Asset & Wealth Management - Financial Planner Training and Development, Associate

YOUR IMPACT

As a vital member of our Training and Development team, you will play a pivotal role in shaping the expertise and professional growth of Ayco's financial professionals. You will be at the forefront of designing, developing, and delivering cutting-edge training solutions that empower our advisors and planners to excel, ensuring they are equipped with the knowledge and skills to provide unparalleled service to our clients. This is an opportunity to directly impact firm-wide capabilities and foster a culture of continuous learning and excellence.

We are seeking a highly motivated, innovative, and skilled professional who is passionate about learning and development within the financial services industry. The ideal candidate will possess a unique blend of analytical rigor, creative thinking, and exceptional communication skills, ready to contribute significantly to our firm's educational mission.

OUR IMPACT 

At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design. 

 Goldman Sachs Ayco (Ayco): 

Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Lead Learning & Development Initiatives: Take primary responsibility for the end-to-end development and dynamic delivery of Ayco’s comprehensive training curriculum across the firm. This includes independently leading sessions or collaborating with senior advisors and Subject Matter Experts (SMEs) to train new and existing planners and advisors across all financial planning pillars.
• Innovate Training Methodologies: Design and implement highly engaging and impactful training experiences utilizing a diverse array of interactive teaching methods, such as real-world case studies, collaborative group discussions, practical simulations, and advanced technology tools, to maximize learning retention and application.
• Strategic Curriculum Design & Content Creation: Drive the design and continuous enhancement of our training programs. This involves meticulously creating, curating, and regularly reviewing high-quality training materials, comprehensive case studies, practical job aids, and essential reference guides that significantly aid in the learning process.
• Provide Technical Guidance & Support: Serve as a key technical resource, offering expert guidance and support to associates as needed, fostering a knowledgeable and capable workforce.
• Collaborative Team Integration: Work seamlessly within a collaborative team environment, partnering closely with Content Specialists, Project Managers, and other stakeholders to achieve shared objectives and elevate training outcomes.
• Strategic Team Contribution: Actively support the broader Training and Development team by contributing to various strategic initiatives and projects as requested, driving departmental innovation and growth.
• Uphold Operational Excellence: Consistently understand and rigorously adhere to all firm policies and procedures, including those pertaining to quality assurance, client service, information security, and compliance, ensuring the highest standards in all training activities.

WHAT WE ARE LOOKING FOR

• Financial Planning Foundation:  Must have 3-5 years of Financial Planner experience with the ability to demonstrate knowledge across the core financial planning pillars, enabling you to design and deliver training that supports strategic planning in these areas.
• Academic Foundation: Possess a bachelor’s degree in Finance or Economics from an accredited institution, providing a strong analytical and conceptual base;
• Analytical & Creative Acumen: Exhibit strong technical, analytical, and research skills, coupled with a robust capacity for creative thinking to develop innovative and effective training solutions.
• Exceptional Communication & Interpersonal Skills: Demonstrate exemplary written and verbal communication skills, capable of articulating complex concepts clearly and persuasively. Possess excellent interpersonal skills to build rapport, influence others, and foster a collaborative learning environment.
• Collaborative & Dynamic Work Ethic: Proven ability to work effectively in a fast-paced, dynamic team setting, consistently meeting deadlines and contributing positively to collective goals. Strong ability to influence stakeholders, build consensus, and collaborate seamlessly across various departments.
• Organizational & Project Management Prowess: Exhibit excellent organizational skills, a detail-oriented focus, and strong project management capabilities to meticulously plan, execute, and oversee training initiatives.
• Strategic & Adaptable Mindset: Possess a self-directed and strategic mindset with a strong desire for innovation, continuously seeking new and improved ways to deliver training. Demonstrate a strong ability to anticipate, adapt to, and effectively manage changing priorities and objectives in a dynamic environment.
• Technical Proficiency: Strong knowledge of and ability to proficiently use Microsoft Office Suite, including Word, Excel, Windows, PowerPoint, and Outlook, for content creation, data analysis, and communication.
• Industry Experience (Preferred): 3-5 years of experience within the financial services industry is preferred, providing valuable context and understanding of our business; CFP or CFA preferred.
• Training & Educational Background (Preferred): Prior training or teaching experience is a distinct advantage, showcasing a proven ability to educate and engage adult learners.
• Learning Technology Familiarity (Preferred): Experience with Articulate and SharePoint software is preferred, indicating familiarity with key learning and collaboration platforms.
• Ayco Business Acumen (Preferred): Knowledge of the Ayco business model and operations is a plus, allowing for a quicker ramp-up and deeper impact.

Salary Range

The expected base salary for this Newport Beach CA, United States based position is: $75,000 - $160,000

ABOUT GOLDMAN SACHS 

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved. 

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity