Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago jobs in United States
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Goldman Sachs · 19 hours ago

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

Goldman Sachs Asset & Wealth Management is a leading asset manager with over $2 trillion in assets under supervision. As a Regional Consultant, you will engage with financial advisors to promote investment products and drive sales within the Independent Advisor Channel and Investment Consulting Group.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Sales experienceAsset Management knowledgePublic Markets understandingSeries 7 licenseSeries 63 licenseCommercial orientationInterpersonal skillsVerbal communicationPresentation skillsProject management

Required

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

Benefits

Discretionary bonus
Commission based role

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

H1B Sponsorship

Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)

Funding

Current Stage
Public Company
Total Funding
$6B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase