Asset & Wealth Management, Goldman Sachs Ayco, Workplace Solutions, Relationship Management, Analyst, Dallas, TX

SRI Conference; Dallas (TX); Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

Goldman Sachs Ayco is seeking a motivated professional to support corporate relationship managers, help tailor client programs, and develop materials that enhance client engagement and satisfaction.

The role requires a bachelor's in marketing or related field, 2–3 years in marketing or financial services, and strong PowerPoint, Excel and Word skills, plus project, presentation, and communication abilities in a fast-paced environment.

Qualifikationen

• Bachelor's degree in marketing or other business-related discipline required.
• 2-3 years of experience in marketing, sales and/or financial industry preferred.
• Strong interpersonal, written and verbal communication skills.
• Proficiency in PowerPoint, Excel and MS Word; Salesforce experience preferred.

Aufgaben

• Support Corporate Relationship Managers to engage clients and improve experience.
• Analyze accounts to identify expansion opportunities and position Ayco services.
• Develop client meeting materials and agendas; create proposals and reports.
• Collaborate with marketing to create materials for client engagements.
• Attend client meetings and maintain relationships with internal partners.
• Update regional opportunity reports and assist with RFP responses.

Kenntnisse

PowerPoint proficiency

Excel proficiency

MS Word proficiency

Salesforce experience

Project management

Presentation skills

Communication skills

Attention to detail

Organizational skills

Team collaboration

Ausbildung

Bachelor's degree in Marketing or related field

Tools

Salesforce

Jobbeschreibung

YOUR IMPACT

Are you motivated to help grow institutional relationships within a firm dedicated to holistic financial counseling? Do you believe in the impact that a corporate-sponsored financial planning benefit can have on financial wellness? Goldman Sachs Ayco's Corporate Relationship Management team is focused on ensuring our clients and partners receive the best service our firm has to offer through our strategic guidance, dedication to quality and commitment to improving the financial health of employees across the country.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

Goldman Sachs Ayco

GS Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

HOW YOU WILL FULFILL YOUR POTENTIAL

RESPONSIBILITIES

• Partner with the Corporate Relationship Managers (RMs) to support clients and their programs, identify methods or solutions that optimize client engagement, and uncover efficiencies, tools and resources to improve client experience
• Analyze existing corporate accounts to identify expansion opportunities and position Ayco services in advance of regular meetings
• Work with RMs to determine and develop the appropriate materials to be used at client meetings
• Collaborate with RMs to develop materials requested by clients including agendas, presentations, program utilization reports, program communications, proposals, program reviews, roll out materials, program timelines, etc.
• Build strong relationships with internal counterparts and attend client meetings as needed
• Maintain institutional opportunities for region and assist with documentation and follow-up from client discussions, both internally and externally
• Strategize as needed with Marketing team on marketing material creation
• Assist RMs in project management efforts for large corporate implementations and roll outs
• Update weekly and monthly regional opportunity/activity reports and prepare/deliver utilization, outcomes and other reports for our service lines
• Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process, update RFP database
• Attend onsite engagement sessions at corporate accounts, including benefit fairs, program kick-offs and ongoing relationship engagement
• Develop financial education content, as applicable

SKILLS & EXPERIENCE WE'RE LOOKING FOR

QUALIFICATIONS

• Bachelor's Degree required, with major coursework in marketing or other business-related discipline
• Minimum of 2-3 years of experience in the marketing, sales and/or financial industry preferred
• Ability to work with teams and demonstrates strong interpersonal skills
• Excellent proficiency in PowerPoint, Excel and MS Word
• Experience in Salesforce preferred
• Project management skills and strong independent decision-making skills
• Presentation and communication skills
• Positive attitude and ability to work in a fast-paced environment
• Strong attention to detail and ability to consistently meet Ayco's high work quality standards
• Organizational skills and ability to act with a sense of urgency (will often be working under prospect/client-imposed deadlines)
• Ability to effectively prioritize work, multi-task and handle last minute prospect/client requests

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., 2025. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.