Global Markets, RIA Custody, Business Consultant, VP
New York, NY, USA | Goldman Sachs
Job Description:51 people have viewed this job
Be the subject matter expert for Goldman Sachs prospects, clients, Sales and Relationship Management teams, as well as other internal and external business partners.
Represent Goldman Sachs at client & industry events delivering industry insights through 1:1 conversations and speaking engagements
Collaborate with our business development and relationship management teams to help RIAs grow their business, increase operating leverage and elevate the client experience through strategic consulting
Develop core practice management thought leadership and programs
Be a constant student of the business and stay plugged into current and future technology and practice management trends for RIAs.
Qualifications & Experience
7+ years within the financial services industry with exposure to operations and technology in RIA firms, broker-dealers and/or related businesses.
Ability to adapt and thrive in a fast-paced environment, executing on multiple priorities, meeting deadlines and consistently delivering exceptional results.
Strong consulting skills with the ability to listen, assess issues, analyze options, solve problems, and design “win/win” solutions.
Outstanding interpersonal skills for building and maintaining close working relationships with clients, internal partners and stakeholders, and third-party vendors.
An excellent communicator who can translate complex ideas into simple yet specific and actionable plans
Bachelor’s degree in business or related degree preferred.
Consulting experience preferred
CFP or other industry designation a plus
Series 7 & 63
Travel between 30-50%
Military education or experience may be considered in lieu of civilian requirements listed
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