Asset & Wealth Management, Goldman Sachs Ayco, Financial Planner Training and Development, Asso[...]

Asset & Wealth Management, Goldman Sachs Ayco, Training and Development, Associate, Newport Beach, CA United States, California, Newport Beach May 10, 2026

YOUR IMPACT

As a vital member of our Training and Development team, you will play a pivotal role in shaping the expertise and professional growth of Ayco's financial professionals. You will be at the forefront of designing, developing, and delivering cutting‑edge training solutions that empower our advisors and planners to excel, ensuring they are equipped with the knowledge and skills to provide unparalleled service to our clients. This is an opportunity to directly impact firm‑wide capabilities and foster a culture of continuous learning and excellence. We are seeking a highly motivated, innovative, and skilled professional who is passionate about learning and development within the financial services industry. The ideal candidate will possess a unique blend of analytical rigor, creative thinking, and exceptional communication skills, ready to contribute significantly to our firm's educational mission.

HOW YOU WILL FULFILL YOUR POTENTIAL

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. Cultivate Subject Matter Expertise: Proactively develop deep expertise in various technical domains pertinent to Ayco's business operations, service offerings, and product suite, becoming a go‑to resource for complex inquiries and advanced knowledge. Advance Learning Technology: Contribute to the overall maintenance and strategic evolution of Ayco's Learning Management System (LMS), including evaluating, recommending, and implementing additional features and enhancements to optimize the learning experience. Develop Digital Learning Solutions: Design, create, and maintain compelling e‑learning content tailored for Ayco's financial counseling businesses and other internal groups, ensuring accessible and effective digital learning pathways. 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.

SKILLS AND EXPERIENCE WE'RE LOOKING FOR

Academic Foundation: Possess a bachelor's degree 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. Industry Experience (Preferred): 3-5 years of experience within the financial services industry is preferred, providing valuable context and understanding of our business. Training & Educational Background (Preferred): Prior training or teaching experience is a distinct advantage, showcasing a proven ability to educate and engage adult learners. Learning Technology Familiarity (Preferred): Experience with Articulate and SharePoint software is preferred, indicating familiarity with key learning and collaboration platforms. Ayco Business Acumen (Preferred): Knowledge of the Ayco business model and operations is a plus, allowing for a quicker ramp‑up and deeper impact. We are committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity #J-18808-Ljbffr The Goldman Sachs Group