Asset & Wealth Management, Client Solutions Group (CSG), Retirement Strategic Accounts, Vice Pr[...]
$100k - $230kThe Goldman Sachs Group
MORE ABOUT THIS JOB This role resides in the Retirement Solutions business within the Client Solutions Group of Goldman Sachs Asset Management (GSAM). The Retirement Strategic Accounts team is responsible for client commercial strategy, ongoing relationship management and strategic marketing engagement for Defined Contribution Investment Only (DCIO), Retirement and intermediary-focused Insurance investment solutions offered by the firm. YOUR IMPACT We are seeking a Vice President with a deep understanding of the Defined Contribution (DC) advisor-focused marketplace to bring a strong commercial mindset and excellent client engagement and relationship skills to GSAM's Retirement Strategic Accounts Team within our Asset & Wealth Management (AWM) Retirement Solutions Business. The Retirement Strategic Account Manager will be responsible for supporting a range of client types (including home office DC leadership at wealth management firms and retirement specialist RIAs), business opportunities and asset classes (public and private markets) across the DCIO/Retirement landscape. We seek an experienced individual with a robust network of key retirement plan intermediary relationships, particularly who is passionate about bringing the full spectrum of unique capabilities and resources of Goldman Sachs to help plan participants and end investors save for retirement. OUR IMPACT 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, endowments, foundations, individuals and family offices. The AWM Retirement Strategic Accounts team is responsible for leading the relationship management and business development strategy for enterprise partners across the Retirement industry, including DC, annuities and college-savings. RESPONSIBILITIES AND QUALIFICATIONS HOW YOU WILL FULFILL YOUR POTENTIAL Build and maintain strong partnerships with key decision makers including executive/senior management across assigned list of Retirement intermediaries. Work closely with clients to define goals, address concerns, identify opportunities to plan Retirement and broader OneGS sales approach. Secure investment placements on Select/Preferred Lists, drive strategic partnership results and cross-sell GS solutions. Work with intermediary home-office teams to develop and execute the distribution strategy for DC investment products through their financial advisor population. Track prospects and pipeline through the sales process using the organization\'s internal Client Relationship Management (CRM) platform. Leverage internal subject matter experts as needed (e.g., Investments, Product Specialists, etc.) Maintain updated DC knowledge and provides experience in the retirement plan investment business to help clients realize investment goals. Partner closely with other internal teams to influence platform gatekeepers and investment due diligence teams to win pooled vehicle and separate account mandates as well as recommended lists placements. Develop a complete understanding and appreciation of the Goldman Sachs value proposition, which includes market insights, value-added content and distribution-focused marketing strategy to fully deliver the firm when engaging with clients. Help design and implement services by aligning resources at Goldman Sachs with client needs. Services include market collateral and campaigns, value-added content and sales enablement resources. Lead and conduct regular in-person and virtual meetings with clients; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties. Represent Goldman Sachs at client and industry conferences. Work with client stakeholders to define success metrics and determine engagement strategies. Analyze progress of client relationships against pre-defined success factors. Coordinate regular internal communications for the broader team focused on the defined client base to discuss key focus areas to create and maximize revenue opportunities. Inform new product development efforts for the Defined Contribution business. SKILLS & EXPERIENCE WE\'RE LOOKING FOR * Minimum 7 years of work experience, mostly in the DC industry
- Demonstrated history of commercial impact and success
- Strong DCIO/Retirement industry knowledge
- Desire to work in a team-oriented environment
- Excellent interpersonal skills
- Ability to take initiative and be proactive
- Excellent written and verbal communication skills
- Proven track record of success within a complex sales environment
- Series 7 and 63 required
- Extensive travel required
$100k - $230k
Asset & Wealth Management, Client Solutions Group (CSG), Retirement Strategic Accounts, Vice President - Chicago location_on Chicago, Illinois, United States MORE ABOUT THIS JOB This role resides in the Retirement Solutions business within the Client Solutions Group of...AccountsAssetRetirementFull timeTemporary workPart timeWork experience placementWork at officeWork from homeHome office- Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate... ...Directors, National Accounts, and internal sales teams... ...Client Solutions Group (CSG) and play a critical role... .... Financial Wellness & Retirement We assist employees in saving...AccountsAssetRetirementFull timeWork at office
