Goldman Sachs · 6 hours ago
Asset & Wealth Management, GS Ayco Financial Wellness Team Lead, Associate - Newport Beach, CA; Albany, NY; Irving, TX
Newport Beach, California, United States
Full-time
Onsite
Mid, Senior Level
4+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Team Lead for their Ayco Financial Wellness division. The role involves mentoring and developing financial coaches, ensuring excellent client service, and managing team performance.
BankingFinanceFinancial ServicesVenture Capital
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
Qualification
Required
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
Preferred
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
Benefits
Benefits, wellness and personal finance offerings and mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-25
2026-01-25
2026-01-24
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