Asset & Wealth Management, Goldman Sachs Ayco, Workplace Advisory Solutions Regional Business Development, Analyst Newport Beach, CA

OUR IMPACT
Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Goldman Sachs Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Goldman Sachs Ayco believes companies best serve their stakeholders and the greater economy when their employees financial lives are clear understood and in their control. 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 Regional Business Developers (RBDs) to understand prospect needs uncover new ways tools and resources can enable progression of sales leads/opportunities and deliver solutions that help amplify efforts
Conduct research weekly to drive regional pipeline of corporate sales leads
Respond to and coordinate inquiries from regional advisors related to new employment or board positions their clients have that could provide new sales leads
Collaborate with internal teams to develop effectively research and analyze marketing leads so we can better identify client/prospect needs and position Goldman Sachs Ayco services in advance of weekly meetings
Work with RBDs to determine and develop the appropriate materials to be used at meetings
Collaborate with RBDs to develop materials requested by clients/prospects including agendas presentations proposals peer analyses program reviews roll out materials program timelines etc.
Build strong relationships with internal counterparts and attend client/prospect teleconferences and meetings as needed
Maintain institutional opportunities for region and assist with documentation and follow-up from prospect/client discussions both internally (via Salesforce) and externally
Assist RBDs in project management efforts for large corporate implementations and roll outs
Update weekly and monthly regional opportunity/activity reports
Serve as liaison with our TechRisk Department for completion of corporate client information security reviews and questionnaires
Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process; update RFP database
Strategize as needed with Brand Strategy on marketing material creation
Partner with Subject Matter Experts (SMEs) to develop financial education content for executive opportunities 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 Goldman Sachs 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
marketing or other business-related discipline

Salary Range

The expected base salary for this Newport Beach CA United States-based position is $60000 - $125000. In addition you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

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 foundhere.

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 opportunity employer and does not discriminate on the basis of race color religion sex national origin age veterans status disability or any other characteristic protected by applicable law.