Relationship Manager - Analyst

TL;DR

Relationship Manager - Analyst (Wealth Management): Partner with Corporate Relationship Managers to support client programs, identify expansion opportunities, and optimize engagement with an accent on client experience and financial planning services. Focus on analyzing accounts, developing materials, managing follow-ups, and facilitating onsite engagements.

Location: Chicago, Illinois, United States (office-based)

Salary: USD 60,000 - 115,000

Company

GS Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs leveraging hirify.global resources.

What you will do

• Partner with Relationship Managers to support clients, optimize engagement, and uncover efficiencies
• Analyze corporate accounts for expansion opportunities and position services ahead of meetings
• Develop materials for client meetings including agendas, presentations, reports, and proposals
• Build relationships with external counterparts, attend meetings, and handle follow-ups
• Assist in project management for corporate implementations and rollouts
• Update reports, facilitate RFP responses, and attend onsite engagement sessions

Requirements

• Bachelor’s Degree required
• Minimum 2-3 years experience in marketing, sales, or financial industry preferred
• Strong interpersonal, presentation, and communication skills
• Excellent proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience in Salesforce preferred
• Project management skills, attention to detail, and ability to multitask in fast-paced environment

Culture & Benefits

• Competitive benefits including health insurance, wellness offerings, and professional development
• Firmwide networks, training opportunities, and mindfulness programs
• Commitment to diversity, inclusion, and employee financial wellness
• Best-in-class benefits for full-time and part-time US employees working 20+ hours/week