Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution ([...]

Goldman Sachs; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a Vice President for its Retirement Solutions team, focusing on Defined Contribution services. This role offers the chance to work with large plan sponsors, develop strategic client relationships, and collaborate with talented colleagues. The ideal candidate will bring extensive experience in asset management, exceptional communication skills, and a strong work ethic. Join a dynamic team that values integrity and transparency, and contribute to a culture that prioritizes sustainable success and client satisfaction. This position promises exciting challenges and opportunities for professional growth.

Qualifications

• 10+ years in Defined Contribution or asset management industries.
• Strong communication and presentation skills are essential.
• Ability to manage client relationships and territory effectively.

Responsibilities

• Maintain relationships with large plan sponsors and generate new sales.
• Collaborate with investment teams for client meetings.
• Develop strategic plans for individual clients.

Skills

Client Development

Presentation Skills

Territory Management

Investment Products Knowledge

Communication Skills

Problem-Solving Skills

Education

Bachelor's Degree

MBA or CFA

Tools

Salesforce / CRM Platforms

Job description

Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution (DC) Midwest Institutional Sales - Vice President

Join to apply for the Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution (DC) Midwest Institutional Sales - Vice President role at Goldman Sachs

Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution (DC) Midwest Institutional Sales - Vice President

2 days ago Be among the first 25 applicants

Join to apply for the Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution (DC) Midwest Institutional Sales - Vice President role at Goldman Sachs

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.

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.

More About This Job

This role resides in the Retirement Solutions business within the Client Solutions Group of Goldman Sachs Asset Management (GSAM). Retirement Solutions includes our Defined Contribution business, our Retirement Intermediary and Insurance business and a dedicated large market retirement distribution effort. Within Defined Contribution, our primary offerings span investment products across the asset class spectrum (DCIO), advisory/OCIO services and digital advice/managed accounts.

YOUR IMPACT

We are seeking a highly motivated and experienced Vice President to join a dedicated large market distribution team within our Retirement business. Based within the Client Solutions Group, this individual will identify, develop and maintain relationships with large plan sponsors, represent our Defined Contribution services and work in close coordination with other internal sales and consultant relations partners in the West Coast. This individual has experience working in a relevant aspect of the Defined Contribution market and is a strong communicator, effective presenter, self-motivated and well-versed in a wide array of investment products and services relevant to large DC plans. We are seeking someone with the ability to manage a territory, strengthen client relationships, deliver follow-through and cold call successfully while coordinating internally with other teams in a highly collaborative environment.

OUR IMPACT

Goldman Sachs Asset Management is one of the world’s leading investment managers. Goldman Sachs Asset Management 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.

The Retirement Solutions business operates across our many parts of GSAM, including our Client Solutions Group, Public and Private investing areas, and our Engineering and Operations teams. Together, we provide leading investment management, advisory and digital advice services to Defined Contribution plans and providers, insurers, intermediaries and other business partners.

Responsibilities And Qualifications

HOW YOU WILL FULFILL YOUR POTENTIAL

• Maintain direct and/or co-coverage responsibility for large plan sponsor organizations focused on generating new sales and maintaining ongoing relationships
• Quickly develop expertise across the GSAM DCIO product array
• Build familiarity with our other DC services, such as advisory/OCIO and digital advice/managed accounts, where subject matter experts are available for partnership with you as specific opportunities develop
• Develop and execute a strategic plan for each individual client, which outlines selling opportunities, a service plan and specific deliverables across all asset classes, in coordination with other distribution teams
• Collaborate with investment and product teams to prepare and review materials for new business opportunities and existing client relationship meetings
• Participate in internal tracking and business planning exercises
• Provide market feedback to management and product teams
• Participate in industry forums and maintain significant external industry presence
• Effectively manage a large geographical territory (specific territory and coverage is flexible)
  
  

Minimum Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelors degree and 10+ years of work experience in relevant area(s) of the Defined Contribution and/or asset management industries
• Strong work ethic, highly self-motivated and entrepreneurial
• Exceptional presentation and communication skills
• Strong territory management and client development skills, including ability to cold call successfully
• Ability to maintain a consistent travel schedule, and manage to a travel budget
• Strong knowledge of DC services and relevant investment products across all major asset classes
• Strong organizational and problem-solving skills, with attention to detail and excellent follow-through
• Highly collaborative and thrives in a team-based environment
• Interpersonal skills: ability to build the trust and confidence of clients, ability to strengthen client relationships through ongoing dialog and interactions, ability to work well with others internally to accomplish client objectives
• Compliance-oriented
  
  

Preferred Qualifications

• Existing relationships with large DC plan sponsors and consultants
• Functional understanding of Salesforce / CRM platforms
• MBA or CFA charter a plus
• Series 7 and 63 required (or must be obtained within three months of employment)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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