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