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

Socket.dev; City of Albany (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Goldman Sachs Ayco seeks a training professional to design and deliver foundational financial planning training for advisor teams. You will translate complex planning concepts into clear, actionable learning, creating practical materials and case studies that align with business priorities across Wealth Management.

The role requires collaboration with product, family office, and other partners, ensuring training remains accurate, relevant, and impactful for client conversations and outcomes.

Qualifications

• Foundational financial planning principles and concepts.
• Experience designing and delivering training programs.
• Ability to translate complex topics into practical training tools.
• Strong collaboration with cross-functional stakeholders.

Responsibilities

• Design and deliver core financial planning training for advisor teams.
• Create practical curriculum, case studies, and reference materials.
• Partner with Product, Family Office, and other areas to align training with priorities.
• Translate technical concepts into actionable learning content for retention.
• Regularly update training materials to stay current with guidance.
• Collaborate with SMEs and subject matter experts to ensure accuracy.

Skills

Core financial planning

Training design

Delivery experience

Advisor/client service orientation

Stakeholder collaboration

Attention to detail

Organizational agility

Communication

Drive and follow-through

Bachelor’s degree

Industry experience 3-5 yrs

MS Office / SharePoint

Education

Bachelor’s degree

Tools

MS Office Suite

SharePoint

Job description

YOUR IMPACT

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 is focused on translating complex planning principles into clear, actionable learning experiences that enable advisors, planners and analysts to serve clients with confidence, consistency, and quality.

We are seeking a highly organized, technically strong, and collaborative training professional who can design curriculum, deliver engaging instruction, and partner with stakeholders across Goldman Sachs Wealth Management, to ensure training is aligned to business priorities, advisor needs, and evolving client planning expectations.

OUR IMPACT

At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design.

Goldman Sachs Ayco (Ayco):

Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including estate and cash flow planning, to help them achieve their personal financial goals.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Design and Deliver Core Planning Training: Develop and facilitate 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: Design training, case studies, and reference materials that help advisor teams apply technical concepts in a clear, consistent, and client-focused manner.
• Partner Across Goldman Sachs Wealth Management: Collaborate with stakeholders in Product, Family Office, and other business areas to develop and maintain a coordinated training curriculum that reflects business priorities, platform capabilities, and planning best practices.
• Translate Technical Concepts into Actionable Learning: Simplify complex financial planning topics into engaging training content that supports knowledge retention, practical application, and consistency across advisor teams.
• Support Continuous Curriculum Improvement: Regularly review and update training materials to ensure accuracy, relevance, and alignment with current planning guidance, business processes, and advisor feedback.li>
• Collaborate with Subject Matter Experts: 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.

WHAT WE ARE LOOKING FOR

• Core Financial Planning Expertise: Demonstrated understanding of foundational financial planning principles, including net worth, cash flow, investments, tax-aware planning concepts, estate planning basics, and employee benefits. CFP or CFA designation is preferred.
• Training Design and Delivery Experience: Ability to design, develop, and deliver effective training programs for advisor teams, with a focus on practical applications, advisor readiness, and measurable learning outcomes.
• Advisor and Client Service Orientation: Strong understanding of how advisor teams use technical planning concepts to support client conversations and deliver consistent, high-quality client experiences.
• Stakeholder Management and Collaboration: 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.
• Attention to Detail and Quality: Strong commitment to accuracy, consistency, and high-quality execution in both training content and delivery.
• Organizational Agility: Ability to manage multiple priorities, meet deadlines, and adapt quickly in a fast-paced environment while maintaining focus on advisor readiness and business objectives.
• Communication and Facilitation Skills: Excellent written, verbal, and presentation skills, with the ability to explain complex planning topics clearly and engage a variety of audiences.
• Drive and Follow-Through: Self-motivated professional who takes initiative, follows through, and moves work forward with urgency, accountability, and sound judgment.
• Academic Foundation: Bachelor’s degree from an accredited institution required.
• Industry Experience Preferred: 3-5 years of experience in financial services, financial planning, training, or a related field preferred.
• Technology Proficiency: Strong knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook; experience with SharePoint, or other learning platforms is preferred.