ABOUT THIS JOB

Specialize in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients, while leveraging business intelligence tools for projects and reporting. 

 

Our Impact:

Goldman Sachs Ayco Financial Counseling (Ayco) 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 and guided implementation across seven key financial disciplines, including employee benefit planning.

 

How You Will Fulfill Your Potential:

 

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box?  We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Principal Responsibilities:

 

Understand various estate, trust, and retirement planning concepts unique to Ayco’s high net-worth clientsPartner with marketing associates to determine appropriate product selection to meet client objectivesServe as an internal resource to account management teams through enhanced knowledge of the industry and product offeringsDevelop and maintain customized Excel spreadsheets to illustrate financial conceptsUtilize internal systems to monitor and record product changes and provide client-facing presentationsInterface with various associates to facilitate task and project completionLeverage data sources to create and maintain business intelligence programs via Alteryx Designer and Tableau DesktopDocument project requirements and progress via JIRA and Confluence collaboration tools

 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

 

Basic Qualifications:

Bachelor’s degree required; Advanced degree preferred3+ years’ experience in related field requiredActive life and health insurance license preferred Series 6 or 7 registration preferred Highly organized with a keen attention to detailSuperior analytical and problem-solving skillsTeam oriented, client-focused approachAbility to work independently and maintain confidentialityProficiency in Microsoft products: Excel, Outlook, Word, and PowerPointExperience with Alteryx Designer and Tableau Desktop softwareExisting Alteryx Core certification or higher preferredKnowledge of Python and Excel (including VBA) preferredFamiliarity with JIRA and Confluence preferred

 

Salary Range 
The expected base salary for this Albany, New York, 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.