Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 8 days ago

AWM, GS Ayco, Training and Development, Associate - Albany

Candidate Experience Site - Lateral333 open roles

Pay
$60,000 – $100,000 a year
Where
Albany, NY, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAWM, GS Ayco, Training and Development, Associate - AlbanyCandidate Experience Site - Lateral · Albany, NY, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Candidate Experience Site - Lateral's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.3% of postings close within 7 days. Measured by our own scanner across the market. Candidate Experience Site - Lateral postings stay open a median of 6 days.

Share of postings closed within
  1. 1.9%1 day
  2. 4.0%3 days
  3. 8.3%7 days
  4. 15.3%14 days
  5. 34.2%30 days
This job: posted 8 days ago

Candidate Experience Site - Lateral median: 6 days open

The posting

Job Description

YOUR IMPACT

As a vital member of our Training and Development team, you will help build the technical capability of advisor teams by designing and delivering foundational training on core financial planning topics, including net worth reporting and cash flow analysis. This role is focused on translating complex planning principles into clear, actionable learning experiences that enable advisors, planners and analysts to serve clients with confidence, consistency, and quality.

We are seeking a highly organized, technically strong, and collaborative training professional who can design curriculum, deliver engaging instruction, and partner with stakeholders across Goldman Sachs Wealth Management, to ensure training is aligned to business priorities, advisor needs, and evolving client planning expectations.

OUR IMPACT

At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design.

Goldman Sachs Ayco (Ayco):

Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including estate and cash flow planning, to help them achieve their personal financial goals.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Design and Deliver Core Planning Training: Develop and facilitate training for advisor teams on foundational financial planning topics, including building net worth reports, understanding cash flow, and applying core planning principles in client conversations.
  • Create Practical, Advisor-Focused Curriculum: Design training, case studies, and reference materials that help advisor teams apply technical concepts in a clear, consistent, and client-focused manner.
  • Partner Across Goldman Sachs Wealth Management: Collaborate with stakeholders in Product, Family Office, and other business areas to develop and maintain a coordinated training curriculum that reflects business priorities, platform capabilities, and planning best practices.
  • Translate Technical Concepts into Actionable Learning: Simplify complex financial planning topics into engaging training content that supports knowledge retention, practical application, and consistency across advisor teams.
  • Support Continuous Curriculum Improvement: Regularly review and update training materials to ensure accuracy, relevance, and alignment with current planning guidance, business processes, and advisor feedback.
  • Collaborate with Subject Matter Experts: Work closely with technical and planning specialists, senior advisors, project managers, and Training and Development colleagues to ensure content is accurate, scalable, and effectively delivered.

WHAT WE ARE LOOKING FOR

  • Core Financial Planning Expertise: Demonstrated understanding of foundational financial planning principles, including net worth, cash flow, investments, tax-aware planning concepts, estate planning basics, and employee benefits. CFP or CFA designation is preferred.
  • Training Design and Delivery Experience: Ability to design, develop, and deliver effective training programs for advisor teams, with a focus on practical applications, advisor readiness, and measurable learning outcomes.
  • Advisor and Client Service Orientation: Strong understanding of how advisor teams use technical planning concepts to support client conversations and deliver consistent, high-quality client experiences.
  • Stakeholder Management and Collaboration: Proven ability to work across teams and the Goldman Sachs Wealth business, including Product, Family Office, technical specialists, and other partners, to build consensus and deliver aligned training solutions.
  • Attention to Detail and Quality: Strong commitment to accuracy, consistency, and high-quality execution in both training content and delivery.
  • Organizational Agility: Ability to manage multiple priorities, meet deadlines, and adapt quickly in a fast-paced environment while maintaining focus on advisor readiness and business objectives.
  • Communication and Facilitation Skills: Excellent written, verbal, and presentation skills, with the ability to explain complex planning topics clearly and engage a variety of audiences.
  • Drive and Follow-Through: Self-motivated professional who takes initiative, follows through, and moves work forward with urgency, accountability, and sound judgment.
  • Academic Foundation: Bachelor’s degree from an accredited institution required.
  • Industry Experience Preferred: 3-5 years of experience in financial services, financial planning, training, or a related field preferred.
  • Technology Proficiency: Strong knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook; experience with SharePoint, or other learning platforms is preferred.

Salary Range

The expected base salary for this Albany, NY, United States-based position is $60000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Candidate Experience Site - Lateral's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Candidate Experience Site - Lateral's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Candidate Experience Site - Lateral's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.