Asset & Wealth Management, GS Ayco Workplace Advisory Solutions Relationship Manager, Associate - Newport Beach, CA

Job Description

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 Sachs Ayco’s Corporate Relationship Management team is focused on ensuring our clients and partners rece ive 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

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

• Own the strategic growth of our current client base by managing a limited number of corporate relationships while supporting a VP Relationship Manager (RM)
• Support RM in creating and maximizing revenue opportunities within current corporate relationships
• Establish baseline skill in communicating our firm direction and strategic vision and bring in subject matter experts to further educate our clients on the various service offerings we have to offer
• Drive awareness and adoption of employees and executives using Ayco services within corporate partners
• Help design and implement services by aligning product offerings with corporate account needs
• Lead and conduct regular in-person and virtual meetings with the corporate accounts that you manage; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties
• Work with corporate client stakeholders to define success metrics and determine engagement strategies
• Discuss current utilization and outcomes metrics; analyze progress against pre-defined success factors
• Participate in regular meetings with clients for Relationship Managers you support as well as internal stakeholders
• Serve as the escalation point for corporate contacts on any servicing issues and as the internal escalation point on any concerns regarding the relationship
• Coordinate resources from across the firm, facilitate and coordinate communication to enhance firm’s overall relationship with clients
• Develop financial education content, as applicable
  
  

Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree required
• 3-4 years of experience with employee benefits/compensation, marketing/sales, relationship management and/or financial industry preferred is preferred
• Strong organization and multitasking skills
• Excellent written and verbal communication sills
• Detail oriented, self-motivated, and strong organization skills
• Team oriented with ability to work across multiple businesses
• Working knowledge of Microsoft products, including Work, Excel, Windows, PowerPoint
• Ability to work effectively within cross functional teams, exchanging ideas, and developing and managing timelines
• Potential travel required