Asset & Wealth Management, GS Ayco Ambassador Team, Associate - Albany

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.

GS AYCO

Goldman Sachs Ayco (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 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

• Lead Management:
  
  
  
  • Generate and nurture leads/prospects - sourced through our corporate/enterprise engagements and who have been approved to be eligible for the service offering - to support the growth of our GS Personal Wealth and GS Ayco Executive Wealth businesses
  • Leverage and execute through different marketing channels such calling and email marketing
  • Conduct exploratory meetings and classify hot, warm and cold leads based on a variety of pre-determined qualifying criteria including, but not limited to understanding their financial goals and complexities
  • Update lead information within our CRM software, Salesforce
  
  
• Sales Management:
  
  
  
  • Understand how the sales process works and manage your assigned pipeline
  • Updated with market trends, economic developments and regulatory changes to support prospective client marketing discussions
  • Develop a strong working knowledge of our financial planning services to support the role's sales and marketing efforts
  
  
• Communication and Relationship Skills:
  
  
  
  • Collaborate with internal teams to warm hand-off the prospective client to a Wealth Advisor for continued conversations and relationship building
  • Leverage strong verbal and written communication (phone/Zoom/email) with the ability to be engaging with prospects and overcome objections during the meetings
  • Strong listening skills to be able to read and react to eligibles objections and overcoming objections in positioning for a meeting
  • Develop strong internal relationships with Wealth Advisors and leadership
  • Represent Goldman Sachs' core values when interacting with leads and with internal colleagues
  
  
• Assist other initiatives as requested

SKILLS & EXPERIENCE WE'RE LOOKING FOR

QUALIFICATIONS

• Bachelor's Degree in Marketing, Finance or Economics preferred
• Minimum of 2-3 years of experience in the marketing, sales and/or financial industry preferred
• Strong presentation and communication skills
• Ability to work with teams and demonstrates strong interpersonal skills
• Excellent proficiency in Microsoft products, including Work, Excel, Windows, PowerPoint
• Experience in Salesforce preferred
• Self-motivated individual contributor who can collaborate effectively with others
• Positive attitude and ability to work in a fast-paced environment
• Strong attention to detail and ability to consistently meet Goldman Sach's high work quality standards
• Time management and organizational skills with the ability to act with a sense of urgency
• Ability to effectively prioritize work, multi-task and handle last minute requests