Corporate Relationship Analyst for Financial Wellness Programs

Candidate Experience Site - Lateral

Atlanta (GA)

On-site

USD 70,000 - 90,000

Full time

3 days ago
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Job summary

Goldman Sachs Ayco is seeking a Corporate Relationship Management professional to support institutional clients in Atlanta. You will partner with Relationship Managers to develop strategic materials, analyze accounts for expansion, and help manage client engagements across financial wellness programs.

The role focuses on cross-functional collaboration, meeting preparation, and reporting, requiring a Bachelor’s degree and 2–3 years in marketing, sales, or finance. Office-based in Atlanta.

Qualifications

  • Bachelor’s Degree required.
  • 2–3 years experience in marketing, sales and/or financial industry preferred.
  • Strong interpersonal, presentation and communication skills.
  • Proficient with Microsoft Office suite; Salesforce experience preferred.
  • Ability to work in a fast-paced environment with deadlines.

Responsibilities

  • Partner with RMs to support clients and optimize engagement.
  • Analyze accounts to identify expansion opportunities for Ayco services.
  • Develop meeting materials and support follow-ups from client meetings.
  • Collaborate to create agendas, reports, and program communications.
  • Attend client meetings and assist with project management for implementations.
  • Update regional opportunity/reports and deliver utilization results.

Skills

Interpersonal skills
Presentation skills
Project management
Decision making
Attention to detail
Organizational skills
Time management

Education

Bachelor's Degree

Tools

Salesforce
MS Office

Job description

Goldman Sachs Ayco is seeking a Corporate Relationship Management professional to support institutional clients in Atlanta. You will partner with Relationship Managers to develop strategic materials, analyze accounts for expansion, and help manage client engagements across financial wellness programs.

The role focuses on cross-functional collaboration, meeting preparation, and reporting, requiring a Bachelor’s degree and 2–3 years in marketing, sales, or finance. Office-based in Atlanta.

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