CWM - Ayco Personal Financial Management - National ...
Goldman Sachs - Albany, NY
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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.AYCOGoldman 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 and guided implementation across seven key financial disciplines, including employee benefit planning.HOW YOU WILL FULFILL YOUR POTENTIALManage components of corporate relationships as the strategic lead across Ayco and other divisions of Goldman Sachs for a limited number of corporate accountsLead 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 partiesCoordinate 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 clientRegularly discuss upcoming product and service enhancements with corporate contactsWork with team members, clients and internal stakeholders to develop program plan and implementation timeline for new accounts, as well as modify existing accounts as applicablePartner with our corporate clients to help define success metrics and determine engagement strategiesDiscuss and compare usage/outcome metrics and strategize with appropriate team members, the client, and internal resources to enhance desired resultsDevelop, deliver and review reporting with our clients based on program utilization and outcomesAssist in developing customized financial education content, as applicableParticipate in regular meetings with clients for Relationship Managers you support as well as internal stakeholdersSolicit and gather feedback from clients on existing models and desired enhancementsEstablish 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 offerQUALIFICATIONSSKILLS & EXPERIENCE WE’RE LOOKING FORBachelor’s degree required3-5+ years of experience with employee benefits, compensation, marketing and/or relationship management is preferredKnowledge/experience/interest in the private equity and financial sponsor industryStrong organization and multitasking skillsExcellent written and verbal communication sills Detail oriented, self-motivated and strong organization skillsTeam oriented and ability to work across multiple businessesWorking knowledge of Microsoft Office including Work, Excel, Windows, PowerPointAbility to work effectively within cross functional teams, exchanging ideas, and developing and managing timelinesPotential travel requiredABOUT GOLDMAN SACHSAt 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 atGS.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
Created: 2024-09-07