Asset & Wealth Management, Wealth Strategist Group, Insurance Strategist, Associate NY

Asset & Wealth Management, Wealth Strategist Group, Insurance Strategist, Associate - New York, NY

New York, New York, United States

YOUR IMPACT

Are you an accomplished and forward-thinking professional eager to leverage your deep understanding of client needs and complex financial strategies in a broader wealth management context? At Goldman Sachs Ayco, we empower high-net-worth individuals, executives, and entrepreneurs to navigate their intricate financial landscapes with confidence.

We are seeking dynamic individuals who possess a keen analytical mind, a passion for holistic financial planning, and a proven ability to build enduring client relationships.

If you thrive in a fast-paced, intellectually stimulating environment where meticulous attention to detail, exceptional communication, and unparalleled client service are paramount to driving business success and transforming financial futures, we invite you to make your mark with us.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 customers to better spend, borrow, invest, and save.

Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Goldman Sachs 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 subject matter experts help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including insurance planning.

Wealth Strategies (WSG)

Goldman Sachs Ayco’s Wealth Strategies group provides risk management solutions in support of advisors and clients across all segments of Goldman’s Wealth Management business. We are on a journey to transform, modernize and scale the business, which currently generates over $1.4B of Life, Annuity and Long‑Term care new business premiums on an annual basis. Our planning focused practice currently has 56 team members operating in 7 wealth management offices across the county

HOW YOU WILL FULFILL YOUR POTENTIAL

• Strategic Client Partnership:Collaborate closely with Wealth Advisors and their teams to provide sophisticated support for existing client relationships, encompassing comprehensive wealth strategies services, in-depth research, and continuous analysis and monitoring to optimize financial outcomes.
• Expert Education &
  
  Collaboration:
  
  Serve as a subject matter expert, educating account managers and financial planners on advanced insurance planning strategies. Partner strategically with Wealth Strategist and Annuity Marketing teams to develop and deliver impactful internal presentations on critical topics such as wealth transfer, income protection strategies, and product innovations.
• Relationship Cultivation & Opportunity Generation:Proactively develop and cultivate existing client relationships to identify and capitalize on new Wealth Strategies Group (WSG)-related opportunities. Seamlessly complement regional Wealth Strategist and/or Annuity Marketing teams by actively pursuing and amplifying marketing efforts. Design, formulate, and implement bespoke wealth strategy plans tailored precisely to clients' unique needs and objectives.
• Risk Management & Planning:Engage directly with account managers and clients to collaboratively identify, articulate, and address key objectives…