Financial Planning Training Lead

Goldman Sachs; Dallas (TX); Presencial; USD 90 000 - 120 000; Tempo integral

Resumo da oferta

Goldman Sachs Wealth Management is seeking a Training and Development professional to design and deliver foundational financial planning training for advisor teams, focusing on net worth reporting, cash flow analysis, and core planning principles.

You will collaborate across Product, Family Office, and other areas to translate complex concepts into clear learning experiences and ensure curriculum aligns with business priorities and client needs.

Qualificações

• Bachelor’s degree from an accredited institution required.
• CFP or CFA designation preferred.
• 3–5 years of experience in financial services, financial planning, training, or a related field.
• Strong knowledge of foundational financial planning concepts and advisor workflows.

Responsabilidades

• Design and deliver core planning training for advisor teams.
• Create practical, advisor-focused curriculum and materials.
• Partner across Goldman Sachs Wealth Management to align curriculum with priorities.
• Translate technical concepts into engaging learning content for varied audiences.
• Regularly review and update training materials for accuracy and relevance.
• Collaborate with subject matter experts to ensure content is scalable and effective.

Conhecimentos

Financial planning

Training design

Stakeholder collaboration

Communication skills

Attention to detail

Organizational agility

Accountability

Formação académica

Bachelor's degree

Ferramentas

MS Office

Excel

PowerPoint

Outlook

SharePoint

Descrição da oferta de emprego

Goldman Sachs Wealth Management is seeking a Training and Development professional to design and deliver foundational financial planning training for advisor teams, focusing on net worth reporting, cash flow analysis, and core planning principles.

You will collaborate across Product, Family Office, and other areas to translate complex concepts into clear learning experiences and ensure curriculum aligns with business priorities and client needs.