Asset & Wealth Management, GS Ayco, Corporate Onboarding & Experience, Program Coordinator, Ana[...]

Keane & Beane, P.C.; City of Albany (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

A dynamic firm is seeking an individual to support their sales process by managing data within Salesforce. The ideal candidate will possess strong communication and organizational skills, with a Bachelor's degree in Marketing or a related field, alongside relevant experience. This role involves collaboration with various departments and requires a keen attention to detail.

Benefits

Competitive benefits

Discretionary bonuses

Professional development opportunities

Qualifications

• 2-3 years of experience in marketing or financial industry preferred.
• Strong attention to detail and ability to meet high work quality standards.
• Ability to prioritize tasks and manage high volumes of data.

Responsibilities

• Partner with Relationship Managers to obtain data for financial planning programs.
• Prepare data for import into Salesforce and ensure accuracy.
• Support regional advisors and marketing teams with Salesforce updates.

Skills

Attention to Detail

Communication Skills

Organizational Skills

Interpersonal Skills

Presentation Skills

Data Management

Education

Bachelor's Degree in Marketing or Business

Tools

Salesforce

PowerPoint

Excel

MS Word

Job description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for process and data, have the desire to work with data and Salesforce and the ability to think outside the box? We are seeking an individual to join our team who has an appreciation for reviewing data and supporting our sales process. This individual will also need to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

OUR IMPACT

Goldman Sachs 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. Goldman Sachs Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Goldman Sachs 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

• Partner with Relationship Managers to obtain data in support of our corporate financial planning programs
• Manage file processes for implementation and ongoing maintenance with established procedures and guidelines, in a timely manner and meeting departmental quality standards
• Prepare data for import into Salesforce by verifying what has been received, confirm the information is complete and up to date and format the data into a predetermined format to load into Salesforce
• Ongoing support to our regional advisors and ambassador marketing team with updates within Salesforce to support our marketing and sales efforts
• Adhere to established procedures to ensure accuracy and quality when processing and reviewing data
• Effectively communicate progress and escalate risks and headwinds to more senior team members and/or management
• Collaborate closely with other departments such as our business areas and product management teams

WHERE WILL YOU MAKE AN IMPACT

Goldman Sachs Ayco business spans the country, with the following locations in the United States: Atlanta (GA), Boston (MA), Canonsburg (PA), Chicago (IL), Cincinnati (OH), Cohoes (NY), Dallas (TX), Deerfield (IL), Irvine (CA), Houston (TX), Latham (NY), Los Angeles (CA), Minneapolis (MN), New York (NY), Parsippany (NJ), Philadelphia (PA), San Francisco (CA), Saratoga Springs (NY), Seattle (WA), Troy (MI), Washington, D.C. (DC) and West Palm Beach (FL)

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 and/or financial industry preferred
• Excellent proficiency in Salesforce, PowerPoint, Excel and MS Word
• Organizational skills and ability to act with a sense of urgency (will often be working under deadlines)
• Ability to effectively prioritize work, multi-task and handle last minute requests
• Ability to work independently and with teams
• Strong attention to detail and ability to consistently meet Goldman Sachs Ayco's high work quality standards
• Strong interpersonal skills
• Ability to manage high volumes of data
• Presentation and communication skills
• Positive attitude and ability to work in a fast-paced environment

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 employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range
The expected base salary for this Albany, New York, United States-based position is $55000-$75000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

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 .