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

YOUR IMPACT

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.

OUR IMPACT

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.

HOW YOU WILL FULFILL YOUR POTENTIAL

• 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 policies and procedures while strategically identifying any opportunities to enhance or create new policies
• Collaborate with department stakeholders to enhance coach development, the training program, digital platform content, group education, and/or any business needs
• Partner with the regional management team to identify, implement, and monitor progress towards business and/or firm goals
• Partner with internal stakeholders as applicable to grow and enhance our service for corporate clients
• Participate in recruitment of qualified candidates for the coach role, including conducting interviews to identify candidates that possess the desired qualities and skillset to be a coach

SKILLS & EXPERIENCE WE’RE LOOKING FOR

The following criteria is required for the Team Leader role:

• Bachelors degree
• Must be actively working towards an Advanced degree (MBA) or Certification (CFP®), or have completed
• FINRA SIE, Series 7 and Series 66 licenses
• Minimum 4 years’ experience in the Financial Services industry
• Ability to multi-task in a fast-paced work environment and execute tasks/projects independently
• Capable of embracing change and remaining resilient during challenging times
• Effective interpersonal skills to develop strong relationships with team members
• Strong critical thinking skills to make strategic and informed decisions
• Excellent and proactive communication skills, both verbal and written, required to communicate changes effectively, to provide clear and actionable feedback to team members, and formally document employee performance in an organized manner as needed
• Demonstrate self-motivation to effectively manage time and organize tasks to prioritize responsibilities and show strong judgment on identifying urgent items
• Consistently display a professional leadership presence in all behaviors and interactions with colleagues and clients
• Demonstrate integrity and sound judgment with items to raise timely, escalate through proper channels, and propose solutions to effectively manage risks for the department and firm. Must maintain confidentiality of sensitive information.
• Desire to continuously learn and willingness to implement feedback in a positive and constructive manner
• Strong attention to detail to review and oversee accurate client deliverables
• Ability to balance delegation and oversight effectively

The following criteria is preferred for the Team Leader role:

• Individuals with Life, Accident, and Health license
• Client service and/or management experience in the Financial Service industry
• Experience with eMoney financial planning software and Salesforce CRM

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. 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. : https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.