• CIMD, Internal Wholesaler, Americas Client Business, Retail (Analyst/Associate) - Chicago

    Location(s) US-IL-Chicago
    Job ID
    Schedule Type
    Full Time
    Analyst, Associate
    Investment Management
    Consumer and Investment Management Division
    Business Unit
    ASG- Investment Consulting Grp
    Employment Type

    Are you a dynamic, quick-thinking self-starter with a real passion for the financial markets, exceptional interpersonal skills and interest in a career in sales? We are looking for a professional with strong communication skills who has the ability to thrive in a dynamic environment and successfully increase the sale of GSAM products by connecting with Financial Advisors. The Regional Consultant (internal wholesaler) position is a fast paced, challenging sales role for self-motivated and driven sales professionals.


    Consumer and Investment Management (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.


    Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.


    Regional Consultants sit within our Advisor Solutions Group, which is part of GSAM Americas Client Business (ACB). ACB is responsible for serving clients and driving sales via institutions and financial intermediaries including banks, broker/dealers, independent financial advisors, RIAs, retirement platforms, insurance companies and asset managers.  Within ACB, the Advisor Solutions Group's goal is to be a top provider of wealth management portfolio solutions to our clients. We achieve this through offering world class portfolio management, superior value-added and thought leadership tools, and pre-eminent client service for our advisors and investors.


    As part of the Advisor Solutions Group team, Regional Consultants are dedicated to increasing the sale and awareness of GSAM products through telephone presentations, calling on Financial Advisors and selling mutual funds, separately managed accounts and retirement products.



    • Conduct proactive telephone sales presentations to top tier clients and prospects, highlighting the GSAM products and value proposition
    • 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 plan and sales process
    • Build strong relationships with advisors through telephone interaction (limited travel to client sites)
    • Effectively profile advisors to understand their practice, clients and investment process so that we can better identify and meet their needs, as well as position Goldman Sachs products / services
    • 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 phone skills on a consistent basis
    • Apply detailed-oriented follow-through in all tasks, displaying ability to prioritize and multi-task



    Basic Qualifications: 

    • Bachelor's degree and strong academic background required
    • Minimum of two years' work experience
    • Excellent verbal communication and presentation skills
    • Passion for sales and the financial markets
    • Strong understanding of sales process
    • Exceptional organization and time management skills
    • Ability to leverage technology and apply to commercial environment
    • Series 7 and 63 licensed or obtained within 3 months of joining

    Preferred Qualifications: 

    • Financial services industry and sales experience



    The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

    © The Goldman Sachs Group, Inc., 2020. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.