Asset & Wealth Management, Ayco, Workplace Advisory Solutions Regional Business D

Job Description

OUR IMPACT

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

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 Regional Business Developers (RBDs) to understand prospect needs, uncover new ways tools and resources can enable progression of sales leads/opportunities, and deliver solutions that help amplify efforts
• Conduct research weekly to drive regional pipeline of corporate sales leads
• Respond to and coordinate inquiries from regional advisors related to new employment or board positions their clients have that could provide new sales leads
• Collaborate with internal teams to develop, effectively research and analyze marketing leads so we can better identify client/prospect needs and position Goldman Sachs Ayco services in advance of weekly meetings
• Work with RBDs to determine and develop the appropriate materials to be used at meetings
• Collaborate with RBDs to develop materials requested by clients/prospects including agendas, presentations, proposals, peer analyses, program reviews, roll out materials, program timelines, etc.
• Build strong relationships with internal counterparts and attend client/prospect teleconferences and meetings as needed
• Maintain institutional opportunities for region and assist with documentation and follow-up from prospect/client discussions, both internally (via Salesforce) and externally
• Assist RBDs in project management efforts for large corporate implementations and roll outs
• Update weekly and monthly regional opportunity/activity reports
• Serve as liaison with our Tech Risk Department for completion of corporate client information security reviews and questionnaires
• Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process; update RFP database
• Strategize as needed with Brand Strategy on marketing material creation
• Partner with Subject Matter Experts (SMEs) to develop financial education content for executive opportunities, as applicable

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• 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 independent decision‑making skills
• Presentation and communication skills
• Positive attitude and ability to work in a fast‑paced environment
• Strong attention to detail and ability to consistently meet Goldman Sachs Ayco’s high work quality standards
• Organizational skills and ability to act with a sense of urgency (will often be working under prospect/client‑imposed deadlines)
• Ability to effectively prioritize work, multi‑task and handle last minute prospect/client requests

The expected base salary for this Newport Beach, CA United States‑based position is $60,000 - $125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end.

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non‑temporary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here.

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global…