Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Vice Presid[...]

The Goldman Sachs Group; Dallas (TX); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player in asset management is seeking a Regional Director to join their Cross Channel sales team in the Houston area. This role offers a unique opportunity to leverage your financial sales experience while working closely with internal partners to drive sales of innovative investment products. As part of a diverse and dynamic team, you will cultivate long-term relationships with clients, present complex investment solutions, and contribute to the firm's growth. If you are self-motivated, have strong communication skills, and are ready to make an impact in a collaborative environment, this position is perfect for you.

Qualifications

• 5+ years of financial services sales experience preferred.
• Strong presentation and organizational skills are essential.
• Ability to manage administrative aspects effectively.

Responsibilities

• Responsible for marketing GSAM products within the ICG channel.
• Position firm's value proposition in group presentations.
• Call on a focused list of firms in the territory.

Skills

Financial Services Sales Experience

Presentation Skills

Organizational Skills

Self-Motivated

Relationship Management

Compliance Orientation

Education

Series 7 License

Series 63 License

Job description

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.

YOUR IMPACT

We are seeking a Regional Director (External Wholesaler) to join our Cross Channel sales team within US Third Party Wealth covering a focused list of firms within the Houston area. Our ideal candidate has successful financial sales experience and strong communication skills with the ability to convey complex products and views in a concise manner. This role will also require significant collaboration with Internal Partners to accelerate sales of Mutual Funds, ETF's, SMA's and Private Alternatives.

The candidate is expected to reside within the specified territory.

OUR IMPACT

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities, and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.

Our Cross Channel sales team sits within US Third Party Wealth and is responsible for marketing Goldman Sachs Asset Management (GSAM) Products to financial advisors at Wire houses, Independent Broker Dealers, Regional Broker Dealers & RIAs.

HOW YOU WILL FULFILL YOUR POTENTIAL

In this external sales role, the Regional Director is responsible for calling on a focused list of firms in the territory. Responsibilities include but are not limited to:

• External sales role calling on focused list of firms in the territory.


• Responsible for marketing Goldman Sachs Asset Management (GSAM) products within the ICG channel including Mutual Funds, ETF's, SMA's and Private Alternatives.


• Role requires the ability to position Goldman Sachs' value proposition as well as investment philosophy, process, product differentiation and competitive analyses in group presentations, public seminars and one-on-one presentations.

QUALIFICATIONS

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• 5+ years of financial services sales experience preferred


• Strong presentation skills


• Strong organizational skills


• Self-motivated


• Ability to work with Internal Partners to help Drive Sales in ETF's, Alternatives and Retirement Business


• Ability to maintain consistent travel schedule


• Ability to manage administrative aspects of job effectively (call reports, expense reports, etc.)


• 3 to 4 days of travel per week


• Series 7 and 63 required


• Existing relationships in the territory, with focused client base preferred


• Compliance-oriented


• Must live in or be willing to commute into the territory.