Asset & Wealth Management, CSG, US Third Party Wealth, Regional Director, OK/AR Territory - Vic[...]

Goldman Sachs; Chicago (IL); On-site; USD 100,000 - 230,000; Full time

Job summary

An established industry player is seeking a Regional Director for its US Third Party Wealth sales team. This role involves promoting innovative investment solutions and requires strong sales experience in finance. The ideal candidate will excel in communication and presentation skills while collaborating with internal partners. With a focus on building relationships within the Oklahoma/Arkansas territory, this position offers a competitive salary and comprehensive benefits. Join a company that values long-term performance and client satisfaction in a dynamic financial landscape.

Benefits

Comprehensive Benefits

Wellness Programs

Discretionary Bonuses

Qualifications

• Minimum 5 years of financial services sales experience.
• Strong presentation and organizational skills required.

Responsibilities

• Call on targeted firms within the territory.
• Market Goldman Sachs Asset Management products.

Skills

Sales Experience in Finance

Communication Skills

Presentation Skills

Organizational Skills

Self-Motivated

Tools

Series 7 License

Series 63 License

Job description

Asset & Wealth Management, CSG, US Third Party Wealth, Regional Director, OK/AR Territory - Vice President

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Overview

Goldman Sachs Asset & Wealth Management offers a global platform with over $2 trillion in assets, providing clients with innovative investment solutions and a focus on long-term performance. We serve pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Job Description

We are seeking a Regional Director (External Wholesaler) for our US Third Party Wealth Cross Channel sales team, covering firms in Oklahoma/Arkansas. The ideal candidate has successful sales experience in finance, excellent communication skills, and the ability to collaborate with internal partners to promote Mutual Funds, ETFs, SMAs, and Private Alternatives. Residency within the territory is required.

Impact and Responsibilities

• Call on targeted firms within the territory.
• Market Goldman Sachs Asset Management products, including Mutual Funds, ETFs, SMAs, and Private Alternatives.
• Present Goldman Sachs’ value proposition, investment philosophy, and product differentiation through group presentations, seminars, and one-on-one meetings.

Qualifications

• Minimum 5 years of financial services sales experience.
• Strong presentation and organizational skills.
• Self-motivated with the ability to work independently and collaboratively.
• Ability to travel 3-4 days per week; existing relationships in the territory are preferred.
• Series 7 and 63 licenses required.
• Willingness to reside or commute to the territory.

Compensation and Benefits

Base salary ranges from $100,000 to $230,000, plus discretionary bonuses. Goldman Sachs offers comprehensive benefits and wellness programs to qualified employees.

Additional Details

Level: Mid-Senior; Employment type: Full-time; Function: Finance and Sales.