CWM, Ayco Personal Financial Management - Training Team Associate/Vice President - Albany, NY
Consumer and Wealth Management
Ayco - National Tax Group
MORE ABOUT THIS JOB
Consumer and Wealth Management (CWM)
Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.
Goldman Sachs Ayco Personal Financial Management 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.
RESPONSIBILITIES AND QUALIFICATIONS
ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop and maintain new and existing tools and calculators for Ayco's financial counseling businesses, collaborating with peers, internal business groups, and other subject matter experts
Become a subject matter expert in various technical areas related to Ayco's business, services and products
Conduct trainings on tools and calculators for Ayco's financial counseling businesses, including other internal groups as needed
Act as a technical resource for associates, as needed
Collaborate with teams across the firm to identify tool and calculator needs
Assist the Training and Development team with the development and maintenance of training content, including e-learning training content, for Ayco's financial counseling businesses and other internal groups
Support the Training and Development team with other initiatives as requested
Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Required Items Include:
Strong technical, analytical and research skills
Strong ability for creative thinking
Strong knowledge of and ability to use Microsoft products including Word, Excel, Windows, PowerPoint and Outlook
Exemplary written and verbal communication skills
Ability to work effectively in a team setting, meeting deadlines and contributing to a dynamic and fast- paced environment
Excellent interpersonal and organizational skills
Exemplary discretion and judgment
Detail-oriented focus with strong project management skills
Strong ability to influence others, build consensus, and work collaboratively with other departments
Self-directed and strategic mindset with a strong desire for innovation
Strong ability to anticipate, adapt to, and manage changing priorities and objectives
Preferred Items Include:
Advanced Degree - JD, MBA, or CFP
3 - 5 years in the financial services industry
Articulate and SharePoint software experience
Knowledge of the Ayco business lines, especially Executive Financial Management
ABOUT GOLDMAN SACHS
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., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
GS commits people, capital and ideas to help our clients, shareholders and the communities we serve to grow. We advise companies on buying and selling businesses, raising capital and managing risks, which enables them to grow. We help local, state and national governments finance their operations so they can invest in infrastructure, like schools, hospitals and roads. We transact for our clients in all key financial markets, including equities, bonds, currencies and commodities, so that capital flows, jobs are created and economies can grow. We help markets remain efficient and liquid, so investors and companies can meet their needs, whether to invest, raise money or manage risk. We preserve and grow assets for institutions, including mutual funds, pension funds and foundations, as well as individuals. We invest our capital alongside our clients' capital to help businesses grow. We develop ideas and analysis that drive new perspectives, new products and new paths to growth.