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CIMD - Goldman Sachs Ayco Personal Financial Management - Corporate Relationship Management, Re[...]

Company: Goldman Sachs
Location: Washington
Posted on: February 25, 2021

Job Description:

Sign up for BRIEFINGS, a weekly email about trends shaping markets, industries and the global economy. Sign Up We think who you are makes you better at what you do. Learn more about our firm and culture through a day in the life of our people. Learn more Careers Center CIMD - Goldman Sachs Ayco Personal Financial Management - Corporate Relationship Management, Relationship Manager, Vice President - Washington, DC in Washington, District of Columbia - Careers at 0001 011 E820 0000-Consumer and Investment Management Division-Wealth-PWM Sales - Washington DC-Wealth Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Welcome page Returning Candidate? Log back in! CIMD - Goldman Sachs Ayco Personal Financial Management - Corporate Relationship Management, Relationship Manager, Vice President - Washington, DC Location(s) US-DC-Washington Job ID 2021-71534 Schedule Type Full Time Level Vice President Function(s) General Region Americas Division Consumer and Investment Management Division Business Unit PWM Sales - Washington DC Employment Type Employee MORE ABOUT THIS JOB Goldman Sachs Ayco Personal Financial Management 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 across the seven key financial disciplines outlined above. RESPONSIBILITIES AND QUALIFICATIONS YOUR IMPACT
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? Ayco's Corporate Relationship Management team is focused on ensuring our clients and partners receive 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. HOW YOU WILL FULFILL YOUR POTENTIAL

  • Lead the strategic growth of our current client base by managing a defined number of corporate relationships
  • Create and maximize revenue opportunities within current corporate relationships
  • Help design and implement services by aligning product offerings with corporate account needs
  • Regularly discuss upcoming product and service enhancements with corporate contacts
  • Lead and conduct regular in-person and virtual meetings with corporate contacts; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties
  • Attend finalist presentations and business development meetings when appropriate
  • 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
  • Work with the institutional client sales team on growth opportunities
  • Coordinate regular internal communications and update the core service team on benefit changes, organizational changes, new revenue opportunities and contract renewal discussions
  • Influence Ayco's service model and product design by soliciting and gathering feedback from corporate clients
  • Serve as the escalation point for corporate contacts on any servicing issues and as the internal escalation point on any concerns regarding the relationship WHERE WILL YOU MAKE AN IMPACT Boston (MA), Cohoes (NY), Latham (NY), New York (NY), Parsippany (NJ), Philadelphia (PA),), Saratoga Springs (NY), Washington, D.C. (DC)
    QUALIFICATIONS SKILLS & EXPERIENCE WE'RE LOOKING FOR
    • Bachelor's degree required
    • 3+ years leadership experience required
    • 5+ years of experience with employee benefits, compensation, marketing and/or relationship management is preferred
    • Strong interpersonal skills; written and oral presentation skills required
    • Experience in the financial services industry preferred
    • Experience working with Human Resource benefit and compensation professionals preferred
    • Self-motivated and able to work in an autonomous, yet collaborative environment--
    • Frequent travel required ABOUT GOLDMAN SACHS CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)
      The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. ABOUT GOLDMAN SACHS

      At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

      We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at-- GS.com/careers .

      We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https:// www.goldmansachs.com/careers/footer/disability-statement.html

      -- The Goldman Sachs Group, Inc., 2021. All rights reserved.
      Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Options Apply Apply Email a Friend Email a Friend

Keywords: Goldman Sachs, Washington DC , CIMD - Goldman Sachs Ayco Personal Financial Management - Corporate Relationship Management, Re[...], Accounting, Auditing , Washington, DC

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