- ...with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...Consulting Group (ICG). The two teams... ...awareness of GSAM client solutions (including mutual... ...managed accounts) through telephone... ...needs as well as strategically position Goldman...AccountsAsset
$55k - $110k
Asset & Wealth Management, Client Solutions Group - Administrative Assistant, Chicago location_on Chicago, IL, United States Our Administrative Assistants... ...business travel accident insurance. Financial Wellness & Retirement We assist employees in saving and planning for...AssetRetirementFull timeTemporary workWork at office- Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago location_on... ...to help clients across the globe... ...class investing group that sits within... ...Team— a managed accounts and advice solution...AccountsAssetRetirementFull timeTemporary workWork at office
$110k - $175k
...customized portfolio solutions grounded in research... ...over $1 trillion in assets for some of the world... ...Description Wilshire’s Client Solutions team serves... ...with a primary focus on wealth and retirement channels.... ...internal stakeholders, managing client activities, staying...AssetRetirementWork at officeWorldwide- Wilshire Advisors LLC is seeking a Vice President, Client Solutions (Alternatives & Wealth) to lead client service and relationship management across wealth and retirement channels. The role spans multiple asset classes, requiring deep client insights and coordination...AssetRetirement
- ...JPMorganChase Wealth Management is dedicated to... ...$650B in assets and includes 4... ...locations. As a Client Safeguarding... ...protective measures on accounts, or escalating... ...in working groups, pilots, and... ..., delivering solutions to solve all... ...centers, a retirement savings plan,...AccountsAssetRetirementMonday to Friday
- ...leaders. As a Vice President... ...in delivering client and financial analytics... ...support senior management decision-making... ...financial solutions to millions of... ...processing and asset management.... ...wellness centers, a retirement savings plan, backup... ...Bank provides strategic advice, raises...AssetRetirementVisa sponsorship
$100k - $230k
Asset & Wealth Management Overview A career with Goldman... ...to help clients across the globe... ...is seeking a Vice President, Product... ...ETF solutions. The successful... ...recommendations to support strategic growth... ...and National Accounts throughout the... ...808-Ljbffr The Goldman Sachs GroupAccountsAssetFull timeTemporary workPart time- ...shape innovative client solutions and bridge product... ...planning, and account planning Engages... ...feedback to Product Managers across product development... ...processing and asset management. We... ...centers, a retirement savings plan, backup... ...Bank provides strategic advice, raises capital...AccountsAssetRetirement
- ...to apply for the Vice President, Receivables Client Solutions Specialist role at... ...Description Are you are a strategic thinker,... ...Delivery, Treasury Management Officers and Bankers... ...transaction processing and asset management. We... ...centers, a retirement savings plan, backup...AssetRetirement
$85k - $240k
Asset & Wealth Management, Private Family Office, Financial... ...Advisor, Vice President -... ...firm's most strategic clients. You will lead... ...digital solutions for customers... ...for a select group of ultra-high... ...including attorneys, accountants, and bankers)... ...Wellness & Retirement We assist...AssetRetirementFull timeTemporary workPart timeWork at office$200k - $250k
...Director – US Wealth The... ...investment solution offerings to wealth managers, intermediaries... ..., and strategic partners.... ...sales and client management... ...management, asset management,... ...Health Savings Account, Commuter Account... ...Accounts, Group Accident,... ...only) Retirement Benefits: Contributory...AccountsAssetRetirementTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...leaders, shape strategic initiatives,... .... As a Vice President of Business Management within the... ...innovative financial solutions to millions... ...government clients under the J.... ...and asset management.... ...centers, a retirement savings plan... ...Morgan Asset & Wealth Management delivers...AssetRetirementWork at office
$85k - $240k
Asset & Wealth Management, Private Wealth Management... ...Unit Manager, Vice President -... ...helps empower clients and customers... ...provides digital solutions for customers... ...of national strategic initiatives... ...Wellness & Retirement We assist employees... ...Ljbffr Goldman Sachs Group, Inc.AssetRetirementFull timeTemporary workPart timeWork at officeLocal area$110k - $175k
