Asset & Wealth Management, Goldman Sachs Ayco, Wealth Strategies Group, Insurance Product, Analyst, Albany, NY
$55,000–$75,000 year
On-site · Albany, New York, United States
Job Summary
Insurance Product Analyst role focused on designing and implementing wealth protection and wealth transfer strategies for high net-worth clients. Responsibilities include understanding estate, trust, and retirement planning concepts; partnering with marketing to determine product selection; serving as an internal resource to account management; developing customized Excel spreadsheets to illustrate financial concepts; coordinating with various teams to facilitate tasks and projects; using internal systems to monitor product changes and provide client-facing presentations.
Required Qualifications
- Bachelor’s degree required
- Proficiency in Microsoft Excel
- Strong analytical and problem-solving skills
- Client-focused approach
- Ability to work independently
- Team oriented
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