Sell Goldman Sachs Aycos corporate-sponsored financial planning services to Fortune 1000, Forbes 250, and high-growth organizations. Build C-suite relationships, drive regional pipeline and revenue, design and lead regional marketing and proposals, negotiate contracts, coordinate cross-functional teams, mentor junior staff, and represent OneGS firmwide to generate referrals and implement workplace financial planning programs.

Support Private Wealth Management compliance by monitoring surveillances, assessing product and transaction suitability, reviewing marketing materials, advising business partners on regulations and policies, and participating in US and global compliance projects and initiatives.

Lead regional growth and maintenance of corporate relationships for Goldman Sachs Ayco workplace financial planning programs. Cultivate senior HR partnerships, identify revenue opportunities, increase employee utilization of services, design tailored offerings, set success metrics, analyze outcomes, manage escalations, and coordinate internal resources to enhance client relationships.