Asset & Wealth Management, Wealth Strategist Group, Insurance Strategist, Associate - New York, NY

Goldman Sachs • New York, NY

18h

About The Position

Are you an accomplished and forward-thinking professional eager to leverage your
deep understanding of client needs and complex financial strategies in a broader
wealth management context? At Goldman Sachs Ayco, we empower high-net-worth
individuals, executives, and entrepreneurs to navigate their intricate financial
landscapes with confidence.

We are seeking dynamic individuals who possess a keen analytical mind, a passion
for holistic financial planning, and a proven ability to build enduring client
relationships. 

If you thrive in a fast-paced, intellectually stimulating environment where
meticulous attention to detail, exceptional communication, and unparalleled
client service are paramount to driving business success and transforming
financial futures, we invite you to make your mark with us.

OUR IMPACT 

Wealth Management 

Across Wealth Management, Goldman Sachs helps empower clients and customers
around the world to 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 customers to better spend, borrow,
invest, and save. Across Wealth Management, our growth is driven by a relentless
focus on our people, our clients and customers, and leading-edge technology,
data, and design. 

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 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 subject
matter experts help clients achieve their personal financial goals through
education and guided implementation across seven key financial disciplines,
including insurance planning. 

Wealth Strategies (WSG) 

Goldman Sachs Ayco’s Wealth Strategies group provides risk management solutions
in support of advisors and clients across all segments of Goldman’s Wealth
Management business. We are on a journey to transform, modernize and scale the
business, which currently generates over $1.4B of Life, Annuity and Long-Term
care new business premiums on an annual basis. Our planning focused practice
currently has 56 team members operating in 7 wealth management offices across
the county

Requirements

• Academic & Professional Foundation: Possess a Bachelor's Degree from an accredited institution, providing a strong academic foundation. An advanced degree (e.g., MBA, JD) or relevant professional designation (e.g., CFP®, ChFC®) is highly preferred, demonstrating a commitment to continuous learning and specialized expertise.
• Essential Certifications: Hold active Series 7 or Series 6 licenses or be prepared to obtain them within a specified timeframe, underscoring your regulatory compliance and foundational securities knowledge. An active Life and Health Insurance license is also required, or the ability to obtain it promptly, enabling comprehensive client advisory on insurance solutions.
• Specialized Product Experience: Bring 1-3 years of direct, hands-on experience with life insurance and annuity products, demonstrating a solid understanding of their features, benefits, and strategic application in comprehensive wealth planning.
• Exceptional Communication & Client Engagement: Exhibit superior verbal, written, and presentation skills, capable of articulating complex financial concepts clearly, concisely, and persuasively to diverse audiences. Possess proven direct client-facing experience with a demonstrated ability to cultivate and nurture robust professional relationships, fostering trust and long-term partnerships.
• Dynamic Work Ethic & Collaboration: Demonstrate a meticulous attention to detail, strong self-motivation, and a collaborative spirit, thriving in a dynamic team environment. Exhibit a proven capacity to effectively manage multiple priorities and excel in a fast-paced, high-volume setting.
• Technical Proficiency: Maintain strong proficiency in Microsoft Office Suite (Outlook, Excel, Word), leveraging these tools for efficient communication, sophisticated data analysis, and professional document creation.
• Commitment to Excellence: Possess an unwavering commitment to accuracy, precision, and the ability to consistently meet tight deadlines without compromising the highest standards of quality.

Nice To Haves

• Industry Insight (Preferred): Prior experience within the financial services or human resources sectors is a distinct advantage, providing valuable context and industry insight.

Responsibilities

• Strategic Client Partnership: Collaborate closely with Wealth Advisors and their teams to provide sophisticated support for existing client relationships, encompassing comprehensive wealth strategies services, in-depth research, and continuous analysis and monitoring to optimize financial outcomes.
• Expert Education & Collaboration: Serve as a subject matter expert, educating account managers and financial planners on advanced insurance planning strategies. Partner strategically with Wealth Strategist and Annuity Marketing teams to develop and deliver impactful internal presentations on critical topics such as wealth transfer, income protection strategies, and product innovations.
• Relationship Cultivation & Opportunity Generation: Proactively develop and cultivate existing client relationships to identify and capitalize on new Wealth Strategies Group (WSG)-related opportunities. Seamlessly complement regional Wealth Strategist and/or Annuity Marketing teams by actively pursuing and amplifying marketing efforts. Design, formulate, and implement bespoke wealth strategy plans tailored precisely to clients' unique needs and objectives.
• Risk Management & Planning: Engage directly with account managers and clients to collaboratively identify, articulate, and address key objectives surrounding insurance planning and comprehensive risk management solutions.
• Revenue Generation & Goal Attainment: Drive significant revenue growth by consistently achieving and exceeding ambitious regional targets, thereby making a direct and substantial contribution to the overall departmental financial goals.
• Client Experience Enhancement: Elevate the client experience by consistently delivering exemplary service standards, fostering deep trust, and ensuring unparalleled client satisfaction.
• Leadership & Talent Development: Demonstrate strong leadership capabilities, serving as a mentor and role model for other associates. Partner strategically with senior management on key initiatives, actively contributing to the professional growth and development of Ayco Associates.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level