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Asset & Wealth Management, Client Solutions Group, Retirement Solutions Sales Support, Associate - Dallas

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 14 days ago

No clicks

**Retirement Solutions Sales Support Associate - Dallas** - **Role Overview:** Support business development and client engagement with large 401(k) plan sponsors. - **Key Responsibilities:** Originate new relationships, advance existing client opportunities, manage external communications, deliver thought leadership, and support pipeline management and CRM maintenance. - **Required Skills:** Bachelor’s degree, 3+ years in asset management, institutional sales, retirement services, or related financial services. Strong interest in defined contribution plans, excellent communication and organizational skills, ability to manage multiple priorities in a fast-paced environment. SIE, Series 7, and Series 63 licenses required or obtainable within 90 days. - **Technology & Tools:** Salesforce (CRM), PowerPoint, Excel, Word, Microsoft Office Suite. - **Domain:** Retirement Solutions, Asset & Wealth Management. - **Seniority Level:** Associate.

Compensation
Not specified USD

Currency: $ (USD)

City
Dallas
Country
United States

Full Job Description

Asset & Wealth Management, Client Solutions Group, Retirement Solutions Sales Support, Associate - DallasDallas, TX, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
JOB FUNCTIONSales Support
DIVISIONAsset & Wealth Management

Goldman Sachs Asset Management

A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

 

OUR IMPACT

GSAM is one of the worlds 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 todays dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the worlds leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.

This role resides within the Retirement Solutions Defined Contribution (DC) business, supporting business development and client advisory efforts focused on large corporate DC plan sponsors. The Associate partners with senior stakeholders and product teams to advance relationships with retirement plan decision-makers and position investment strategies for inclusion in 401(k) investment menus.

The role emphasizes disciplined prospecting, relationship development, and opportunity pipeline management, while delivering differentiated DC investment insights across public and private markets

 

YOUR IMPACT

We are seeking an Associate to support business development and client engagement with large defined contribution plan sponsors. The Associate will focus on originating and advancing relationships with corporate retirement decision-makers, partnering closely with senior coverage professionals to pursue new and existing client opportunities.

This role requires a proactive, detail-oriented professional who is passionate about retirement investing and participant outcomes, and capable of supporting both strategic dialogue and day-to-day execution across multiple client relationships.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Associates support senior coverage professionals in originating new relationships and expanding existing DC plan sponsor engagements:
  • Develop and cultivate relationships with large corporate DC plan sponsors; support positioning of investment strategies for potential inclusion in 401(k) investment menus
  • Originate new plan sponsor relationships through proactive outreach to investment committee stakeholders, including HR and Treasury
  • Own external communications, meeting coordination, preparation of tailored discussion materials, and post-meeting follow-up
  • Deliver and support thought leadership on DC investment menu construction, private markets integration, retirement income solutions, and participant behavior trends
  • Support coverage and pipeline management by identifying key decision-makers, setting outreach priorities, and tracking next steps
  • Maintain accurate CRM records, including meeting logs, contact updates, and opportunity pipeline reporting
  • Identify and evaluate competitive replacement opportunities through analysis of plan lineups, manager positioning, and performance trends
  • Collaborate closely with internal coverage, product, and investment teams to support client engagement and product positioning

 

SKILLS & EXPERIENCE WERE LOOKING FOR

  • Bachelors degree required
  • Mimimum 3 years of experience in asset management, institutional sales, retirement services, or related financial services preferred
  • Strong interest in defined contribution plans and retirement investing
  • Excellent communication, organizational, and relationship management skills
  • Highly organized with strong attention to detail and follow-through
  • Ability to manage multiple priorities in a fast-paced, team-oriented environment
  • Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required, or ability to obtain within 90 days of joining
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

Asset & Wealth Management, Client Solutions Group, Retirement Solutions Sales Support, Associate - Dallas

Compensation

Not specified USD

City: Dallas

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

14 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Retirement Solutions Sales Support Associate - Dallas** - **Role Overview:** Support business development and client engagement with large 401(k) plan sponsors. - **Key Responsibilities:** Originate new relationships, advance existing client opportunities, manage external communications, deliver thought leadership, and support pipeline management and CRM maintenance. - **Required Skills:** Bachelor’s degree, 3+ years in asset management, institutional sales, retirement services, or related financial services. Strong interest in defined contribution plans, excellent communication and organizational skills, ability to manage multiple priorities in a fast-paced environment. SIE, Series 7, and Series 63 licenses required or obtainable within 90 days. - **Technology & Tools:** Salesforce (CRM), PowerPoint, Excel, Word, Microsoft Office Suite. - **Domain:** Retirement Solutions, Asset & Wealth Management. - **Seniority Level:** Associate.

Full Job Description

Asset & Wealth Management, Client Solutions Group, Retirement Solutions Sales Support, Associate - DallasDallas, TX, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
JOB FUNCTIONSales Support
DIVISIONAsset & Wealth Management

Goldman Sachs Asset Management

A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

 

OUR IMPACT

GSAM is one of the worlds 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 todays dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the worlds leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.

This role resides within the Retirement Solutions Defined Contribution (DC) business, supporting business development and client advisory efforts focused on large corporate DC plan sponsors. The Associate partners with senior stakeholders and product teams to advance relationships with retirement plan decision-makers and position investment strategies for inclusion in 401(k) investment menus.

The role emphasizes disciplined prospecting, relationship development, and opportunity pipeline management, while delivering differentiated DC investment insights across public and private markets

 

YOUR IMPACT

We are seeking an Associate to support business development and client engagement with large defined contribution plan sponsors. The Associate will focus on originating and advancing relationships with corporate retirement decision-makers, partnering closely with senior coverage professionals to pursue new and existing client opportunities.

This role requires a proactive, detail-oriented professional who is passionate about retirement investing and participant outcomes, and capable of supporting both strategic dialogue and day-to-day execution across multiple client relationships.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Associates support senior coverage professionals in originating new relationships and expanding existing DC plan sponsor engagements:
  • Develop and cultivate relationships with large corporate DC plan sponsors; support positioning of investment strategies for potential inclusion in 401(k) investment menus
  • Originate new plan sponsor relationships through proactive outreach to investment committee stakeholders, including HR and Treasury
  • Own external communications, meeting coordination, preparation of tailored discussion materials, and post-meeting follow-up
  • Deliver and support thought leadership on DC investment menu construction, private markets integration, retirement income solutions, and participant behavior trends
  • Support coverage and pipeline management by identifying key decision-makers, setting outreach priorities, and tracking next steps
  • Maintain accurate CRM records, including meeting logs, contact updates, and opportunity pipeline reporting
  • Identify and evaluate competitive replacement opportunities through analysis of plan lineups, manager positioning, and performance trends
  • Collaborate closely with internal coverage, product, and investment teams to support client engagement and product positioning

 

SKILLS & EXPERIENCE WERE LOOKING FOR

  • Bachelors degree required
  • Mimimum 3 years of experience in asset management, institutional sales, retirement services, or related financial services preferred
  • Strong interest in defined contribution plans and retirement investing
  • Excellent communication, organizational, and relationship management skills
  • Highly organized with strong attention to detail and follow-through
  • Ability to manage multiple priorities in a fast-paced, team-oriented environment
  • Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required, or ability to obtain within 90 days of joining
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More