Goldman Sachs · 4 months ago
Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice President - (New York, New Jersey, Pennsylvania)
New York, New York, United States
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expGoldman Sachs Asset & Wealth Management is a leading asset manager seeking a strategic Vice President to serve as the Northeast Executive Field Director. This leadership role involves managing a team of Regional Directors and driving the distribution of various investment products to financial advisors in New York, New Jersey, and Pennsylvania.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Drive the execution of the US TPW Business Strategy, aligning team activities to achieve key performance indicators (KPIs) and organizational goals
Collaborate closely with the US TPW leadership team to develop and implement tactical and strategic growth initiatives
Co-lead Alternative Investment, ETF, and SMA Sales Specialists, optimizing sales coverage strategy and partnership coordination to maximize activity and achieve targets
Recruit, onboard, train, and provide ongoing coaching and professional development for the Regional Directors and Specialists
Conduct weekly 1-on-1 calls with team members, focusing on growth areas, time allocation, accountability, and results
Facilitate bi-weekly team calls and conduct three annual business planning sessions to ensure strategic alignment and execution
Conduct regular territory visits (4-6 per year) with each Regional Director and Specialist to provide in-field coaching and support
Educate and develop the team to enhance product pitches, firm capabilities representation, and effective utilization of technology and tools
Consistently communicate top-down strategy, gauge team morale, and gather feedback for continuous improvement
Conduct annual performance reviews, setting clear objectives and development plans
Partner with the Internal Sales Desk management team to drive commercial partnership and coordination between internal and external sales teams, including coaching and career-pathing for Internal Sales Representatives
Develop and commercialize relationships with key senior client relationships and Centers of Influence (COIs) across broker-dealers and custodians
Establish, nurture, and grow relationships with focus firm field leaders to expand access and ensure GSAM's inclusion in client campaigns where organizational synergies exist
Model best practices in client meetings (profiling, product presentations, GS capabilities) and coach Regional Directors and Specialists on in-meeting execution and territory coverage strategy
Serve as a GSAM home office ambassador, promoting the firm's broad capabilities and assisting in client issue resolution
Organize, facilitate, and participate in GSAM Roadshows and other broad-scale outreach activities
Attend focus firm Regional and National Conferences to engage with clients/prospects, facilitate client meetings with GSAM senior leaders, and host GSAM sessions/dinners
Partner with Goldman Sachs Asset Management (GSAM) RIA Relationship Managers to ensure coordinated and productive client coverage and partnership across the RIA prospect and client base
Lead Focus Firm partnerships and initiatives with National Accounts, continuously evaluating firm focus, flows, trends, and data availability to initiate firm-specific campaigns
Introduce, train, and coach the team on best practices for leveraging technology and sales tools
Manage administrative processes, including sales reports, call reports, and travel & entertainment (T&E) budgets
Ensure strict compliance and risk management for the team, adhering to all regulatory requirements and firm policies
Lead problem resolution for client issues and operational challenges
Qualification
Required
8+ years of progressive experience in the Asset Management industry
Proven track record of successfully developing and managing a team of sales professionals within a solutions-based sales process
Demonstrated experience in distributing a broad range of investment products, including mutual funds, ETFs, SMAs, and alternative investments
Strong leadership, interpersonal, and presentation skills, with the ability to inspire and motivate a high-performing sales team
Exceptional communication skills, capable of engaging effectively with all levels of internal and external stakeholders
Highly results-oriented, self-starter with the ability to manage multiple initiatives concurrently across various disciplines (sales, coaching, professional development)
Strong understanding of compliance and risk management principles within financial services
Collaborative team player with a strategic mindset
NASD Series 7, 63, and 24 registrations are required
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
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