Asset & Wealth Management - TPW Sales Enablement & Analytics - Associate - Chicago
About The Position
This role will help deliver on the US Third Party Wealth Sales Enablement efforts as part of the broader Global CSG Sales Enablement group. The Associate will be responsible for working as part of projects teams navigating between senior leaders of the distribution business (including sales, marketing, product) and partner teams (GSAM Engineering, Operations, etc.) to deliver on-going improvements on our Sales Enablement platform. The primary focus of projects will be on developing and growing a data ecosystem to provide critical reporting and insights to senior management, as well as formulate data models and activation strategies to advance the on-the-field execution of our sales teams, specifically within the US Third Party Wealth client segment. This role involves both working in close partnership w/ distribution leadership to help form and translate strategy into executable components, and leading the team in its close partnership with GSAM Engineering to deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive profitability.
Requirements
- Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise.
- Ability to combine both big picture/outcome-driven strategic thinking and bottom-up/detailed analytical rigor.
- 3-5 years of experience executing on Distribution Enablement and Business Intelligence efforts, ideally in the Asset/Wealth Management space.
- Working knowledge of BI and Analytics applications (Alteryx, Tableau/Power BI/Qlik etc.), Programming (SQL etc.) is preferred; Exposure to traditional & Cloud Databases (MS SQL Server, SingleStore, AWS etc.) is a plus.
- Data-driven user-centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs.
- Functional understanding of Salesforce / CRM platforms.
- The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a growing understanding of business strategies, priorities, and initiatives.
- Enjoys problem-solving and being "the glue" between business challenges/opportunities and delivering results.
- Strong problem-solving skills and abilities, proactive in assessing dynamic situations.
- Fast learner and effective under timeframe pressure, while maintaining extremely high standards.
- Excellent written and verbal communication skills
Nice To Haves
- Prior experience with BI methodology (e.g., descriptive and prescriptive analytic techniques) is preferred.
- Experience working with key Third Party Wealth Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows, 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) preferred.
Responsibilities
- Executing data analysis and visualization to extract insights from combined data sets
- Customer segmentation & target-modeling
- Territory analysis
- KPI performance tracking
- Fostering collaborative relationships and communicating effectively with business and IT leaders, project members, and vendors to assure success
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
