Asset & Wealth Management, Client Solutions Group (CSG), Retirement Strategic Accounts, Vice President - Chicago

The Retirement Strategic Account Manager will support a range of client types including home office DC leadership at wealth management firms and retirement specialist RIAs. Responsibilities include building and maintaining strong partnerships with key decision-makers, defining goals and addressing concerns, securing investment placements on Select/Preferred Lists, driving strategic partnership results, and cross-selling GS solutions.

Responsibilities

• Build and maintain strong partnerships with key decision makers including executive/senior management across assigned list of Retirement intermediaries.
• Works closely with clients to define goals, address concerns, identify opportunities to plan Retirement and broader OneGS sales approach.
• Secure investment placements on Select/Preferred Lists, drive strategic partnership results and cross-sell GS solutions.
• Work with intermediary home-office teams to develop and execute the distribution strategy for DC investment products through their financial advisor population.
• Track prospects and pipeline through the sales process using the organization's internal Client Relationship Management (CRM) platform.
• Leverage internal subject matter experts as needed (e.g., Investments, Product Specialists, etc.).
• Maintain updated DC knowledge and provide experience in the retirement plan investment business to help clients realize investment goals.
• Partner closely with other internal teams to influence platform gatekeepers and investment due diligence teams to win pooled vehicle and separate account mandates as well as recommended lists placements.
• Develop a complete understanding and appreciation of the Goldman Sachs value proposition, which includes market insights, value-added content and distribution-focused marketing strategy to fully deliver the firm when engaging with clients.
• Lead and conduct regular in-person and virtual meetings with clients; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties.
• Represent Goldman Sachs at client and industry conferences.
• Work with client stakeholders to define success metrics and determine engagement strategies.
• Analyze progress of client relationships against pre-defined success factors.
• Cook up regular internal communications for the broader team focused on the defined client base to discuss key focus areas to create and maximize revenue opportunities.
• Inform new product development efforts for the Defined Contribution business.

Qualifications

• Minimum 7 years of work experience, mostly in the DC industry.
• Demonstrated history of commercial impact and success.
• Strong DCIO/Retirement industry knowledge.
• Desire to work in a team-oriented environment.
• Excellent interpersonal skills.
• Ability to take initiative and be proactive.
• Proven track record of success within a complex sales environment.
• Series 7 and 63 required.
• Extensive travel required.