Bulge Bracket Investment Banks

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**Job Title:** Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Arizona Territory, Vice President – Phoenix, AZ **Key Responsibilities:** - Serve as a Regional Director (External Wholesaler) in Arizona, covering a focused list of firms. - Market Goldman Sachs Asset Management products within the Intermediary channel, including Mutual Funds, ETFs, SMAs, and Private Alternatives. - Build and maintain deep relationships with Financial Advisors, decision-makers, and key personnel. - Collaborate with internal teams to drive business growth and position Goldman Sachs' value proposition. - Develop and execute business plans focused on asset growth, advisor engagement, and expanding GSAM's Arizona presence. **Required Skills & Experience:** - 5+ years of financial services sales experience preferred. - Strong presentation, relationship management, and organizational skills. - Proven ability to work independently and consistently maintain a travel schedule. - Ability to manage administrative responsibilities, including call reports and expense reporting. - Series 7 and 63 required. - Compliance-oriented with strong integrity. - Must live within the Arizona territory or be willing to relocate/commute within the territory. **Preferred Location:** Phoenix or Scottsdale, AZ

Compensation: Not specified
City: Phoenix
Country: United States

Full Job Description

Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Arizona Territory, Vice PresidentPhoenix, AZ, United States

Opportunity Overview

CORPORATE TITLEVice President

OFFICE LOCATION(S)Phoenix

JOB FUNCTIONSales

DIVISIONAsset & Wealth Management

YOUR IMPACT

We are seeking a Regional Director (External Wholesaler) to join our Cross Channel Sales team within US Third Party Wealth covering a focused list of firms throughout the Arizona territory. Our ideal candidate has successful financial sales experience and strong communication skills with the ability to convey complex products and investment views in a concise manner. This role will also require significant collaboration with Internal Partners to accelerate sales of Mutual Funds, ETFs, SMAs, and Private Alternatives.

The candidate is expected to reside within the specified territory.

HOW YOU WILL FULFILL YOUR POTENTIAL

In this external sales role, the Regional Director is responsible for calling on a focused list of firms throughout the Arizona territory. Responsibilities include, but are not limited to:

External sales role calling on a focused list of firms throughout Arizona.
Responsible for marketing Goldman Sachs Asset Management (GSAM) products within the Intermediary channel, including Mutual Funds, ETFs, SMAs, and Private Alternatives.
Develop and maintain deep relationships with Financial Advisors, Branch Managers, Home Office personnel, and key decision makers across Wirehouses, Independent Broker Dealers, Regional Broker Dealers, and RIAs.
Partner closely with Internal Sales, Product Specialists, ETF Specialists, Alternatives Specialists, and Retirement teams to drive business growth.
Position Goldman Sachs value proposition, investment philosophy, process, product differentiation, and competitive advantages through group presentations, public seminars, due diligence meetings, and one-on-one advisor discussions.
Execute effective territory business plans focused on asset growth, advisor engagement, and expanding Goldman Sachs Asset Management's presence throughout Arizona.

QUALIFICATIONS

SKILLS & EXPERIENCE WERE LOOKING FOR

5+ years of financial services sales experience preferred
Strong presentation and relationship management skills
Strong organizational and territory management skills
Self-motivated with a proven ability to work independently
Ability to collaborate with Internal Partners to drive sales across ETFs, Alternatives, Retirement Solutions, and broader GSAM capabilities
Ability to maintain a consistent travel schedule
Ability to effectively manage administrative responsibilities, including call reports and expense reporting
34 days of travel per week throughout the territory
Series 7 and 63 required
Existing relationships with Financial Advisors and key distribution partners across Arizona preferred
Compliance-oriented
Must live within the Arizona territory or be willing to relocate/commute within the territory

Preferred Location: Phoenix or Scottsdale, AZ

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

Full Job Description

Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Arizona Territory, Vice PresidentPhoenix, AZ, United States

Opportunity Overview

CORPORATE TITLEVice President

OFFICE LOCATION(S)Phoenix

JOB FUNCTIONSales

DIVISIONAsset & Wealth Management

YOUR IMPACT

The candidate is expected to reside within the specified territory.

HOW YOU WILL FULFILL YOUR POTENTIAL

In this external sales role, the Regional Director is responsible for calling on a focused list of firms throughout the Arizona territory. Responsibilities include, but are not limited to:

External sales role calling on a focused list of firms throughout Arizona.
Responsible for marketing Goldman Sachs Asset Management (GSAM) products within the Intermediary channel, including Mutual Funds, ETFs, SMAs, and Private Alternatives.
Develop and maintain deep relationships with Financial Advisors, Branch Managers, Home Office personnel, and key decision makers across Wirehouses, Independent Broker Dealers, Regional Broker Dealers, and RIAs.
Partner closely with Internal Sales, Product Specialists, ETF Specialists, Alternatives Specialists, and Retirement teams to drive business growth.
Position Goldman Sachs value proposition, investment philosophy, process, product differentiation, and competitive advantages through group presentations, public seminars, due diligence meetings, and one-on-one advisor discussions.
Execute effective territory business plans focused on asset growth, advisor engagement, and expanding Goldman Sachs Asset Management's presence throughout Arizona.

QUALIFICATIONS

SKILLS & EXPERIENCE WERE LOOKING FOR

5+ years of financial services sales experience preferred
Strong presentation and relationship management skills
Strong organizational and territory management skills
Self-motivated with a proven ability to work independently
Ability to collaborate with Internal Partners to drive sales across ETFs, Alternatives, Retirement Solutions, and broader GSAM capabilities
Ability to maintain a consistent travel schedule
Ability to effectively manage administrative responsibilities, including call reports and expense reporting
34 days of travel per week throughout the territory
Series 7 and 63 required
Existing relationships with Financial Advisors and key distribution partners across Arizona preferred
Compliance-oriented
Must live within the Arizona territory or be willing to relocate/commute within the territory

Preferred Location: Phoenix or Scottsdale, AZ

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

Holiday & Vacation Policies

Financial Wellness & Retirement

Health Services

Fitness

Child Care & Family Care

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Learn More

Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Arizona Territory, Vice President

Full Job Description

HOW YOU WILL FULFILL YOUR POTENTIAL

QUALIFICATIONS

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