Asset & Wealth Management, GS Ayco Financial Wellness Team Lead, Associate - Newport , CA;

Overview

Asset & Wealth Management, GS Ayco Financial Wellness Team Lead, Associate - Newport Beach, CA;
Albany, NY;
Irving, TX  Newport Beach, California, United States

Opportunity Overview  CORPORATE TITLE Associate language OFFICE LOCATION(S) Newport Beach, Irving, Albany assignment JOB FUNCTION Internal Product Specialists  DIVISION Asset & Wealth Management  SALARY RANGE USD 75,

Are you a driven financial services professional with a passion for mentorship, talent development, and delivering unparalleled client service? Goldman Sachs Ayco Financial Wellness, is actively seeking an inspiring and results-oriented Team Lead to cultivate and empower the next generation of financial advisors.

Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. As a team lead, you will be instrumental in shaping the success and growth of our Financial Coaches. Coaches are supported with a robust training program that prepares them to be independently working with clients over the phone within their first seven months. This role is ideal for an individual who thrives in a dynamic, client-facing environment, possesses exceptional leadership, communication, and critical thinking skills, and demonstrates unwavering integrity and sound judgment.

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 customers to better spend, borrow, invest, and save.

Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

GS Ayco

Goldman Sachs Ayco Financial Wellness 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 key financial disciplines outlined above.

• Develop talent of team members through continuous training, feedback, and coaching to ensure excellent client service is consistently delivered
• Influence, motivate and enable coaches to contribute towards team and firm success by leading by example
• Execute the Goldman Sachs performance management process by helping the team set attainable goals, ensure coach adherence to quality standards and holding team members accountable to performance expectations
• Facilitate regular team meetings to ensure a cohesive, engaged and effective team environment and actively seek diverse perspectives of team members
• Facilitate regular one on one meetings to provide timely and actionable feedback and elevate performance
• Provide team members with recognition and visibility beyond the team when possible
• Support career development of coaches and provide opportunities aligned to their development goals and aspirations
• Assist with day-to-day management of client appointment capacity changes due to attendance of team members
• Escalate through proper channels timely and respond to client/corporate inquiries, including the resolving of difficult client situations and managing inbound call queue to reduce client wait times
• Act as a technical resource on a wide range of financial planning concepts within scope of service
• Leverage reporting tools to quality control client service and consider impacts on capacity, utilization, and other operations of the business with any decision making
• Know and reinforce…