CWM - Goldman Sachs Ayco Personal Financial Management - Corporate Relationship Management, Relationship Manager, Vice President - Seattle, WA

Location(s) US-WA-Seattle
Job ID
2021-80622
Schedule Type
Full Time
Function(s)
General
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Ayco - Financial Counseling
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

  • 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


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 required
  • 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