AWM, Goldman Sachs Ayco, Training & Development, Associate, Dallas

YOUR IMPACT

As a vital member of our Training and Development team, you will play a pivotal role in shaping the expertise and professional growth of Ayco's financial professionals. You will be at the forefront of designing, developing, and delivering cutting‑edge training solutions that empower our advisors and planners to excel, ensuring they are equipped with the knowledge and skills to provide unparalleled service to our clients.

This is an opportunity to directly impact firm‑wide capabilities and foster a culture of continuous learning and excellence.

We are seeking a highly motivated, innovative, and skilled professional who is passionate about learning and development within the financial services industry. The ideal candidate will possess a unique blend of analytical rigor, creative thinking, and exceptional communication skills, ready to contribute significantly to our firm’s educational mission.

• Lead Learning & Development Initiatives: Take primary responsibility for the end‑to‑end development and dynamic delivery of Ayco’s comprehensive training curriculum across the firm. This includes independently leading sessions or collaborating with senior advisors and subject matter experts to train new and existing planners and advisors across all financial planning pillars.
• Innovate Training Methodologies: Design and implement highly engaging and impactful training experiences utilizing a diverse array of interactive teaching methods, such as real‑world case studies, collaborative group discussions, practical simulations, and advanced technology tools, to maximize learning retention and application.
• Strategic Curriculum Design & Content Creation: Drive the design and continuous enhancement of our training programs. This involves meticulously creating, curating, and regularly reviewing high‑quality training materials, comprehensive case studies, practical job aids, and essential reference guides that significantly aid in the learning process.
• Provide Technical Guidance & Support: Serve as a key technical resource, offering expert guidance and support to associates as needed, fostering a knowledgeable and capable workforce.
• Collaborative Team Integration: Work seamlessly within a collaborative team environment, partnering closely with content specialists, project managers, and other stakeholders to achieve shared objectives and elevate training outcomes.
• Strategic Team Contribution: Actively support the broader Training and Development team by contributing to various strategic initiatives and projects as requested, driving departmental innovation and growth.
• Uphold Operational Excellence: Consistently understand and rigorously adhere to all firm policies and procedures, including those pertaining to quality assurance, client service, information security, and compliance, ensuring the highest standards in all training activities.

• Financial Planning Foundation: Must have 3–5 years of financial planner experience with the ability to demonstrate knowledge across the core financial planning pillars, enabling you to design and deliver training that supports strategic planning in these areas.
• Academic Foundation: Possess a bachelor’s degree in Finance or Economics from an accredited institution, providing a strong analytical and conceptual base.
• Analytical & Creative Acumen: Exhibit strong technical, analytical, and research skills, coupled with a robust capacity for creative thinking to develop innovative and effective training solutions.
• Exceptional Communication & Interpersonal
  
  Skills:
  
  Demonstrate exemplary written and verbal communication skills, capable of articulating complex concepts clearly and persuasively. Possess excellent interpersonal skills to build rapport, influence others, and foster a collaborative learning environment.
• Collaborative & Dynamic Work Ethic: Proven ability to work effectively in a fast‑paced, dynamic team setting, consistently meeting deadlines and contributing positively to collective goals. Strong ability to influence stakeholders, build consensus, and collaborate seamlessly across various departments.
• Organizational &…