Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President

Goldman Sachs Asset & Wealth Management: 

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.

Our Impact

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.

Description:

This professional will be responsible for working collaboratively to create, implement, and manage an industry leading suite of business development programs for the GSAM Client Solutions Group (CSG) in the Bank, Independent Advisor, Broker-Dealer, RIA, Retirement, Institutional, and International Channels. This position reports to GSAM’s CSG Global Head of Business Strategy and represents the opportunity to work closely with CSG external/internal sales professionals/managers and financial professionals in a consultative and collaborative fashion. 

Qualified candidates should have a proven track record of successfully developing and implementing professional development, practice management, and training programs for financial advisors and financial intermediary sales professionals.  Candidates must possess strong interpersonal skills, experience delivering engaging educational content, workshops, and presentations, and the ability to concurrently manage multiple initiatives and projects that involve a variety of disciplines. The candidate should be a self-starter and have an entrepreneurial spirit.

Responsibilities: 

• Work collaboratively with the Business Strategy Team to develop, refine, and manage the suite of practice management programs, team development programs, and sales development programs for financial advisors/professionals and institutional clients.  These clients are located in the US, EMEA, & Asia.
• Coordinate with internal/external CSG sales/service to source new business and coordinate with client-advisors to ensure timely completion of projects and deliverables.
• Assist in conducting training/coaching programs for select GSAM intermediary clients designed to help them be better practitioners and professionals e.g., grow their business, better serve clients, enhance their skills.
• U.S. based.

Qualifications:

REQUIRED EXPERIENCE/SKILLS:

• Strong interpersonal and business analysis skills
• Understanding of business practices materials used by financial advisors and institutions
• Wealth management industry experience (10-15+ years), particularly working with financial advisors and institutions affiliated with Independent firms, Bank/Trust organizations, RIA, and Broker-Dealer firms.
• Strong public speaking skills
• Bachelor's degree 

PREFERRED EXPERIENCE/SKILLS:

• Experience as a financial advisor, or internal/external Sales professional
• Experience as an Executive Coach
• Direct coaching experience with financial professionals
• Industry-recognized designation:  CFA, CFP, CIMA, ICF Coach

Characteristics:

• Effective communication skills with all levels of firm personnel
• Self-starter
• Organized, detail-oriented and meets deadlines
• Results-oriented
• Team player
• Willing to travel (~50%) throughout the United States