Asset & Wealth Management, GS Ayco, Workplace Advisory Services Relationship Manager - Atlanta, GA - Goldman Sachs

Goldman Sachs Atlanta, United States

2 weeks ago

Description

Y
OUR 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? Goldman Sachs 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

Goldman Sachs Ayco (Ayco) 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

RESPONSIBILITIES

Partner with the Corporate Relationship Managers (RMs) to support clients and their programs, identify methods or solutions that optimize client engagement, and uncover efficiencies, tools and resources to improve client experience
Analyze existing corporate accounts to identify expansion opportunities and position Ayco services in advance of regular meetings
Work with RMs to determine and develop the appropriate materials to be used at client meetings
Collaborate with RMs to develop materials requested by clients including agendas, presentations, program utilization reports, program communications, proposals, program reviews, roll out materials, program timelines, etc.
Build strong relationships with internal counterparts and attend client meetings as needed
Maintain institutional opportunities for region and assist with documentation and follow-up from client discussions, both internally and externally
Strategize as needed with Marketing team on marketing material creation
Assist RMs in project management efforts for large corporate implementations and roll outs
Update weekly and monthly regional opportunity/activity reports and prepare/deliver utilization, outcomes and other reports for our service lines
Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process, update RFP database
Attend onsite engagement sessions at corporate accounts, including benefit fairs, program kick-offs and ongoing relationship engagement
Develop financial education content, as applicable

SKILLS & EXPERIENCE WE'RE LOOKING FOR

QUALIFICATIONS

Bachelor's Degree required, with major coursework in marketing or other business-related discipline
Minimum of 2-3 years of experience in the marketing, sales and/or financial industry preferred
Ability to work with teams and demonstrates strong interpersonal skills
Excellent proficiency in PowerPoint, Excel and MS Word
Experience in Salesforce preferred
Project management skills and strong independent decision-making skills
Presentation and communication skills
Positive attitude and ability to work in a fast-paced environment
Strong attention to detail and ability to consistently meet Ayco's high work quality standards
Organizational skills and ability to act with a sense of urgency (will often be working under prospect/client-imposed deadlines)
Ability to effectively prioritize work, multi-task and handle last minute prospect/client requests

Relationship Manager

3 days ago

MidFirst Bank Atlanta, United States

The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will actively pursue business developme ...
Commercial Relationship Manager

2 weeks ago

Regions Bank Atlanta, United States Full time

Description · : At Regions, the Commercial Relationship Manager focuses on delivery of credit and a broad range of product / service client solutions within a dedicated geographic Area. Commercial Relationship Managers target general-industry clients with annual revenues between ...
Academic Relationship Manager

2 weeks ago

CRH Atlanta, United States

CRH is a leading global diversified building materials group, employing over 75,800 people at more than 3,160 locations in 29 countries. CRH is the leading building materials company in North America and the world. We manufacture and distribute a diverse range of superior buildin ...
Commercial Relationship Manager

1 week ago

Georgia's Own Credit Union Atlanta, United States Full time

If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today. · A Commercial Lender identifies potential new business opportunities to increase th ...
CRE Relationship Manager

1 week ago

MRI Spokane Atlanta, United States

Job Details · Description · The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will acti ...
Client Relationship Management

12 hours ago

Willis Towers Watson Atlanta, United States

Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Br ...
Business Relationship Manager

4 days ago

Novelis North America HQ Atlanta, United States

Position Overview: · Company Overview · Novelis is one of the world leaders in aluminum recycling and rolling and a leading sustainable aluminum solutions provider. Driven by our purpose of shaping a sustainable world together, we work alongside our customers to provide innovat ...
Commercial Relationship Manager

1 week ago

Regions Bank Atlanta, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
Partner Relationship Manager

2 weeks ago

Aston Carter Atlanta, United States

Partner Relationship Manager paying $40-42/hour · Permanently remote but must work EST hours · Description · Will work on different programs and program initiatives · Setting up new tooling · Workflow mapping with partner mgmt teams · A lot of work on how to improve partner ...
Volunteer Relationship Manager

18 hours ago

Atlanta Union Mission Atlanta, United States

Job Details · Job Location · Mission Support Center - Atlanta, GA · Position Type · Full Time · Salary Range · $41, $52,417.00 Salary/year · Job Shift · Day · Job Category · Nonprofit - Social Services · Description · Do you feel called to serve in a Christian Ministry? ...
Associate, Relationship Manager

2 weeks ago

BlackRock, Inc. Atlanta, United States

· About this role · About BlackRock · BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most ...
Partner Relationship Manager

2 weeks ago

Aston Carter Atlanta, United States

Partner Relationship Manager paying $40-42/hour · Permanently remote but must work EST hours · Description: · Will work on different programs and program initiatives · Setting up new tooling · Workflow mapping with partner mgmt teams · A lot of work on how to improve partner team ...
Customer Relationship Manager

4 days ago

Zurich NA Atlanta, United States

Customer Relationship Manager - Employee Benefit Solutions · 113606 · We have an exciting opportunity for a Customer Relationship Manager (CRM) to join our Zurich Global Employee Benefits Solutions (ZGEBS) team. This role will build and maintain relationships with multinational c ...
Business Relationship Manager

1 day ago

Novelis Atlanta, United States

Position Overview · Business Relationship Manager · Novelis is one of the world leaders in aluminum recycling and rolling and a leading sustainable aluminum solutions provider. Driven by our purpose of "shaping a sustainable world together," we work alongside our customers to pr ...
Commercial Relationship Manager

4 days ago

Georgia's Own Credit Union Atlanta, United States

If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today. · A Commercial Lender identifies potential new business opportunities to increase th ...
Information Technology Business Relationship Manager

18 hours ago

Agile Resources Inc Atlanta, United States

Our industry-leading client is looking for a Business Relationship Manager to join their Information Technology team as a part of their PMO This role is remote, and candidates who are local to the Atlanta area are preferred. · Responsibilities: · Engage with stakeholders to und ...
Small Business Relationship Manager

1 week ago

Regions Bank Atlanta, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
Credit Union Relationship Manager

2 weeks ago

Member Business Financial Services Atlanta, United States

Job Description · Job DescriptionAre you a self-motivated individual with strong people skills and a desire to work with local businesses who are dedicated to meeting the needs of their communities? Member Business Financial Services LLC (MBFS) is looking for experienced commerci ...
Small Business Relationship Manager

1 week ago

Regions Bank Atlanta, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
Outside Sales Relationship Manager

3 weeks ago

Heartland Atlanta, United States

Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you ...