Goldman Sachs · 22 hours ago
Asset & Wealth Management, Workplace Advisory Solutions, Relationship Management Analyst - Dallas, Texas
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Relationship Management Analyst to support clients and their programs. The role involves collaborating with Corporate Relationship Managers to enhance client engagement and optimize service delivery through various strategic initiatives.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Partner with the 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 the appropriate materials to be used at 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, program timelines, etc
Build strong relationships with internal counterparts and attend client meetings as needed
Maintain institutional opportunities for region and assist with documentation and follow-up from client discussions, both internally and externally
Strategize as needed with 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 our service lines
Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process, update 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
Qualification
Required
Bachelor's Degree required, with major coursework in marketing or other business-related discipline
Ability to work with teams and demonstrates strong interpersonal skills
Excellent proficiency in PowerPoint, Excel and MS Word
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 (will often be working under prospect/client-imposed deadlines)
Ability to effectively prioritize work, multi-task and handle last minute prospect/client requests
Preferred
Minimum of 2-3 years of experience in the marketing, sales and/or financial industry preferred
Experience in Salesforce preferred
Benefits
Valuable and competitive benefits and wellness offerings
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
Company data provided by crunchbase