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Senior Business Consultant, VP

Company: Goldman Sachs
Location: Boca Raton
Posted on: March 22, 2020

Job Description:

Provides detailed accounting of all activity in Salesforce with regards to sales progress with prospective firms with anticipated completion dates.Conducts one-on-one meetings with Head of FInLife to provide status and progress updates on the pipeline and sales cycle.Provides weekly reports on pipeline activity and projected outcomes.Manages relationships with prospective partners throughout the sales cycle.Works within the framework of the identified Sales Protocol and implements during the Sales Process.Embraces the training regime provided and commits to executing as designed.Identifies and works with appropriate cross-functional departments to display appropriate tools, resources or technologies allowing the prospective FinLife Partner the opportunity to make an informed decision.Ensures all third party vendors of prospective firms are properly identified and coordinate with Technology Department insuring a seamless transition.Acts as a liason between the sales and internal onboarding team insuring a smooth transition from one process to the other.Joins and participates in any training/conference calls with Partners; and ensures Partners becomes familiar with the process and reporting functionality; attending on-site visits.Self- motivated to keep up to date with new technological and platform developments and present to prospective firms as appropriate.COLLATERAL DUTIESOther duties as directed by management.PHYSICAL REQUIREMENTSAbility to sit at desk for prolonged periods of time.Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine.Ability to read documents, reports, etc.Ability to answer phones and communicate with callers.Occasionally lift and/or move up to 25 lbs.MINIMUM QUALIFICATIONS:Education and Experience:A Bachelors degree in Business, Finance, Accounting and/or Economics or equivalent experience; Master of Business Administration degree and/or financial designation (CFP, CHFC) is preferred; Minimum five years of sales experience and or wholesaling experience in financial services is required. Some experience as a Financial Advisor is preferred.Required Knowledge of:Microsoft Office (Outlook, Word, PowerPoint and Excel) and Google AppsSalesForce or other CRM softwareProject management softwareUnderstanding of the advisory business, managed account platforms, and client offeringsRequired Skills in:Strong demonstrated quantitative and analytical abilitiesSuperior people and communication skills and the ability to communicate effectively with clients and potential clients through dissatisfactionJudgement and problem solving; takes responsibility, demonstrates personal integrity, honesty and is able to deal with confidential information on a daily basisA self-starter with a strong sense of ownership, positive professional attitude and demeanorAbility to exercise good judgment, tact and diplomacy when dealing with clients, other executives and levels of managementExcellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential client issuesSuperior sales skills and the ability to drive sales activity; being able to analyze data, assess progress and design solutions

Keywords: Goldman Sachs, Boca Raton , Senior Business Consultant, VP, Executive , Boca Raton, Florida

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