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Goldman Sachs

Advises on mergers and trades stocks and bonds

Learning Design & Delivery Associate / Vice President - Private Wealth Management

Corporate & Technical Training +1Updated on Nov 11
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • At least 5 years of experience in Learning & Development, Talent Strategy, Training, Wealth Management, Business Management, or a related field.
  • Experience designing instructional content, curriculum, training materials, or learning experiences.
  • Strong facilitation and presentation skills, including comfort delivering training to diverse audiences.
  • Ability to translate complex concepts into practical, advisor-friendly content and resources.
  • Strong relationship management skills and the ability to partner effectively with advisors, business leaders, and subject matter experts.
  • Excellent written communication and content development capabilities.
  • Ability to gather feedback, identify themes, and convert insights into actionable learning solutions.
  • Strong organization, project management, and execution skills.
  • Proficiency in Microsoft Office applications, including PowerPoint and Excel.

Responsibilities

  • Design, develop, and maintain advisor training curriculum, learning pathways, and development content aligned with business priorities.
  • Create practical resources, tools, job aids, and knowledge materials that support advisor growth and effectiveness.
  • Evaluate and enhance learning content to ensure relevance, adoption, and impact.
  • Deliver training and development programming across regional offices through virtual and in-person formats.
  • Serve as a subject matter resource for advisor development content, learning frameworks, and training best practices.
  • Partner with advisors and field leadership to assess development needs, identify knowledge gaps, and gather feedback on learning experiences.
  • Translate advisor feedback, field observations, and emerging business needs into new content, resources, and curriculum enhancements.
  • Collaborate with Talent Strategy, business leaders, and subject matter experts to design and implement learning solutions.
  • Incorporate industry trends, advisor best practices, and AI-enabled tools into learning experiences and resource materials.
  • Measure content effectiveness through participation, feedback, and knowledge assessment data, and use insights to improve learning outcomes.
  • Maintain centralized content libraries and resource repositories so advisors can access current and relevant materials.

Desired Qualifications

  • Knowledge of wealth management, advisor development, business development, or financial services.

About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1869

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