AWM, GS Ayco, Training and Development, Associate - Albany

About the Role

As a vital member of our Training and Development team, you will help build the technical capability of advisor teams by designing and delivering foundational training on core financial planning topics, including net worth reporting and cash flow analysis. This role focuses on translating complex planning principles into clear, actionable learning experiences that enable advisors, planners, and analysts to serve clients with confidence, consistency, and quality.

You will partner with stakeholders across Goldman Sachs Wealth Management to ensure training aligns with business priorities, advisor needs, and evolving client planning expectations.

Responsibilities

• Design and deliver training for advisor teams on foundational financial planning topics, including building net worth reports, understanding cash flow, and applying core planning principles in client conversations.
• Create practical, advisor-focused curriculum, case studies, and reference materials that help advisor teams apply technical concepts in a clear, consistent, and client-focused manner.
• Collaborate with stakeholders in Product, Family Office, and other business areas to develop and maintain a coordinated training curriculum reflecting business priorities, platform capabilities, and planning best practices.
• Translate complex financial planning topics into engaging training content that supports knowledge retention, practical application, and consistency across advisor teams.
• Regularly review and update training materials to ensure accuracy, relevance, and alignment with current planning guidance, business processes, and advisor feedback.
• Work closely with technical and planning specialists, senior advisors, project managers, and Training and Development colleagues to ensure content is accurate, scalable, and effectively delivered.

Requirements

• Demonstrated understanding of foundational financial planning principles, including net worth, cash flow, investments, tax-aware planning concepts, estate planning basics, and employee benefits.
• Ability to design, develop, and deliver effective training programs for advisor teams, with a focus on practical applications, advisor readiness, and measurable learning outcomes.
• Strong understanding of how advisor teams use technical planning concepts to support client conversations and deliver consistent, high-quality client experiences.
• Proven ability to work across teams and the Goldman Sachs Wealth business, including Product, Family Office, technical specialists, and other partners, to build consensus and deliver aligned training solutions.
• Strong commitment to accuracy, consistency, and high-quality execution in both training content and delivery.
• Ability to manage multiple priorities, meet deadlines, and adapt quickly in a fast-paced environment while maintaining focus on advisor readiness and business objectives.
• Excellent written, verbal, and presentation skills, with the ability to explain complex planning topics clearly and engage a variety of audiences.
• Self-motivated professional who takes initiative, follows through, and moves work forward with urgency, accountability, and sound judgment.
• Bachelor’s degree from an accredited institution required.
• 3-5 years of experience in financial services, financial planning, training, or a related field preferred.
• Strong knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook; experience with SharePoint or other learning platforms is preferred.

CFP or CFA designation is preferred.

Benefits

Goldman Sachs is committed to providing valuable and competitive benefits and wellness offerings. A summary of these offerings, available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found on our benefits page.

Pay

The expected base salary for this Albany, NY, United States-based position is $60,000–$100,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.