Goldman Sachs - Chicago, IL
posted 22 days ago
The SMA Advisor Experience Specialist Team will play a pivotal role in growing our SMA franchise. As more and more elite Advisors consolidate with fewer good asset managers, ease of doing business is paramount and our ambition is to be the most convenient asset manager for them to partner with an exceptional advisor experience. To that end, the SMA Specialists are the go-to resource for Goldman's SMA Personalized Investing suite spanning Direct Indexing, Taxable and Muni FI SMA, FE Active, and Concentrated Stock solutions including Exchange Funds. The team provides rapid response for Advisor, GSAM Sales, and SMA Sales Specialists requests for proposals, transition analysis, portal demos, guidance on sponsor platform capabilities, best practices, and provide ongoing support to deepen advisor relationships. The key to success in the role is 1. to partner with Goldman's wealth sales team to drive SMA sales by taking a 'solutions-based' approach to profiling advisors' needs, educating them on how to scale and personalize their practice using SMA solutions and becoming the advisor's essential partner and 2. partnering with the SMA Client Service Team to transition the advisor to their post sales experience.