Asset & Wealth Management, Workplace Advisory Solutions, Relationship Management Analyst - Dall

Asset & Wealth Management, Workplace Advisory Solutions, Relationship Management Analyst - Dallas, Texas  Dallas, Texas, United States

Opportunity Overview  CORPORATE TITLE Analyst language OFFICE LOCATION(S) Dallas assignment JOB FUNCTION Sales  DIVISION Asset & Wealth Management

Are you motivated to help grow institutional relationships within a firm dedicated to holistic financial counseling? Do you believe in the impact that a corporate-sponsored financial planning benefit can have on financial wellness? Goldman Sachs Ayco’s Corporate Relationship Management team is focused on ensuring our clients and partners receive the best service our firm has to offer through our strategic guidance, dedication to quality and commitment to improving the financial health of employees across the country.

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world 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 individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save.

Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

GS Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control.

Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

• Partner with the Corporate Relationship Managers (RMs) to support clients and their programs, identify methods or solutions that optimize client engagement, and uncover efficiencies, tools and resources to improve client experience
• Analyze existing corporate accounts to identify expansion opportunities and position Ayco services in advance of regular meetings
• Work with RMs to determine and develop the appropriate materials to be used at client meetings
• Collaborate with RMs to develop materials requested by clients including agendas, presentations, program utilization reports, program communications, proposals, program reviews, roll out materials, program timelines, etc.
• Build strong relationships with internal counterparts and attend client meetings as needed
• Maintain institutional opportunities for region and assist with documentation and follow-up from client discussions, both internally and externally
• Strategize as needed with Marketing team on marketing material creation
• Assist RMs in project management efforts for large corporate implementations and roll outs
• Update weekly and monthly regional opportunity/activity reports and prepare/deliver utilization, outcomes and other reports for our service lines
• Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process, update RFP database
• Attend onsite engagement sessions at corporate accounts, including benefit fairs, program kick-offs and ongoing relationship engagement
• Develop financial education content, as applicable

• Bachelor’s Degree required, with major coursework in marketing or other business-related discipline
• Minimum of 2-3 years of experience in the marketing, sales and/or financial industry preferred
• Ability to work with teams and demonstrates strong interpersonal skills
• Excellent proficiency in PowerPoint, Excel and MS Word
• Experience in Salesforce preferred
• Project management skills and strong…