The Goldman Sachs Group, Inc

Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago

The Goldman Sachs Group, Inc$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 2 years in a sales role with demonstrated success.
  • Experience in the financial services sector is essential.
  • Strong knowledge of Asset Management and Public Markets.
  • Bachelor's degree required.
  • Must possess or obtain Series 7 & 63 licenses within 3 months of hire.
  • Exceptional interpersonal skills for effective collaboration.
  • Commercially oriented with a focus on sales results.

Responsibilities

  • Profile financial advisors to determine their specific needs.
  • Conduct proactive sales presentations through calls and virtual meetings.
  • Collaborate with Regional Directors to strategize and manage territory.
  • Develop strong relationships with clients primarily via phone and virtual engagements.
  • Provide portfolio and practice management support to advisors.
  • Ensure consistent follow-up with clients to progress the sales cycle.
  • Demonstrate strong territory management and organizational skills.

Benefits

  • Extensive training and development opportunities.
  • Commitment to diversity and inclusion in the workplace.
  • Access to firmwide networks promoting professional growth.
  • Wellness programs and personal finance offerings.
  • Mindfulness programs available for employees.
Full Job Description
Job Description

Asset & Wealth Management

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

Please note this is a commission based role in addition to the base salary. Commissions are paid on a quarterly Basis.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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