Goldman Sachs & Company CIMD - Goldman Sachs Ayco Personal Financial Management - Financial Wellness Tea in Albany, New York
CIMD - Goldman Sachs Ayco Personal Financial Management - Financial Wellness Team Leader, Associate - Albany, NY
Consumer and Wealth Management
Ayco - Foundational Counseling
MORE ABOUT THIS JOB
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.
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
How You Will Fulfill Your Potential:
Training: Ayco has a best-in-class new hire training program, covering the technical and practical elements of the job. Initial new hire training includes a combination of classroom learning, practical exercises, and shadowing of existing associates. Through Goldman Sachs University, new hires have access to classes that focus on building foundational professional and technical skills, to culture and learning focused training. We take a personal approach to talent development and foster an environment that values different perspectives, challenges thinking and maximizes the potential of our people. Our annual and ongoing feedback ensures our people and their managers have the information they need to excel in their careers.
Diversity & Inclusion: Ayco values the different perspectives and experiences our associates bring. The firm supports the Goldman Sachs Diversity Network, an employee-led initiative open to all associates that provides education and awareness on topics of interest to diverse communities. In addition, our firm wide diversity and inclusion efforts expand professional and career development opportunities through programs such as the Women's Advisor Initiative and Multicultural Analyst Initiative to support our commitment to having the best talent at all levels.
Benefits & Wellness: From benefits to wellness, we aim to support your commitment to your job as well as your priorities and interests outside of work.
Career Advancement: Ayco offers coaching, mentoring and on-the-job learning that supports your growth and development.
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
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
ABOUT GOLDMAN SACHS
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 atGS.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
The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.