Chicago
Background
The SMA Advisor Experience Specialist Team will play a pivotal role in growing our SMA franchise. As more and more elite Advisors consolidate with fewer good asset managers, ease of doing business is paramount and our ambition is to be the most convenient asset manager for them to partner with an exceptional advisor experience.
To that end, the SMA Specialists are the go-to resource for Goldman's SMA Personalized Investing suite spanning Direct Indexing, Taxable and Muni FI SMA, FE Active, and Concentrated Stock solutions including Exchange Funds. The team provides rapid response for Advisor, GSAM Sales, and SMA Sales Specialists requests for proposals, transition analysis, portal demos, guidance on sponsor platform capabilities, best practices, and provide ongoing support to deepen advisor relationships.
The key to success in the role is 1. to partner with Goldmans wealth sales team to drive SMA sales by taking a solutions-based approach to proling advisors needs, educating them on how to scale and personalize their practice using SMA solutions and becoming the advisors essential partner and 2. partnering with the SMA Client Service Team to transition the advisor to their post sales experience.
This position will require a deep understanding of nancial markets, investment products, and exceptional client relationship management skills. Specialists are centrally located in Chicago and partner with SMA Business Development Specialists regionally located (e.g. Boston, NYC, Florida, Chicago, Dallas, San Francisco).
Responsibilities
- Client Experience ensure our advisors have an excellent client experience by coordinating across internal teams including sales, portfolio management and clientservice.
- Prospectingresponsibleforworkingwithsalesandadvisorstodevelopcustomizedproposals and transition analyses and providing rapidturnaround
- Advisoreducationandsupportprovideeducation andsupportto advisorswhoarenewerto implementingSMAs
- PostSalesCreatesmoothhandofromtheprospectingandsalesprocess totheSMAClient Service Team for account onboarding and post-saleservice.
- Platformspecicexpertisebethego-toresource toeducateAdvisor andSalesonthe capabilities and nuances of SMA platforms and custodians
- Clientspecicmaterialspartnerwiththemarketing teamtoownanycustomizedmaterials requested by clients and managing all client specic administrativeitems
- Provide rapid response to requests for proposals, transition analysis, portal demos, guidanceon sponsor platform, and best practices. Develop an in-depth understanding of Goldman Sachs SMA oerings (DI, FI, Option overlay, transitionmanagement).
- Advisor follow up to drive deep adoption of SMA strategies in Advisors book ofbusiness
- Be an expert on market trends, competitive landscape, and wealth sponsor platform toprovide informed advice toadvisors
- Feeder team for regionally located Business DevelopmentSpecialists
Skills/Experience
- Minimum 3+ years of relevant nancial services experience and salesexperience
- Bachelor's degree required (MBA, CFA, CIMA, CFP, aplus)
- Series 7 and 66required.
- Good understanding of asset management, wealth advisory markets, andSMA/models.
- Ability to multi-task and work under tight timeconstraints
- Sales acumen and wholesaling experiencepreferred
- Good comprehension of the retail distributionprocess
- Strong written and oral communicationskills
- Ability to adopt and implement new technologiesquickly
- Strong familiarity with computer applications (i.e. Excel, Word, PowerPoint, Access,etc.)
- Excellent listening and prolingskills
- Demonstrate understanding of capital markets across allfacets
- Strong interpersonal, organizational, time management and problem-solving skills andexcellent attention todetail
- Previous experience with Customer Relationship Management (CRM)software
- Proactive client orientation and conscientiousness towards responsetime