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

Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, Illinois, United States
·
On-site
·
Full-time
·
5d ago
Asset & Wealth Management
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.
YOUR IMPACT
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.
OUR IMPACT
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.
HOW YOU WILL FULFILL YOUR POTENTIAL
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
SKILLS & EXPERIENCE WE'RE LOOKING FOR
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
Please note this is a commission based role in addition to the base salary. Commissions are paid on a quarterly Basis.
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., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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About Goldman Sachs

Goldman Sachs
PublicGoldman Sachs is a multinational investment bank and financial services company providing investment banking, securities, and investment management services. The firm serves corporations, financial institutions, governments, and individuals worldwide.
45,000+
Employees
Lower Manhattan
Headquarters
Reviews
2.6
10 reviews
Work Life Balance
1.8
Compensation
4.2
Culture
2.1
Career
2.9
Management
2.0
25%
Recommend to a Friend
Pros
High compensation and competitive salaries
Talented coworkers and good teamwork
Prestigious work environment
Cons
Poor work-life balance and long hours (70+ weekly)
Toxic and cutthroat competitive culture
High stress and burnout risk
Salary Ranges
21,066 data points
Junior/L3
Junior/L3 · Operations Analyst
739 reports
$85,281
total / year
Base
$78,910
Stock
-
Bonus
$6,371
$63,253
$116,211
Interview Experience
5 interviews
Difficulty
3.0
/ 5
Duration
21-35 weeks
Experience
Positive 0%
Neutral 60%
Negative 40%
Interview Process
1
Application Review
2
Phone Screen/HireVue Video Interview
3
Superday/Panel Interview
4
Final Decision
Common Questions
Behavioral/STAR
Technical Knowledge
Culture Fit
Past Experience
Case Study
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