Bank Channel Internal Wholesaler Analyst/Associate (Chicago) - GSAM, US Third Party Distribution
MORE ABOUT THIS JOB
We're a team of trusted advisors who provide innovative investment solutions to help our clients meet their financial goals. From private wealth to asset management, we work with specialists and groups from around the firm to help high-net-worth individuals and institutions across various industries navigate changing markets and make smart investments. We value self-starters with an entrepreneurial spirit, but still provide the support and resources to ensure your success.
We are looking for a dynamic, quick-thinking self-starter with a real passion for the financial markets, exceptional interpersonal skills and interest in a career in sales. This role requires a professional with strong communication skills who has the ability to thrive in a dynamic environment and successfully increase the sale of GSAM products by connecting with Financial Intermediaries. The Regional Consultant (internal wholesaler) position is a fast paced, challenging sales role for self-motivated and driven sales professionals. OUR IMPACT
Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, hedge funds, endowments, foundations, individuals and family offices. Within GSAM, Third Party Distribution (TPD) is responsible for serving clients and driving sales via financial intermediaries including banks, broker/dealers, independent financial advisors, RIAs, retirement platforms, insurance companies and asset managers. As part of Third Party Distribution, the Bank Team delivers comprehensive asset management offerings to banks, trust companies, asset managers and hedge funds. Offerings include GSAM's equity, fixed Income, liquid alternatives, private placements, structured notes, and liquidity solutions. The Bank Channel's goal is to be the premier liquidity and wealth management provider to our clients by offering world class investment solutions, superior thought leadership tools, and pre-eminent client service. Regional Consultants within the U.S. Bank Team are responsible for our calling efforts within various segments within banks, asset managers, and hedge funds including capital markets, corporate trust, personal trust, private wealth management and retirement. In this role, you are dedicated to increasing the sales of GSAM money market funds, mutual funds, ETFs, separately managed accounts and alternative investments through regular telephone presentations. These conversations should increase a client's knowledge and awareness of GSAM products and services. In coordination with the Regional Directors, the Regional Consultant is responsible for managing and expanding relationships with global banks, hedge funds, asset managers, and exchanges. Product responsibilities will range from liquidity and fixed income to equities, ETFs, and alternative solutions. Based in Chicago, the majority of client interaction for this role is by telephone with limited travel.
RESPONSIBILITIES AND QUALIFICATIONS
HOW YOU WILL FULFILL YOUR POTENTIAL
- Collaborate with internal Sales (Regional Consultants) and external sales (Regional Directors) to grow assets and market share by executing on the GSAM value proposition • Make proactive telephone sales presentations to top tier investment professionals highlighting GSAM products and value proposition • Conduct extensive discovery with clients and prospects to understand their business, end-clients and investment process to uncover needs and position GSAM products and services to meet those needs • Provide portfolio construction and practice management support to bank clients to help them strengthen their client relationships and grow their business • Arrange and moderate portfolio management meetings/calls with clients and prospects • Generate and interpret comparative analysis reports to better position GSAM portfolio solutions • Coordinate with Client Service Team and Operations to help facilitate sales/new business • Deliver consistent follow up with investment professionals to advance the sales process and deepen bank relationships • Demonstrate organized, efficient and effective project management and phone skills on a consistent basis
SKILLS & EXPERIENCE WE'RE LOOKING FOR
- Bachelor's degree • At least 2 years of financial services industry or sales experience • Strong academic background • Excellent verbal communication and presentation skills • Exceptional organization and time management skills • Strong interest in sales and the financial markets • Series 7 and 63 registration licensed or obtained within 3 months of employment
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
© The Goldman Sachs Group, Inc., 2017. All rights reservedGoldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
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