Asset & Wealth Management, Workplace Advisory Solutions, Relationship Management Analyst Dallas, Texas
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
YOUR IMPACT
Are you motivated to help grow institutional relationships within a firm dedicated to holistic financial counseling Do you believe in the impact that a corporate-sponsored financial planning benefit can have on financial wellness Goldman SachsAycos Corporate Relationship Management team is focused on ensuring our clients and partners receive the best service our firm has to offer through our strategic guidance dedication to quality and commitment to improving the financial health of employees across the country.
OUR IMPACT
Wealth Management
Across Wealth Management Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend borrow invest and save. Across Wealth Management our growth is driven by a relentless focus on our people our clients and leading-edge technology data and design.
Goldman Sachs Ayco
GS Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging 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 specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines including employee benefit planning.
HOW YOU WILL FULFILL YOUR POTENTIAL
RESPONSIBILITIES
- Partner with the 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 andprepare/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
SKILLS & EXPERIENCE WERE LOOKING FOR
QUALIFICATIONS
- Bachelors Degree required with major coursework in marketing or other business-related discipline
- Minimum of 2-3 years of experience in the marketing sales and/or financial industry preferred
- Ability to work with teams and demonstrates strong interpersonal skills
- Excellent proficiency in PowerPoint Excel and MS Word
- Experience in Salesforce preferred
- 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 Aycos 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
ABOUT GOLDMAN SACHS
At Goldman Sachs we commit our people capital and ideas to help our clients shareholders and the communities we serve to grow. Founded in 1869 we are a leading global investment banking securities and investment management firm. Headquartered in New York we maintain offices around the world.
We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide networks to benefits wellness and personal finance offerings and mindfulness programs. Learn more about our culture benefits and people at committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group Inc. 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
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.
Required Experience:
IC
Key Skills
- Active Directory
- Customer Service
- End user
- Access Points
- Deskside Support
- Windows
- SCCM
- Troubleshoot
- User Accounts
- Desktop
- PC
- Backup
- Setup
- hardware
- Technical Support
About Company
The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
