Goldman Sachs Asset & Wealth Management Client Solutions 

United States, Texas, Dallas 

875320912

HOW YOU WILL FULFILL YOUR POTENTIAL

In this external sales role, the Regional Director is responsible for calling on a focused list of firms and retirement-focused financial advisors in the territory. Responsibilities include but are not limited to:

• Establish, maintain and grow relationships with retirement-focused advisors to drive sales.
• Responsible for marketing products including Mutual Funds, CITs and our bundled recordkeeping solution.
• Role requires the ability to position Goldman Sachs' investment philosophy, process, product differentiation and competitive analyses in group presentations, public seminars and one-on-one presentations.
• Develop a complete understanding of our value proposition which includes market insights, product knowledge, portfolio construction, and retirement related investment solutions.
• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
• Maintain a full calendar of client engagement/activity.
• Ability to work with multiple internal teams and partners to help drive sales effort.
• Develop and maintain territory business plan to meet sales goals.
• Leverage internal sales partner to scale and track business to maximize impact.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• 10+ years of financial services sales experience preferred
• Strong presentation skills
• Strong organizational skills
• Self-motivated
• Minimum of (5-10) years of financial services sales experience with a proven track record and relationships in the DCIO market or record-keeping market
• Strong knowledge of the advisor-sold (or intermediary-driven) retirement market including trading platforms, bundled providers and regulatory issues
• Ability to manage administrative aspects of job effectively (call reports, CRM, expense reports, etc.)
• (3-4) days of travel per week
• Series 7 and 63 required
• Existing relationships in the territory, with focused client base preferred
• Compliance-oriented
• Team player
• Must live or be willing to relocate to territory