CIMD - Ayco Personal Financial Management – Financial Wellness Team Leader, Associate - Cohoes, NY

Location(s) US-NY-Albany
Job ID
2021-70516
Schedule Type
Full Time
Level
Associate
Function(s)
Consumer Banking
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Ayco - Foundational Counseling
Employment Type
Employee

MORE ABOUT THIS JOB

Goldman Sachs Ayco Financial Wellness, Ayco provides superior one-on-one financial planning and education to a wide variety of clients in areas such as retirement, investing, budgeting, employee benefits, insurance, income taxes, and estate planning completely over the phone via prescheduled appointments and/or inbound calls.

We are currently seeking experienced candidates with exceptional management and organizational skills from diverse backgrounds and experiences. A Team Leader will demonstrate success by leading a cohesive time and enhancing our institutional relationships. A Team Leader should possess an ownership mindset with a desire to continually develop and learn.

Our Impact:

Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education across the seven key financial disciplines outlined above.

 

RESPONSIBILITIES AND QUALIFICATIONS

Principal Responsibilities:

Lead a Team

  • Lead a team of coaches. Primary responsibility for executing GS’s Performance Management, “Three Conversations at GS” with their members, including establishing goals at the start of the year, checking in mid-year on progress, and then closing out the year with a conversation on performance against goals.
    • Hold weekly team meetings to provide platform for team discussions and to reinforce firm goals and initiatives
    • Hold regular (weekly or bi-weekly) touch base meetings with team members to check-in on core functions, escalation items, and work flow (including to-do lists)
    • Responsible for assessing and approving time off requests and managing appoints and queue to ensure coverage
  • Work with training team to ensure continual team member improvement in their roles, including individual quality through call review program, review of client deliverables, and monitoring of CRM notes to review for exceptional interactions. They should also serve as a technical resource for coaches on questions

 Institutional Relationships

  • Work closely with Relationship Manager, Lead Coach, and Benefit Consultants to ensure high quality service and adherence to Service Level Agreements – including proactive escalation of any client issues, coach observations/feedback, and engagement strategies
  • Escalate and respond to client/corporate inquiries as appropriate, including handling of client calls and emails that are escalated to them as difficult client situations
  • Ability to handle all aspects of the coaching role to step in when needed to ensure consistent client experience when staffing issues require

Working with Management Team

  • Work closely with management team to implement and monitor business initiatives, including but not limited to marketplace reporting, referral reporting, soft skills training, and quality program
    • Actively participate in group discussions and provide ongoing feedback
  • Escalate any potential issues/divergence from GS compliance and business ethics guidelines to management timely
    • Collaborate and help to lead management projects and provide postings on status and progress
  • Assist with interviewing/recruiting of coaches

 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

 

Desired Skills and Qualities:

  • Passion for assisting team members in growing their careers and realizing their potential
  • Excellent consulting and client engagement aptitude
  • Effective communicator
  • Highly organized and efficient time management abilities
  • Demonstrate emotional intelligence and active listening skills
  • Collaborative team player
  • Analytical and resourceful problem solver

Basic Qualifications:

  • Bachelor’s degree required; minimum of a 3.0 GPA
    • SIE, Series 7 and Series 66 required (or as a condition of employment after joining the firm)
  • Advanced degree or professional designation preferred (e.g. MBA or Masters, CFP, etc.)
  • Financial industry experience preferred
  • 3-4 years experience required
    • Proficiency in Microsoft products including Excel, Word, Windows, PowerPoint, and Outlook
    • Strong organizational and multitasking skills
    • Excellent written and verbal communication skills
    • Ability to maintain a high level of confidentiality
    • Enthusiastic and positive approach to problem-solving and client service
    • Proven track record with cross-training, task-sharing and mutually supportive teamwork
    • Must be able to be innovative, pro-actively manage time and follow through to complete tasks

ABOUT GOLDMAN SACHS

CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html



© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity