YOUR IMPACT
If the following job requirements and experience match your skills, please ensure you apply promptly.
We are seeking a Regional Director (External Wholesaler) to join our Large Market RIA Channel sales team within US Third Party Wealth covering a focused list of firms within North Carolina, South Carolina, Tennessee & Virginia .
Our ideal candidate has successful financial sales experience and strong communication skills with the ability to convey complex products and views in a concise manner.
This role will also require significant collaboration with Internal Partners to accelerate sales of Mutual Funds, ETFs, SMAs, and Private Alternatives.
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, endowments, foundations, individuals, and family offices.
Within GSAM, Americas Client Business Retail 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.
Our Metro Wires sales team sits within US Third Party Wealth and is responsible for marketing Goldman Sachs Asset Management (GSAM) Products to financial advisors predominantly at large RIAs.
HOW YOU WILL FULFILL YOUR POTENTIAL
In this external sales role, the Regional Director is responsible for calling on a focused list of firms in the territory.
Responsibilities include but are not limited to :
- External sales role calling on a focused list of firms in the territory.
- Responsible for marketing Goldman Sachs Asset Management (GSAM) products within the ICG channel including Mutual Funds, ETFs, SMAs, and Private Alternatives.
- Role requires the ability to position Goldman Sachs' investment philosophy, process, product differentiation, and competitive analyses in group presentations, public seminars, and one-on-one presentations.
QUALIFICATIONS
SKILLS & EXPERIENCE WE'RE LOOKING FOR
- 5+ years of financial services sales experience preferred
- Strong presentation skills
- Strong organizational skills
- Self-motivated
- Ability to work with Internal Partners to help Drive Sales in ETFs, Alternatives, and Retirement Business
- Ability to maintain a consistent travel schedule
- Ability to manage administrative aspects of the job effectively (call reports, expense reports, etc.)
- 3 to 4 days of travel per week
- Series 7 and 63 required
- Existing relationships in the territory, with a focused client base preferred
- Compliance-oriented
- Must live in or be willing to commute into the territory.
J-18808-Ljbffr
Wealth Management Summer Internship
The ideal candidate is an undergraduate “rising junior or senior” pursuing a degree in business/finance/accounting/economics with an interest or experience in Wealth Management. Interns will focus on a variety of tasks to support the firm such as preparing reports for client meetings, administrative...
Asset & Wealth Management - Tax Senior Associate
Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; relig...
Third Party Management Incident Response Lead
This position will be responsible for providing incident response operational support of the Third Party Management Office (TPMO) within the First Line of Defense to design, build, centralize and oversee the incident response lifecycle of Third Party Management Program. The lead also serves as a sea...
IT Asset Management (ITAM) Head, Sr. Director
Works with leadership to develop and enhance lifecycle asset management strategy, company policies and processes that align with the programs and customer’s business objectives. In addition, the ITAM Director contributes to the designs, development, and implementation of the organization’s asset man...
Asset & Wealth Management Operations-Shareholder Services-Chicago-Associate-Defined Contribution Operations
This position in Shareholder Services is ideal for the person who seeks to deepen his or her skills in portfolio management and advice delivery, has knowledge of the asset management business, is very detail oriented, intellectually curious, and enjoys a very fast paced/high energy work environment....
J.P. Morgan Wealth Management - Private Client Advisor - DuPage County, IL
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. This will be done with a consistent focus on relationship management, not...
Director, Product Management – CRM (US-Remote)
Reporting to the VP, Product Management – Modern Retail, this product management leader is critical as CDK continues our focus on delivering exceptional experiences for our customers. Understands customer needs through data analysis and customer feedback, ultimately gaining insights into what custom...
J.P. Morgan Wealth Management - Private Client Advisor - Chicago Northwest
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. This will be done with a consistent focus on relationship management, not...
IT Asset Management (ITAM) Head, Sr. Director
Works with leadership to develop and enhance lifecycle asset management strategy, company policies and processes that align with the programs and customer’s business objectives. In addition, the ITAM Director contributes to the designs, development, and implementation of the organization’s asset man...
J.P. Morgan Wealth Management - New Client Investment Specialist
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Possess an entrepreneurial business spirit with a sense of urgency to get the client direct...