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CWM - Goldman Sachs Ayco Personal Financial Management - Regional Insurance Strategist, Vice Pr[...]

Company: Goldman Sachs
Location: Los Angeles
Posted on: April 10, 2021

Job Description:

Sign up for BRIEFINGS, a weekly email about trends shaping markets, industries and the global economy. Sign Up We think who you are makes you better at what you do. Learn more about our firm and culture through a day in the life of our people. Learn more Careers Center CWM - Goldman Sachs Ayco Personal Financial Management - Regional Insurance Strategist, Vice President - Irvine, CA in Los Angeles, California - Careers at 0507 027 A603 1111-Consumer and Investment Management Division-Wealth-WEALTH STRATEGIES GROUP-Wealth Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Welcome page Returning Candidate? Log back in! CWM - Goldman Sachs Ayco Personal Financial Management - Regional Insurance Strategist, Vice President - Irvine, CA Location(s) US-CA-Los Angeles Job ID 2021-69477 Schedule Type Full Time Level Vice President Function(s) General Region Americas Division Consumer and Wealth Management Business Unit WEALTH STRATEGIES GROUP Employment Type Employee MORE ABOUT THIS JOB Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. AYCO Ayco, a Goldman Sachs Company partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. RESPONSIBILITIES AND QUALIFICATIONS JOB SUMMARY & RESPONSIBILITIES YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. OUR IMPACT-- Ayco, a Goldman Sachs Company partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. HOW YOU WILL FULFILL YOUR POTENTIAL

  • Work closely with Ayco account managers and their teams to support existing Ayco client relationships including wealth strategies services, research and ongoing analysis and monitoring.
  • Educate account managers and financial planners on insurance planning strategies. Partner with Wealth Strategist and Annuity Marketing teams on internal presentations regarding wealth transfer, income protection strategies and product updates.
  • Develop and cultivate existing client relationships to uncover WSG-related opportunities. Compliment regional Wealth Strategist and/or Annuity Marketing teams with pursuing marketing efforts. Formulate and implement wealth strategies plans for clients to utilize based on clients' needs.
  • Partner with account manager and clients to identify and discuss key objectives surrounding insurance planning and risk management.
  • Responsible for meeting revenue goals set for specific regions that contribute to the overall departmental goals
  • Enhance the client experience through exemplary client service standards
  • Demonstrate strong leadership skills, acting as a role model for other associates. Partner with senior management on key initiatives and the growth and development of other Ayco Associates. WHERE WILL YOU MAKE AN IMPACT

    Our Ayco business spans the country, with the following locations in the United States: Atlanta (GA), Boston (MA), Canonsburg (PA), Chicago (IL), Cincinnati (OH), Cohoes (NY), Dallas (TX), Deerfield (IL), Irvine (CA), Houston (TX), Latham (NY), Los Angeles (CA), Minneapolis (MN), New York (NY), Parsippany (NJ), Philadelphia (PA), San Francisco (CA), Saratoga Springs (NY), Seattle (WA), Troy (MI), Washington, D.C. (DC) and West Palm Beach (FL). QUALIFICATIONS SKILLS & EXPERIENCE WE'RE LOOKING FOR
    • Bachelor's degree required
    • Advanced degree or designation preferred
    • Series 7 or Series 6 required
    • Life and health insurance license required
    • Three years' experience in life insurance and annuity products is required
    • Demonstrated excellent verbal and written communication and presentation skills.
    • Direct client facing experience and demonstrated ability to build and foster strong network of relationships.
    • Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment
    • Demonstrated ability to multi-task in a fast-paced environment.
    • Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)
    • Personal commitment to accuracy, attention to detail and meeting tight deadlines
    • Experience in financial services or human resources-- ABOUT GOLDMAN SACHS CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)
      The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. ABOUT GOLDMAN SACHS

      At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

      We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at-- GS.com/careers .

      We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https:// www.goldmansachs.com/careers/footer/disability-statement.html

      -- The Goldman Sachs Group, Inc., 2021. All rights reserved.
      Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Options Apply Apply Email a Friend Email a Friend

Keywords: Goldman Sachs, Los Angeles , CWM - Goldman Sachs Ayco Personal Financial Management - Regional Insurance Strategist, Vice Pr[...], Accounting, Auditing , Los Angeles, California

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