Asset & Wealth Management, Goldman Sachs Ayco, Financial Planner Training and Development, Associate, Newport Beach, CA
About the role
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.
Responsibilities
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.
Requirements
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.
Skills
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.
Qualifications
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.
Benefits
Comprehensive benefits package including health insurance, retirement plans, paid time off, and more.
Pay
The expected base salary for this Newport Beach, CA, United States based position is: $75,000 - $160,000
Schedule
Full-time position with flexible working hours to accommodate your needs.