CWM, Ayco Personal Financial Management - Training Team Associate/Vice President - Albany, NY

Location(s) US-NJ-Parsippany
Job ID
Schedule Type
Full Time
Consumer and Wealth Management
Business Unit
Ayco - National Tax Group
Employment Type


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.



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 and guided implementation across seven key financial disciplines, including employee benefit planning.




Main Responsibilities

  • Develop and maintain new and existing tools and calculators for Ayco’s financial counseling businesses, collaborating with peers, internal business groups, and other subject matter experts
  • Become a subject matter expert in various technical areas related to Ayco’s business, services and products
  • Conduct trainings on tools and calculators for Ayco’s financial counseling businesses, including other internal groups as needed
  • Act as a technical resource for associates, as needed
  • Collaborate with teams across the firm to identify tool and calculator needs

Secondary Responsibilities

  • Assist the Training and Development team with the development and maintenance of training content, including e-learning training content, for Ayco’s financial counseling businesses and other internal groups
  • Support the Training and Development team with other initiatives as requested
  • Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance



  • Required Items Include:
    • Bachelors Degree
    • Strong technical, analytical and research skills
    • Strong ability for creative thinking
    • Strong knowledge of and ability to use Microsoft products including Word, Excel, Windows, PowerPoint and Outlook
    • Exemplary written and verbal communication skills
    • Ability to work effectively in a team setting, meeting deadlines and contributing to a dynamic and fast- paced environment
    • Excellent interpersonal and organizational skills
    • Exemplary discretion and judgment
    • Detail-oriented focus with strong project management skills
    • Strong ability to influence others, build consensus, and work collaboratively with other departments
    • Self-directed and strategic mindset with a strong desire for innovation
    • Strong ability to anticipate, adapt to, and manage changing priorities and objectives


  • Preferred Items Include:
    • Advanced Degree JD, MBA, or CFP
    • 3 5 years in the financial services industry
    • Articulate and SharePoint software experience
    • Knowledge of the Ayco business lines, especially Executive Financial Management



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

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

© 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