Global Banking & Markets, GS Select, National Accounts Manager, Associate - New York
About The Position
GS Select, a business in Global Banking & Markets, is part of a growing Third-Party Wealth offering. GS Select serves independent RIAs, Broker Dealers, and custodial partners, distributing securities-based loans and savings accounts through a fintech platform. As a National Accounts Manager, you will provide exceptional client coverage of GS Select’s most important institutional relationships. Operating in a high-growth environment, you will serve as a trusted partner to business leadership to drive sales execution, business management projects, and strategic initiatives critical to grow the business. The role is inherently cross-functional, offering broad exposure across sales, business analytics, client service, and technical platform management.
Requirements
- 3-5 years experience in financial services, specifically in client-facing roles.
- Ability to work in a fast-paced environment while delivering exemplary client service, paired with a commercial mindset and an inherent sense of urgency.
- Use of analytical skills to drive business results.
- Strong project management skills with an entrepreneurial mindset; a collaborative, energetic, enthusiastic self-starter who takes a team approach to projects and day-to-day operations.
- Proficiency in analytical and reporting tools (including Excel and Salesforce), the ability to manage fintech and CRM platforms, and to master new systems quickly.
- Exceptional written and verbal communication; strong organizational skills; and the ability to manage time-sensitive tasks in a fast-paced environment.
- Bachelor's degree.
Nice To Haves
- Understanding of the advisor marketplace and private banking experience are a plus.
Responsibilities
- Serving as the primary point of contact for and providing exceptional client coverage for GS Select's largest institutional relationships, assisting in prospecting and legal contracting activities, supporting institutional client and custodian onboarding, and ongoing relationship management.
- Understanding the organizational structure of each national account to support senior team members with large accounts and build durable, high-touch relationships that drive platform adoption and deepen wallet share.
- Supporting business leadership with business planning, forecasting, and analytics for the sales team, and executing on client-level reporting and analysis requests.
- Helping to lead review meetings with business leadership.
- Supporting development and distribution of client-facing presentations and marketing collateral to clients.
- Managing vendor due diligence processes.
- Managing logistics and planning for institutional client and industry events, including pre- and post-attendee follow-up.
- Executing on ad hoc projects as needed.
Benefits
- Discretionary bonus
- Competitive benefits and wellness offerings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
