Asset & Wealth Management, West Coast Liquidity Solutions Sales, Regional Director, Associate - San Francisco

JOB SUMMARY & RESPONSIBILITIES

 

ASSET & WEALTH MANAGEMENT

We’re a team of trusted advisors who provide innovative investment solutions to help our clients meet their financial goals. From private wealth to asset management, we work with specialists and groups from around the firm to help high-net-worth individuals and institutions across various industries navigate changing markets and make smart investments. We value self-starters with an entrepreneurial spirit, but still provide the support and resources to ensure your success.

 

OUR IMPACT 

Goldman Sachs’ Asset & Wealth Management Division (AWD) is one of the world’s leading investment managers. AWD provides institutional and individual investors with investment and advisory solutions, with strategies spanning public and private asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading corporates, insurance companies, sovereign wealth funds, central banks, financial institutions, pension plans, endowments, foundations, individuals and family offices. 

 

 

YOUR IMPACT 
We are looking for a dynamic, quick-thinking self-starter with a real passion for the financial markets, exceptional interpersonal skills and interest in a career in sales within our Liquidity Solutions Sales Team (Americas Direct) as an Associate/Vice President (West Coast). This role requires a professional with strong communication skills who has the ability to thrive in a dynamic environment and help successfully increase the sale of liquidity products by connecting with Corporates, Hedge Funds, Private Equity, VCs and Public Institutions. 

 

As part of Liquidity Solutions, the Americas Direct Sales Channel delivers comprehensive liquidity offerings to treasury teams at Corporations, Hedge Funds, Private Equity, VCs and Public Institutions of all sizes. In this role, you are part of a team dedicated to increasing the sales and distribution of GSAM solutions from money market and short duration bond funds to separately managed accounts (SMAs) and Mosaic (Money Market Fund portal). Based on the west coast – Bay area preferred. A reasonable amount of travel is required for this role.

HOW YOU WILL FULFILL YOUR POTENTIAL 
• Collaborate with coverage team to find opportunities to help grow assets and market share 
• Assist with discovery of clients and prospects to understand their business and investment process to uncover needs and position GSAM products and services to meet those needs 
• Arrange and moderate portfolio management meetings/calls with clients and prospects 
• Generate and interpret comparative analysis reports to better position GSAM liquidity solutions 
• Coordinate with Client Service Team and Operations to help facilitate sales/new business 
• Deliver consistent follow up with investment professionals to advance the sales process and deepen client relationships 
• Demonstrate organized, efficient and effective project management and communication skills on a consistent basis

QUALIFICATIONS: 

SKILLS & EXPERIENCE WE’RE LOOKING FOR 
• Minimum of 3-5+ years of relevant sales experience or past experience in a treasury related function (FP&A, Controller, Treasury Management/Associate, Capital Markets, Sales) 
• Excellent verbal communication and presentation skills 
• Exceptional organization and time management skills 
• Strong interest in long-terms sales career and a passion for financial markets 
• Series 7 and 63 registrations licensed or obtained within 3 months of employment preferred

• Positive attitude and strong work ethic

• Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialog and interactions, and collaborate well with others 

• Strong written and oral communication skills 

• Ability to work well in a fast-paced team environment