CWM - Goldman Sachs Ayco Personal Financial Management - - Corporate Relationship Management, Associate Relationship Manager, Associate - Cohoes, NY

Location(s) US-NY-Albany
Job ID
2021-80497
Schedule Type
Full Time
Function(s)
General
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Corporate Relationship Mgt
Employment Type
Employee

MORE ABOUT THIS JOB

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

 

AYCO

Ayco, a Goldman Sachs Company 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.

 

RESPONSIBILITIES AND QUALIFICATIONS

JOB SUMMARY & RESPONSIBILITIES

 

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.

 

OUR IMPACT

Ayco, a Goldman Sachs Company, 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

  • Manage components of corporate relationships as the strategic lead across Ayco for a limited number of corporate accounts and also provide support to Directors and VPs within the CRM team
  • Identify revenue opportunities within managed corporate relationships and bring in appropriate resources to develop opportunities
  • Lead and conduct regular in-person and teleconference meetings with for corporate accounts that you manage; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties
  • Coordinate resources across the firm and facilitate communication amongst the corporate account team to service and enhance corporate accounts
  • Assist with designing company specific program based on Ayco services and client need through understanding Ayco product offerings and a needs assessment with the client
  • Regularly discuss upcoming product and service enhancements with corporate contacts
  • Work with team members, clients and internal stakeholders to develop program plan and implementation timeline for new accounts, as well as modify existing accounts as applicable
  • Partner with our corporate clients to help define success metrics and determine engagement strategies
  • Ensure updates are happening between the corporate contacts and Ayco benefits consultant so we have the most current information
  • Discuss and compare usage/outcome metrics and strategize with appropriate team members, the client, and internal resources to enhance desired results
  • Develop, deliver and review reporting with our clients based on program utilization and outcomes
  • Serve as primary and/or secondary contact for clients during Coaching program development, implementation and maintenance
  • Assist in developing customized financial education content, as applicable
  • Participate in regular meetings with clients for Relationship Managers you support as well as internal stakeholders
  • Solicit and gather feedback from clients on existing models and desired enhancements
  • Recognize what additional services our clients are utilizing to help influence future product enhancements
  • 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

 



 

 

 

QUALIFICATIONS

 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s degree required
  • 2+ years of experience with employee benefits, compensation, marketing and/or relationship management is preferred
  • Strong organization and multitasking skills
  • Excellent written and verbal communication sills
  • Detail oriented, self-motivated and strong organization skills
  • Team oriented and 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

 

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