investment process so that we can better identify and meet their needs, as well as position Goldman Sachs products / services
  • Provide portfolio construction and practice management support to Financial Advisors, helping them strengthen their client relationships and grow their business
  • Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships
  • Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • At least 2 years successful sales experience
  • General financial service industry experience
  • Strong understanding of the Defined Contribution and/or Recordkeeping marketplace
  • Bachelor's degree
  • Series 7 and Series 63 licensed r obtained within 3 months of joining  
  • Excellent interpersonal skills and ability to work efficiently with others
  • Commercially oriented
  • Excellent verbal communication and presentation skills
  • Project management skills