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

Goldman Sachs Group, Inc.; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Join a leading global investment firm as a Regional Director in Dallas, Texas. This role focuses on external sales and requires strong financial services experience, effective communication, and a commitment to building long-term client relationships. You'll market a range of investment products and collaborate with internal partners to drive sales. The ideal candidate will have existing relationships in the territory and be self-motivated to succeed in a dynamic environment.

Benefits

Generous vacation entitlements

Medical advocacy service

On-site fitness centers

Child care centers

Qualifications

• 5+ years of financial services sales experience preferred.
• Ability to maintain consistent travel schedule.
• Existing relationships in the territory preferred.

Responsibilities

• Responsible for marketing Goldman Sachs Asset Management products.
• Call on a focused list of firms in the territory.
• Present investment philosophy and product differentiation.

Skills

Organizational Skills

Self-Motivated

Compliance-Oriented

Education

Series 7

Series 63

Job description

Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Vice President: Details

and 1 more

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 theterritory.
• 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 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.

Job Info

• Job Identification 147833
• Job Category Vice President
• Posting Date 05/07/2025, 07:47 PM
• Locations Dallas, Texas, United States Houston, Texas, United States

Healthcare & Medical Services

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

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

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