GS Ayco, Training & Development, Associate

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

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.
• 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 b