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Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Arizona Territory, Vice President
senior · Asset 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 WE’RE 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
- 3–4 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