Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate
4 weeks ago
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
As a Regional Consultant (internal wholesaler), you will be working within Goldman Sachs Asset & Wealth Management, driving client engagement and positioning our investment products with financial advisors across the industry. We are looking for a dynamic, quick-thinking, self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in a sales career.
OUR IMPACT
Regional Consultants sit within our Independent Advisor Channel (IAC) and our Investment Consulting Group (ICG). The two teams are responsible for expanding GSAM's investment management presence across Broker-Dealers, Independents, and Investment Advisors. We build relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants and advisors by offering world class portfolio and risk management services, superior thought leadership and pre-eminent client service to our clients.
As a member of our team, Regional Consultants work to increase the sale and awareness of GSAM client solutions (including mutual funds, exchange traded funds, private alternatives and separately managed accounts) through telephone presentations, virtual meetings, email correspondence, attending industry conferences and territory travel.
HOW YOU WILL FULFILL YOUR POTENTIAL
Job Summary & 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
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Basic Qualifications
* 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
-
Management Consultant
1 month ago
Chicago, United States Leland Shaw Full timeJob DescriptionJob DescriptionFast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels in their growing Chicago office. Seeking both all-around...
-
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Chicago, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Chicago, United States Goldman Sachs Full timeWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
-
Associate Wealth Planner
4 weeks ago
Chicago, United States The Judson Group Full timeJudson Group has partnered with a successful investment advisory firm that currently manages over $7B in client assets in the search for an Associate Wealth Planner. This individual will be supporting the firm’s senior team members with financial planning responsibilities, providing client-centric financial analyses and recommendations to UHNW clients. The...
-
Associate Client Solutions Manager
1 week ago
Chicago, Illinois, United States Epsilon Full timeJob DescriptionAbout this RoleOur company is looking for an Associate Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our business offerings as well as the needs of our clients. The primary role of the...
-
Chicago, United States The Bank of America Corporation Full timeMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Associate, Management, Wealth, Registered, Financial Advisor, Associate
-
Chicago, IL, United States Goldman Sachs Full timeJOB SUMMARY & RESPONSIBILITIESYOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation...
-
Associate Client Solutions Manager
5 days ago
Chicago, United States Epsilon Full timeJob Description About this Role Our company is looking for an Associate Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our business offerings as well as the needs of our clients. The primary role of...
-
Chicago, IL, United States Goldman Sachs Full timeWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
-
VP, Investment Consultant
2 weeks ago
Chicago, United States Calamos Asset Management Full timeJob Category : Sales Requisition Number : INVES001402 Apply now Posted : March 25, 2024 Full-Time Locations Showing 1 location Description Summary: The Investment Consultant – Sustainable Strategies is responsible for operating within the Calamos Sales and Distribution Team to engage directly with financial advisors and institutional clients focused on...
-
Wealth Management Associate
7 days ago
Chicago, United States Zuckerman Investment Group Full timeJob DescriptionJob DescriptionSalary: Wealth Management AssociateCompanyZuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of...
-
Chicago, United States Spectraforce Technologies Full timeJob Title: Asset & Wealth Management - Operations - AI TAVO+Controls - Analyst Location: Chicago, Illinois (Onsite) Duration: 6 Months Shift timings: SBHDuties: YOUR IMPACT We are seeking a highly motivated and detail-oriented candidate to join our Alternative Investment Client Services Administrator Oversight team. In this capacity, you will work closely...
-
Chicago, United States Spectraforce Technologies Full timeJob Title: Asset & Wealth Management - Operations - AI TAVO+Controls - Analyst Location: Chicago, Illinois (Onsite) Duration: 6 Months Shift timings: SBH Duties: YOUR IMPACT We are seeking a highly motivated and detail-oriented candidate to join our Alternative Investment Client Services Administrator Oversight team. In this capacity, you will work closely...
-
Associate Client Solutions Manager
1 week ago
Chicago, United States Epsilon Full timeJob DescriptionAbout this RoleOur company is looking for an Associate Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our business offerings as well as the needs of our clients. The primary role of the...
-
Audit Director, Asset/Wealth Management
1 week ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Audit Director, Asset/Wealth Management
7 days ago
Chicago, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Wealth Strategist
7 days ago
Chicago, United States Corient Private Wealth LLC. Full timeJoin a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations,...
-
Business Development Executive
1 week ago
Chicago, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Chicago, United States Ardagh Group Full timeArdagh Metal Packaging is looking for Global Project Manager Operational Excellence & Growth Role overview: Management of projects related to the definition, deployment and assessment of the initiatives related to Growth and AMPS. More precisely, the role will be supporting in creating lean standards, auditing, and assessing the workbooks, equipment...