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Nu Advisory Partners

Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate

Goldman Sachs

Goldman Sachs

Accounting & Finance, Customer Service
Chicago, IL, USA
Posted on Thursday, June 6, 2024

Job Description

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.


As a Regional Consultant (internal wholesaler), you will be working within Goldman Sachs Asset & Wealth Management, driving client engagement and positioning our investment products with financial advisors across the industry. We are looking for a dynamic, quick-thinking, self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in a sales career.


Regional Consultants sit within our Independent Advisor Channel (IAC) and our Investment Consulting Group (ICG). The two teams are responsible for expanding GSAM's investment management presence across Broker-Dealers, Independents, and Investment Advisors. We build relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants and advisors by offering world class portfolio and risk management services, superior thought leadership and pre-eminent client service to our clients.

As a member of our team, Regional Consultants work to increase the sale and awareness of GSAM client solutions (including mutual funds, exchange traded funds, private alternatives and separately managed accounts) through telephone presentations, virtual meetings, email correspondence, attending industry conferences and territory travel.


Job Summary & Responsibilities

  • Effectively profile advisors to understand their practice, clients and investment process so that we can better serve their needs as well as strategically position Goldman Sachs products/services
  • Conduct proactive telephone and virtual sales presentations to top tier clients and prospects, highlighting the GSAM products and value proposition with the ultimate goal of raising capital in our investment strategies.
  • Partner with Regional Directors (external wholesalers) to manage an assigned territory within the U.S., driving sales and assets through execution of a defined territory strategy and sales process
  • Build strong relationships with advisors primarily through telephone interaction and virtual engagements (limited travel to client sites)
  • Provide portfolio construction and practice management support to Financial Advisors, helping them strengthen their client relationships and grow their business
  • Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships
  • Demonstrate organized, efficient and effective territory management and sales skills on a consistent basis

Basic Qualifications

  • At least 2 years successful sales experience
  • General financial service industry experience
  • Strong understanding of the Asset Management space and the Public Markets
  • Bachelor's degree
  • Series 7 and Series 63 licensed or obtained within 3 months of joining
  • Excellent interpersonal skills and ability to work efficiently with others
  • Commercially oriented
  • Excellent verbal communication and presentation skills
  • Project management skills