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

Goldman Sachs•Newport Beach, CA

28d

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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