Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago

Candidate Experience Site - Lateral; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Commission-based compensation

Job summary

Goldman Sachs Asset & Wealth Management in Chicago seeks a Regional Consultant (internal wholesaler) to engage financial advisors, present GSAM solutions, and drive capital formation in a dynamic sales role.

You will work in the Independent Advisor Channel and Investment Consulting Group, building relationships, conducting tele-sales, virtual meetings, and occasional travel to expand client coverage.

Qualifications

• At least 2 years successful sales experience.
• General financial service industry experience.
• Bachelor's degree.
• Series 7 and Series 63 licensed or 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.

Responsibilities

• Profile advisors to understand practice, clients, and investment process.
• Conduct proactive telephone and virtual sales presentations to top tier clients.
• Partner with Regional Directors to manage an assigned territory in the U.S.
• Build relationships with advisors primarily through telephone and virtual engagements.
• Provide portfolio construction and practice management support.
• Execute consistent follow up with advisors to advance sales.
• Demonstrate organized territory management and sales skills.

Skills

2+ years sales experience

Financial services experience

Asset management knowledge

Interpersonal skills

Verbal communication

Project management

Presentation skills

Education

Bachelor's degree

Job description

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

As a Regional Consultant (internal wholesaler), you will be working within Goldman Sachs Asset & Wealth Management, driving client engagement, and positioning our investment products with financial advisors across the industry. We are looking fora dynamic, quick-thinking, self-starter with a passion for the financial markets, exceptional interpersonal skills, and interest in a sales career.

OUR IMPACT

Regional Consultants sit within our Independent Advisor Channel (IAC) and our Investment Consulting Group (ICG). The two teams are responsible for expanding GSAM's investment management presence across Broker-Dealers, Independents, and Investment Advisors. We build relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants, and advisors by offering world class portfolio and risk management services, superior thought leadership, and pre-eminent client service to our clients.

As a member of our team, Regional Consultants work to increase the sale and awareness of GSAM client solutions (including mutual funds, exchange traded funds, private alternatives, and separately managed accounts)through telephone presentations, virtual meetings, email correspondence, attending industry conferences and territory travel.

HOW YOU WILL FULFILL YOUR POTENTIAL

Job Summary & Responsibilities

• Effectively profile advisors to understand their practice, clients, and investment process so that we can better serve their needs as well as strategically position Goldman Sachs products/services
• Conduct proactive telephone and virtual sales presentations to top tier clients and prospects, highlighting the GSAM products and value proposition with the ultimate goal of raising capital in our investment strategies.
• Partner with Regional Directors(external wholesalers) to manage an assigned territory within the U.S., driving sales and assets through execution of a defined territory strategy and sales process
• Build strong relationships with advisors primarily through telephone interaction and virtual engagements (limited travel to client sites)
• 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 sales skills on a consistent basis

SKILLS & EXPERIENCE WE'RE LOOKING FOR

Basic Qualifications

• At least 2 years successful sales experience
• General financial service industry experience
• Strong understanding of the Asset Management space and the Public Markets
• Bachelor's degree
• Series 7 and Series 63 licensed or 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

Please note this is a commission based role in addition to the base salary. Commissions are paid on a quarterly Basis.

ABOUT GOLDMAN SACHS

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 GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.