Background
The SMA Advisor Experience Specialist Team will play a pivotal role in growing our SMA franchise. As more and more elite Advisors consolidate with fewer good asset managers, ease of doing business is paramount and our ambition is to be the most convenient asset manager for them to partner with an exceptional advisor experience.
To that end, the SMA Specialists are the go-to resource for Goldman's SMA Personalized Investing suite spanning Direct Indexing, Taxable and Muni FI SMA, FE Active, and Concentrated Stock solutions including Exchange Funds. The team provides rapid response for Advisor, GSAM Sales, and SMA Sales Specialists requests for proposals, transition analysis, portal demos, guidance on sponsor platform capabilities, best practices, and provide ongoing support to deepen advisor relationships.
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The key to success in the role is 1. to partner with Goldman's wealth sales team to drive SMA sales by taking a "solutions-based" approach to profiling advisors' needs, educating them on how to scale and personalize their practice using SMA solutions and becoming the advisor's essential partner and 2. partnering with the SMA Client Service Team to transition the advisor to their post sales experience.
This position will require a deep understanding of financial markets, investment products, and exceptional client relationship management skills. Specialists are centrally located in Chicago and partner with SMA Business Development Specialists regionally located (e.g. Boston, NYC, Florida, Chicago, Dallas, San Francisco).
Responsibilities
- Client Experience - ensure our advisors have an excellent client experience by coordinating across internal teams including sales, portfolio management and client service.
- Prospecting - responsible for working with sales and advisors to develop customized proposals and "transition analyses" and providing rapid turnaround
- Advisor education and support - provide education and support to advisors who are newer to implementing SMAs
- Post Sales: Create smooth hand off from the prospecting and sales process to the SMA Client Service Team for account onboarding and post-sale service.
- Platform specific expertise- be the go-to resource to educate Advisor and Sales on the capabilities and nuances of SMA platforms and custodians
- Client specific materials- partner with the marketing team to own any customized materials requested by clients and managing all client specific administrative items
- Provide rapid response to requests for proposals, transition analysis, portal demos, guidance on sponsor platform, and best practices. Develop an in-depth understanding of Goldman Sachs' SMA offerings (DI, FI, Option overlay, transition management).
- Advisor follow up to drive deep adoption of SMA strategies in Advisors book of business
- Be an expert on market trends, competitive landscape, and wealth sponsor platform to provide informed advice to advisors
- Feeder team for regionally located Business Development Specialists
Skills/Experience
- Minimum 3+ years of relevant financial services experience and sales experience
- Bachelor's degree required (MBA, CFA, CIMA, CFP, a plus)
- Series 7 and 66required.
- Good understanding of asset management, wealth advisory markets, and SMA/models.
- Ability to multi-task and work under tight time constraints
- Sales acumen and wholesaling experience preferred
- Good comprehension of the retail distribution process
- Strong written and oral communication skills
- Ability to adopt and implement new technologies quickly
- Strong familiarity with computer applications (i.e. Excel, Word, PowerPoint, Access, etc.)
- Excellent listening and profiling skills
- Demonstrate understanding of capital markets across all facets
- Strong interpersonal, organizational, time management and problem-solving skills and excellent attention to detail
- Previous experience with Customer Relationship Management (CRM) software
- Proactive client orientation and conscientiousness towards response time