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**Job Title:** Asset & Wealth Management Associate, External Product Specialist **Key Responsibilities:** - Manages life insurance and annuity plans using homegrown tools and Salesforce. - Generates actionable insights for strategic decision-making. - Supports annuity and life insurance transactions approval. - Collaborates with insurance strategists, advisors, and underwriting teams. - Enhances product and strategy portfolios based on market changes and trends. - Partakes in change management and mentors junior teammates. **Required Skills & Experience:** - Bachelor's degree in Finance, Business, or related field. - Two years of relevant experience, including: - Excel data analysis using formulas, charts, and filtering. - Multiple asset classes: fixed income, private/public equity, hedge funds, currencies. - Complex analysis presentations to senior management and clients. - Communicating complex reporting in simple terms to internal/external clients.
- Compensation
- $91,000 – $113,000 USD
- City
- Deerfield
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Duties: Associate, External Product Specialist with Goldman Sachs Wealth Services, L.P in Deerfield, Illinois. Assist clients in managing and operating their individual life insurance and annuity plans, utilizing homegrown tools as well as Firelight, Salesforce, and Ayco Application Request System to analyze data and generate actionable insights for strategic decision-making, including creating client applications, and developing reports. Responsible for annuity and life insurance transactions approval and paperwork check, including federal withholdings, states withholdings tax status, and product availability. Work with assigned Insurance Strategist, advisors, and their teams to review Walletshare reports to review for business opportunities. Provide expertise and answer client questions related to annuity and life application processes, product features and Firelight. Coordinate with Underwriting and Implementation Teams to implement planning including the drafting, review, and execution of trusts for trust-owned policies. Partner with Product Analysis Team to enhance product and strategy portfolios based on changes in the product landscape, market conditions, or applicable tax law. Identify control gaps and inefficiencies and participate in change management process for system enhancements. Mentor and train junior teammates, by leveraging subject matter expertise and providing constructive feedback.
Job Requirements: Bachelors degree (U.S. or foreign equivalent) in Finance, Business, Project Management, Business Administration, or related field and two (2) years of experience in the job offered or in a related role. Prior employment must include two (2) years of experience with: working with Excel to analyze voluminous data to create reports and perform analysis using Excel formulas, charts, filtering, and data validation; multiple asset classes, including fixed income, private and public equity, hedge funds, and currencies to conduct financial funding analysis for transfers of client assets; presenting complex analysis in easy-to-understand terms to senior management and internal and external clients; and communicating complex reporting situations through laymens terms to external and internal clients.
Salary Range: Annual base salary for this Deerfield, Illinois -based position is $91,000 - $113,000. May be eligible for a bonus at fiscal year-end. See benefits summary here: https://www.goldmansachs.com/careers/discover/benefits-summary-US.pdf
The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.