Wilshire seeks a Client Solutions professional in Chicago to serve as the primary liaison for assigned clients across wealth and retirement channels. You’ll coordinate with internal teams, monitor... ...deep client relationships, growing assets, and ensuring compliance. Hybrid...AssetRetirement- ...J.P. Morgan Wealth Management - Vice President - Private... ...advisors and clients to deliver... ...and the asset allocation needed... ...savings, retirement, and cash flow... ...influence, primarily accountants and attorneys... ...‑net‑worth solutions, and... ...one‑on‑one and group meetings Strong...AssetRetirementWork at office
$100k - $125k
...Director, Private Wealth Client Services with 5+ years... ...of experience managing the administrative... ...Transfer and reconcile assets from contra firms... ...of urgency Think strategically and operate... ...insurance, 401(k) retirement plan, health savings accounts, short and long‑term...AccountsAssetRetirementFull timeTemporary workWork at officeLocal area- ...the largest asset and wealth managers globally.... ...institutional clients. As a Vice President, Assistant... ...experienced group of... ...tactical and strategic business initiatives... ...managed accounts, as business... ...and solutions. Advise the... ...centers, a retirement savings plan...AccountsAssetRetirement
- J.P. Morgan Wealth Management - Vice President - Private... ...advisors and clients to deliver... ...and the asset allocation needed... ...savings, retirement, and cash flow... ...influence, primarily accountants and attorneys... ...‑net‑worth solutions, and... ...one‑on‑one and group meetings Strong...AssetRetirementWork at office
$225k - $275k
...mandate of the Managing Director &... ...& Payment Solutions Market Structure and Asset Wealth Managers:... ...and execute strategic plan to... ...growth for clients across market... ...expertise. Key Accountabilities Business... ...Financial Group’s pay range... ...insurance, and retirement savings...AssetRetirementPart timeLocal area$65k - $85k
...Wealthspire, a leading wealth management, institutional... ..., families, retirement plans, endowments... ...management, empowering clients to navigate... ...deliver insights and solutions backed by deep... ...Investment Consultants in account administration,... ...with outside asset managers for...AccountsAssetRetirementWork at officeLocal areaRemote workShift work$140k - $160k
.... We help our clients evaluate their... ...risks and develop solutions tailored to... ...insurance, retirement, and private wealth management products and services... ...PROGRAM GROUP (SPG) Specialty... ...The Strategic Human Resources... ...primary point of accountability for HR delivery...AccountsRetirementTemporary workLocal areaShift work- ...As a Payments Client Manager within our Global... ...build and nurture strategic client partnerships... ...deliver innovative solutions that meet our... ...in pipeline and account planning, ensuring... ...transaction processing and asset management. We... ...centers, a retirement savings plan,...AccountsAssetRetirement
$175k - $227k
Title Vice President of Client Management Employee Status Full... ...Capital Solutions Location Any... ...knowledge. The group provides... ...communities as asset-rich and as... ...ownership and accountability across post-... ...broader strategic awareness. Additional... ...off. 401(k) retirement plan with...AssetRetirementFull timeTemporary workSummer workWork at officeRemote workWork from homeRelocation packageFlexible hoursWeekend workAfternoon shift$137.4k - $240.4k
...sophisticated clients using leading... ..., Corporate Groups , is a strategic leadership role... ...advance data management, governance,... ...analytics solutions. Risk Management... ...including retirement benefits (401... ..., spending accounts and disability... ...stability is an asset that...AccountsAssetRetirementFlexible hours- ...Investment Bank clients across the... ..., Treasury Management Officers,... ..., including accountability to deliver on... ...Contribute to strategic client... ...delivering solutions; ability to... ...Business Resource Groups, employees who... ...and asset management.... ...centers, a retirement savings plan...AssetRetirementWork experience placementWork at office
$195k - $235k
...Description The Senior Client Advocate provides strategic relationship management, taking... ...and industry groups. Recommend appropriate solutions throughout the... ...of the client account and ensure... ...resources and assets tailored to client... ...State only) Retirement Benefits: Contributory...AccountsAssetRetirementTemporary workLocal areaFlexible hours$137.4k - $233.6k
Capability Lead - Client 360 page is... ...**The Sr. Manager, Product Management... ...across Wealth Management systems... ...external account connectivity... ...enterprise and group-level... ...priorities and solution design.* Apply... ...package including retirement benefits (401... ...is an asset that emboldens...AccountsAssetRetirementFlexible hours
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