Asset & Wealth Management, Client Solutions Group, Sales, Associate - Wheaton, IL

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.

How You Will Fulfill Your Potential

• Work closely with senior team members to manage, enhance, and develop existing client relationships
• Work with senior team members to ensure all recurring and bespoke client requests are met on a timely basis
• Work closely with senior team members to execute new business development efforts by coordinating prospect pitches, presentations, and identifying new business opportunities
• Respond to information requests from various sources including clients, prospects and consultants. These requests include, but are not limited to: Requests for proposals (RFPs), consultant questionnaires, audit requests, and ad-hoc and recurring client inquiries
• Build and manage an industry knowledge base by researching new business opportunities and staying current on industry publications and newspapers, client websites, conference materials, consultant and other databases, etc.
• Work with senior team members to develop and execute a strategic plan for each client, outlining cross-selling opportunities, a service plan, and specific deliverables
• Assist with the coordination of all client account maintenance items (e.g., account updates, guideline changes, client organizational changes, etc.)
• Work with Portfolio / Product Manager(s) to prepare and review materials for portfolio review meetings
• Identify and escalate any sensitive client issues to senior team members; coordinate a timely response to the client
• Coordinate with key stakeholders across the business, including Portfolio Managers, Operations, Compliance, Legal, and Technology with a common goal of ensuring clients' needs are met

Skills and Experience We Are Looking For

• 3+ years of work experience at an asset management firm or other financial services organization
• Undergraduate degree, preferably in business or finance-related studies
• Basic knowledge of, and passion for, the asset management business and capital markets
• Highly organized with exceptional attention to detail and excellent follow-through
• Positive attitude and strong, proactive work ethic
• Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others internally to meet client needs
• Strong written and oral communication skills
• Ability to work well in a fast-paced team environment, including with colleagues based in different regional offices
• Strong proficiency in MS Office (Excel, PowerPoint, and Word)
• Series 7, 63 and 3 licensed or obtained within 3 months of joining

Job Info

• Job Identification 174880
• Job Category Associate
• Locations Chicago, IL, United States