Goldman Sachs · 23 hours ago
Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, IL
Full-time
Hybrid
Entry Level
2+ years expGoldman Sachs Asset & Wealth Management is a leading asset manager that helps clients realize their potential. The Regional Consultant role involves driving client engagement and positioning investment products with financial advisors, while building relationships and expanding the firm's investment management presence.
FinanceBankingVenture CapitalFinancial Services
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
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
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
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 CompanyTotal Funding
$8.5B2026-01-26Post Ipo Debt· $2.5B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
Leadership Team
David M. Solomon
Chairman & Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-02-12
Company data provided by crunchbase