Asset & Wealth Management – Client Solutions Group – Regional Consultant – Associate

Asset & Wealth Management – Client Solutions Group – Regional Consultant – Associate

Requirements

• At least 2 years successful sales experience
• General financial service industry experience
• Strong understanding of the Asset Management space and the Public Markets
• Bachelor’s degree
• Series 7 and Series 63 licensed or obtained within 3 months of joining
• Excellent interpersonal skills and ability to work efficiently with others
• Commercially oriented
• Excellent verbal communication and presentation skills
• Project management skills

Responsibilities

• Effectively profile advisors to understand their practice, clients and investment process so that we can better serve their needs as well as strategically position Goldman Sachs products/services
• Conduct proactive telephone and virtual sales presentations to top tier clients and prospects, highlighting the GSAM products and value proposition with the ultimate goal of raising capital in our investment strategies
• Partner with Regional Directors (external wholesalers) to manage an assigned territory within the U.S., driving sales and assets through execution of a defined territory strategy and sales process
• Build strong relationships with advisors primarily through telephone interaction and virtual engagements (limited travel to client sites)
• Provide portfolio construction and practice management support to Financial Advisors, helping them strengthen their client relationships and grow their business
• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships
• Demonstrate organized, efficient and effective territory management and sales skills on a consistent basis

Preferred Qualifications

No preferred qualifications provided.