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CWM – Goldman Sachs Ayco Personal Financial Management – Corporate Relationship Management, Relationship Manager, Vice President – Irvine, CA

goldmansachs Goldman Sachs

Like most financial institutions, Goldman Sachs specializes in several key areas, including mergers and acquisitions, investment research, securities and risk management, and technological innovation.

JOB SUMMARY & RESPONSIBILITIES

YOUR IMPACT

Are you motivated to help grow institutional relationships within a firm dedicated to holistic financial counseling? Do you believe in the impact that a corporate-sponsored financial planning benefit can have on financial wellness? Ayco’s Corporate Relationship Management team is focused on ensuring our clients and partners receive the best service our firm has to offer through our strategic guidance, dedication to quality and commitment to improving the financial health of employees across the country.

OUR IMPACT

Ayco Personal Financial Management 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

  • Lead the strategic growth of our current client base by managing a defined number of corporate relationships
  • Create and maximize revenue opportunities within current corporate relationships
  • Help design and implement services by aligning product offerings with corporate account needs
  • Regularly discuss upcoming product and service enhancements with corporate contacts
  • Lead and conduct regular in-person and virtual meetings with corporate contacts; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties
  • Attend finalist presentations and business development meetings when appropriate
  • Work with corporate client stakeholders to define success metrics and determine engagement strategies
  • Discuss current utilization and outcomes metrics; analyze progress against pre-defined success factors
  • Work with the institutional client sales team on growth opportunities
  • Coordinate regular internal communications and update the core service team on benefit changes, organizational changes, new revenue opportunities and contract renewal discussions
  • Influence Ayco’s service model and product design by soliciting and gathering feedback from corporate clients
  • Serve as the escalation point for corporate contacts on any servicing issues and as the internal escalation point on any concerns regarding the relationship

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s degree required
  • 3+ years leadership experience required
  • 5+ years of experience with employee benefits, compensation, marketing and/or relationship management is required
  • Strong interpersonal skills; written and oral presentation skills required
  • Experience in the financial services industry preferred
  • Experience working with Human Resource benefit and compensation professionals preferred
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Frequent travel required

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CWM – Goldman Sachs Ayco Personal Financial Management – Corporate Relationship Management, Relationship Manager, Vice President – Irvine, CA

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Contact us

Goldman Sachs

Like most financial institutions, Goldman Sachs specializes in several key areas, including mergers and acquisitions, investment research, securities and risk management, and technological innovation.

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