Financial Planning Training Architect

Goldman Sachs (lateral); Newport Beach (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

Goldman Sachs Ayco’s Training and Development team designs and delivers foundational financial planning training, turning complex net worth reporting and cash‑flow concepts into practical, advisor‑facing learning experiences.

The incumbent will design curriculum, facilitate engaging instruction, and partner with stakeholder groups across Goldman Sachs Wealth Management to ensure training aligns with business priorities and evolving client planning expectations.

Qualifications

• Strong grasp of foundational financial planning concepts such as net worth, cash flow, investments, tax-aware planning, and estate basics.
• Experience designing and delivering training programs for financial professionals.
• Ability to translate complex planning concepts into practical learning materials.
• Proven ability to work with cross-functional teams and stakeholders.

Responsibilities

• Design and deliver core financial planning training for advisor teams.
• Develop curriculum, case studies, and reference materials for practical application.
• Partner with Product, Family Office, and other business areas to align training with priorities.
• Translate technical concepts into engaging learning content for retention.
• Regularly review and update training materials for accuracy and relevance.
• Collaborate with subject matter experts to ensure content is scalable and well delivered.

Skills

Core financial planning

Training design

Curriculum development

Stakeholder collaboration

Attention to detail

Education

CFP or CFA designation

Job description

Goldman Sachs Ayco’s Training and Development team designs and delivers foundational financial planning training, turning complex net worth reporting and cash‑flow concepts into practical, advisor‑facing learning experiences.

The incumbent will design curriculum, facilitate engaging instruction, and partner with stakeholder groups across Goldman Sachs Wealth Management to ensure training aligns with business priorities and evolving client planning expectations.