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Asset & Wealth Management, ETF Specialist Team, Client Consultant, Associate New York · · Associate

Goldman Sachs Bank AG

New York (NY)

On-site

USD 100,000 - 170,000

Full time

20 days ago

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Job summary

An established industry player is seeking a dynamic Associate to join their Asset & Wealth Management division in New York. This role involves collaborating with ETF Specialists to enhance client relationships and drive sales within the ETF sector. You'll leverage your expertise in fund management and communication skills to support the team in identifying opportunities and executing strategies that will shape client portfolios. If you're passionate about investment management and eager to make a significant impact in a fast-paced environment, this opportunity is perfect for you. Join a team that values innovation and excellence in client service!

Benefits

Competitive salary
Health and wellness benefits
Retirement plans
Professional development opportunities

Qualifications

  • 3+ years in fund management, with ETF sales experience preferred.
  • Strong communication and organizational skills are essential.

Responsibilities

  • Drive sales and service clients within the U.S. alongside ETF Specialists.
  • Conduct proactive outreach to clients to raise assets in ETFs.

Skills

Verbal Communication
Written Communication
Interpersonal Skills
Organizational Skills
Data Analysis
Risk Management
Sales Skills

Education

Bachelor's Degree in Finance or related field

Tools

Excel
PowerPoint
Salesforce
Morningstar
Bloomberg

Job description

Asset & Wealth Management, ETF Specialist Team, Client Consultant, Associate location_on New York, New York, United States

Opportunity Overview

CORPORATE TITLE: Associate
OFFICE LOCATION(S): New York
JOB FUNCTION: External Product Specialists
DIVISION: Asset & Wealth Management
SALARY RANGE: USD 100,000 - 170,000

Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers, providing institutional and individual investors with investment and advisory solutions through 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 public and corporate pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals, and family offices.

The ETF Platform Coverage and Client Consulting Team is part of GSAM's broader ETF Distribution team, which sits within the Client Solutions Group. The team is responsible for developing and nurturing relationships with external and internal platforms as well as enhancing commercial efficiencies, in close collaboration with the ETF Specialist team.

Job Summary & Responsibilities

ETF Client Consultants work closely with the ETF Specialist team responsible for building relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants, and investment advisors across RIA, Independent B/D, Wirehouse, Institutional and Bank channels. ETF Client Consultants support the ETF Specialists, help them scale their commercial efforts, and drive efficiency throughout the distribution process.

Key day-to-day responsibilities include:

  • Partnering with dedicated ETF Specialists and broader distribution teams to drive sales and service clients within the U.S.
  • Employing a data-driven approach to efficiently target opportunities with the highest probability of success.
  • Conducting proactive phone, virtual, and email outreach to clients and prospects of all sizes, with the goal of raising assets in our ETF complex.
  • Participating in phone, virtual, and in-person meetings with ETF Specialists to consistently follow-up with clients, advance the distribution process and deepen relationships both internally and externally.
  • Serving as a liaison and ETF resource to Goldman Sachs Asset Management colleagues within various distribution channels by developing familiarity, and in time expertise, with our ETF product suite.
  • Embracing digital tools to support relationships and communicate impactfully.

Preferred Qualifications and Experience

  • 3+ years of experience in the fund management industry
  • ETF sales and marketing experience preferred (e.g. internal sales desk, sales support or direct client-facing experience)
  • Excellent verbal and written communication skills
  • Strong interpersonal and organizational skills
  • Agility, drive and a positive attitude
  • Good judgment relating to risk management, escalation and ethics
  • Comfortable with Excel and PowerPoint. Familiarity with Salesforce, Morningstar and/or Bloomberg a plus
  • Series 7 and 63 licensed strongly preferred

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.

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.

Salary Range
The expected base salary for this New York, New York, United States-based position is $100000-$170000.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.

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