Asset & Wealth Management, US TPW Distribution Strategy & Enablement, Vice President, Chicago

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 the 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.

 

Job Summary and Responsibilities:

 

This role will help lead the US Third Party Wealth Sales Enablement efforts as part of the broader Global CSG Sales Enablement group. The VP will be responsible for connecting across senior leaders of the distribution business (including sales, marketing, product) and partner teams (GSAM Engineering, Operations, etc.) to define and drive the vision of the enablement platform. The primary focus will be on developing and growing a data ecosystem to provide critical reporting and insights to senior management, as well as formulate data models and activation strategies to advance the on-the-field execution of our sales teams, specifically within the US Third Party Wealth client segment. This role involves both working in close partnership w/ distribution leadership to help form and translate strategy into executable components, and  leading the team in its close partnership with GSAM Engineering to deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive profitability. Responsibilities include overseeing data analysis and visualization to extract insights from combined data sets, customer segmentation & targeting modeling, territory analysis, and KPI performance tracking. The VP will be responsible for managing and growing the team and overall effort, ensuring alignment with business priorities and effective delivery of solutions. This role will strengthen the distribution data foundation, build traditional BI (including visualizations) & advanced analytical solutions, and produce insights that empower business decision-makers. The VP will also be responsible for fostering collaborative relationships and communicating effectively with business and IT leaders, project members, and vendors to assure success.

 

Skills/Experience:

·       Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise.

·       Ability to combine both big picture/outcome driven strategic thinking and bottom-up/detailed level analytical rigor.

·       Strong expertise in BI and Analytics applications (Alteryx, Tableau/Power BI/Qlik etc.), Programming (SQL etc.), and Traditional & Cloud Databases (MS SQL Server, SingleStore, AWS etc.) is strongly preferred.

·       Prior experience with BI methodology (e.g., descriptive, and prescriptive analytic techniques) is preferred.

·       8-12 years’ of experience operating and leading Distribution Enablement and Business Intelligence efforts, ideally in the Asset/Wealth Management space.

·       Experience working with key Third Party Wealth Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows, 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) preferred.

·       Data-driven user-centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs.

·       Exposure to and experience with MDM techniques, data governance, and data management is preferred.

·       Demonstrates an understanding of multiple databases, data flows, and relationships across various sources.

·       The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a solid understanding of business strategies, pri