Asset & Wealth Management, Goldman Sachs Ayco, Workplace Advisory Solutions Regional Business Development, Analyst - Newport Beach, CA
About The Position
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. HOW YOU WILL FULFILL YOUR POTENTIAL RESPONSIBILITIES 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 TechRisk 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
Requirements
- 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 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
Responsibilities
- 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 TechRisk 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
