Job Description

MORE ABOUT THIS JOB

Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging 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.

YOUR IMPACT

Are you motivated to help grow institutional relationships within a firm dedicated to holistic financial counseling? Do you believe in the impact that a corporate-sponsored financial planning benefit can have on financial wellness? Aycos Corporate Relationship Management team is focused on ensuring our clients and partners receive the best service our firm has to offer through our strategic guidance, dedication to quality and commitment to improving the financial health of employees across the country.

HOW YOU WILL FULFILL YOUR POTENTIAL

* Create and maximize revenue opportunities within current corporate relationships by increasing utilization of executive financial management services (EFM)
* Prospect newly eligible executives by phone and email to help drive client conversion efforts
* Develop and execute sales strategies, including tracking and measuring the efficacy of Ambassador outreaches
* Leverages Aycos customer relationship management (CRM) tool to log and record prospecting activity and key takeaways in salesforce
* Follow-up on cold and warm leads to further the sale process and assure market penetration
* Develop meaningful relationships with prospects to help them understand the depth and breadth of Ayco EFM
* Provide seamless transition between Client Engagement and Strategy (CES) team and servicing Ayco advisor; work effectively with cross-functional team of institutional and internal resources
* Research of competitor, peer and industry activity to keep informed of new services and other general information of interest to prospects
* Assist other members of the team to implement EFM programs
* Identify and execute on engagement strategies, with clear and effective communication to internal/external stakeholders; on-going coordination with Institutional team, EFM Region Heads, and Business Unit Managers
* Work with Program Liaison and/or Relationship Manager(s) of corporate accounts to define success metrics and comparison against those pre-defined metrics

WHERE WILL YOU MAKE AN IMPACT

Ayco business spans the country, with the following locations in the United States: Atlanta (GA), Boston (MA), Canonsburg (PA), Chicago (IL), Cincinnati (OH), Cohoes (NY), Dallas (TX), Deerfield (IL), Irvine (CA), Houston (TX), Latham (NY), Los Angeles (CA), Minneapolis (MN), New York (NY), Parsippany (NJ), Philadelphia (PA), San Francisco (CA), Saratoga Springs (NY), Seattle (WA), Troy (MI), Washington, D.C. (DC) and West Palm Beach (FL)