Asset & Wealth Management, Goldman Sachs Ayco, Workplace Solutions, Relationship Management, Analyst, Dallas, TX

Goldman Sachs•Dallas, TX

16h•Onsite

About The Position

The Corporate Relationship Management team at Goldman Sachs Ayco is focused on ensuring clients and partners receive the best service through strategic guidance, dedication to quality, and commitment to improving the financial health of employees across the country. Wealth Management at Goldman Sachs helps empower clients globally to reach their financial goals through advisor-led businesses and digital solutions. GS Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce, leveraging Ayco's heritage and Goldman Sachs' resources. Ayco believes companies best serve stakeholders when employees' financial lives are clear, understood, and in their control. Ayco advisors and technical specialists help clients achieve personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

Requirements

Bachelor’s Degree required, with major coursework in marketing or other business-related discipline.
Ability to work with teams and demonstrates strong interpersonal skills.
Excellent proficiency in PowerPoint, Excel and MS Word.
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 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.

Nice To Haves

Minimum of 2-3 years of experience in the marketing, sales and/or financial industry preferred.
Experience in Salesforce preferred.

Responsibilities

Partner with Corporate Relationship Managers (RMs) to support clients and their programs, identify methods or solutions that optimize client engagement, and uncover efficiencies, tools and resources to improve client experience.
Analyze existing corporate accounts to identify expansion opportunities and position Ayco services in advance of regular meetings.
Work with RMs to determine and develop the appropriate materials to be used at client meetings.
Collaborate with RMs to develop materials requested by clients including agendas, presentations, program utilization reports, program communications, proposals, program reviews, roll out materials, program timelines, etc.
Build strong relationships with internal counterparts and attend client meetings as needed.
Maintain institutional opportunities for region and assist with documentation and follow-up from client discussions, both internally and externally.
Strategize as needed with Marketing team on marketing material creation.
Assist RMs in project management efforts for large corporate implementations and roll outs.
Update weekly and monthly regional opportunity/activity reports and prepare/deliver utilization, outcomes and other reports for our service lines.
Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process, update RFP database.
Attend onsite engagement sessions at corporate accounts, including benefit fairs, program kick-offs and ongoing relationship engagement.
Develop financial education content, as applicable.