Analyst

About the Role

Goldman Sachs Ayco’s Corporate Relationship Management team is focused on ensuring clients and partners receive the best service through strategic guidance, dedication to quality, and commitment to improving the financial health of employees.

Key Responsibilities

• Partner with Corporate Relationship Managers (RMs) to support clients and their programs, identify methods or solutions that optimize client engagement, and uncover efficiencies, tools, and resources to improve client experience.
• Analyze existing corporate accounts to identify expansion opportunities and position Ayco services in advance of regular meetings.
• Work with RMs to determine and develop appropriate materials for client meetings.
• Collaborate with RMs to develop materials requested by clients, including agendas, presentations, program utilization reports, program communications, proposals, program reviews, roll-out materials, and program timelines.
• Build strong relationships with internal counterparts and attend client meetings as needed.
• Maintain institutional opportunities for the region and assist with documentation and follow-up from client discussions, both internally and externally.
• Strategize with the Marketing team on marketing material creation.
• Assist RMs in project management efforts for large corporate implementations and roll-outs.
• Update weekly and monthly regional opportunity/activity reports and prepare/deliver utilization, outcomes, and other reports for service lines.
• Facilitate responses to Request for Proposals (RFPs) as needed, in line with the RFP process, and update the RFP database.
• Attend onsite engagement sessions at corporate accounts, including benefit fairs, program kick-offs, and ongoing relationship engagement.
• Develop financial education content, as applicable.

Requirements & Tech Stack

• Excellent proficiency in PowerPoint, Excel, and MS Word.
• Salesforce experience preferred.

Qualifications

• Bachelor’s Degree required, with major coursework in marketing or other business-related discipline.
• Minimum of 2-3 years of experience in the marketing, sales, and/or financial industry preferred.
• Ability to work with teams and demonstrates strong interpersonal skills.
• Project management skills and strong independent decision-making skills.
• Presentation and communication skills.
• Positive attitude and ability to work in a fast-paced environment.
• Strong attention to detail and ability to consistently meet Ayco’s high work quality standards.
• Organizational skills and ability to act with a sense of urgency.
• Ability to effectively prioritize work, multi-task, and handle last-minute prospect/client requests.