Asset & Wealth Management, GS Ayco Quality Training and Development Specialist, Associate - Albany, NY; Dallas, TX; Newport Beach, CA; Troy, MI
5 days ago
Training And Development Team MemberAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.As part of the Training & Development team, you will be responsible for the development and delivery of of Ayco's training material throughout the firm.Train new and existing, planners and advisors, in all financial planning pillars, sometimes independently and sometimes in conjunction with advisors or internal SMEsUtilize interactive teaching methods, such as case studies, group discussions, simulations, and technology tools to make training sessions engaging and impactfulDesign and/or help develop training programsDesign, create, and regularly review training materials/case studies/job aids/references that will aid in learningBecome a subject matter expert in various technical areas related to Ayco's business, services and productsAssist with the overall maintenance of Ayco's learning management system, including evaluating and implementing additional features/enhancementsCreate and maintain e-learning training content for Ayco's financial counseling businesses, includes other internal groups as neededAct as a technical resource for associates, as neededWork closely with Content Specialists, PMs, and others in a collaborative team environmentSupport the Training and Development team with other initiatives as requestedAssociate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and complianceSkills and Experience We're Looking ForRequired: Bachelor's DegreeStrong technical, analytical and research skillsStrong ability for creative thinkingExemplary written and verbal communication skillsAbility to work effectively in a team setting, meeting deadlines and contributing to a dynamic and fast- paced environmentExcellent interpersonal and organizational skillsExemplary discretion and judgmentDetail-oriented focus with strong project management skillsStrong ability to influence others, build consensus, and work collaboratively with other departmentsSelf-directed and strategic mindset with a strong desire for innovationStrong ability to anticipate, adapt to, and manage changing priorities and objectivesStrong knowledge of and ability to use Microsoft products including Word, Excel, Windows, PowerPoint and OutlookPreferred: Advanced Degree JD, MBA, or CFP3 5 years in the financial services industryTraining or teaching experienceArticulate and SharePoint software experienceKnowledge of the Ayco business linesSalary Range The expected base salary for this Albany, New York, United States-based position is $60000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
-
Newport Beach, United States Goldman Sachs Full timeGoldman Sachs Ayco Financial WellnessGoldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their...
-
General Manager
4 weeks ago
Newport Beach, CA, United States Lighthouse Newport Beach Full timeDirect message the job poster from Lighthouse Newport Beach Lighthouse Newport Beach offers fresh coastal flavors, handcrafted cocktails, and stunning waterfront views, making it a hidden gem in the area. Known for its exceptional dining experience, the restaurant provides an inviting atmosphere where guests can enjoy gourmet meals complemented by...
-
Wealth Management Advisor
1 day ago
Newport Beach, United States Knightsbridge Wealth Management Full timeABOUT KNIGHTSBRIDGE WEALTH MANAGEMENT Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $800 million assets under management (AUM) and a 20-year history of helping clients achieve their financial goals. Our mission is to build a firm where we’d be happy to have our own family members be...
-
Wealth Management Advisor
3 hours ago
Newport Beach, CA, United States Knightsbridge Wealth Management Full timeABOUT KNIGHTSBRIDGE WEALTH MANAGEMENT Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $800 million assets under management (AUM) and a 20-year history of helping clients achieve...
-
Family Wealth Advisor
2 weeks ago
Newport Beach, United States Aaron Wealth Advisors Full timeFamily Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...
-
Wealth Management Sales Director West Coast
5 days ago
Newport Beach, CA, United States Bramshill Investments LLC Full timeA prominent investment management firm located in Newport Beach, CA, is seeking a director-level salesperson to enhance product sales across wealth management channels. The ideal candidate will proactively build relationships with financial advisors and develop strategic initiatives to boost market presence. Required qualifications include an undergraduate...
-
VP, Financial Consultant- Newport Beach, CA
6 days ago
Newport Beach, United States Charles Schwab Full timeVP, Financial Consultant- Newport Beach, CA at Charles Schwab summary: The VP, Financial Consultant at Schwab provides comprehensive wealth management and financial planning advice to existing clients, focusing on building strong, trust-based relationships. The role requires securities licenses and involves managing client assets across retirement,...
-
Family Wealth Advisor
2 weeks ago
Newport Beach, CA, United States Aaron Wealth Advisors Full timeFamily Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...
-
Family Wealth Advisor
1 week ago
Newport Beach, CA, United States Aaron Wealth Advisors Full timeFamily Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...
-
Family Wealth Advisor
2 weeks ago
Newport Beach, CA, United States Aaron Wealth Advisors Full timeFamily Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...