Corporate Relationship Analyst – Financial Wellness Programs

SRI Conference; Dallas (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

PowerPoint proficiency

Excel proficiency

MS Word proficiency

Salesforce experience

Project management

Presentation skills

Communication skills

Attention to detail

Organizational skills

Team collaboration

Education

Bachelor's degree in Marketing or related field

Tools

Salesforce

Job description

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.