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CWM - Goldman Sachs Ayco Personal Financial Management - Fin

Company: Regional Recreation Corporation of Wood Buffalo
Location: Irvine
Posted on: April 6, 2021

Job Description:

Sign up for BRIEFINGS, a weekly email about trends shaping markets, industries and the global economy. Sign Up We think who you are makes you better at what you do. Learn more about our firm and culture through a day in the life of our people. Learn more Careers Center CWM - Goldman Sachs Ayco Personal Financial Management - Financial Wellness Workforce Management, Vice President - Irvine, CA in Irvine, California - Careers at 0001 127 L028 0000-Consumer and Investment Management Division-Wealth-United Capital-Wealth Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Welcome page Returning Candidate? Log back in! CWM - Goldman Sachs Ayco Personal Financial Management - Financial Wellness Workforce Management, Vice President - Irvine, CA Location(s) US-CA-Irvine Job ID 2021-71449 Schedule Type Full Time Level Vice President Function(s) Consumer Banking, General Region Americas Division Consumer and Wealth Management Business Unit United Capital Employment Type Employee MORE ABOUT THIS JOB Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. AYCO Ayco, a Goldman Sachs Company 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. RESPONSIBILITIES AND QUALIFICATIONS Goldman Sachs Ayco Financial Wellness, Ayco provides superior one-on-one financial planning and education to a wide variety of clients in areas such as retirement, investing, budgeting, employee benefits, insurance, income taxes, and estate planning completely over the phone via prescheduled appointments and/or inbound calls. We are currently seeking experienced candidates with exceptional management and organizational skills from diverse backgrounds and experiences. The VP of Workforce Management will serve as the functional expert for the tools, systems and software related to scheduling, capacity and the Coaching Contact Center and will be responsible for system maintenance and user training. The VP will forecast and report on business metrics and direct the scheduling process to ensure that the appropriate staffing requirements are met and work with senior leadership to ensure adequate staffing based on capacity forecasting.
Our Impact:

Goldman Sachs Ayco Personal Financial Management 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 across the seven key financial disciplines outlined above. RESPONSIBILITIES

  • --Ensure the business is optimizing coach capacity by analyzing historical trends and future projections to create forecasting, scheduling, and staffing plans and provide management with timely and effective reporting to manage the business.
  • Oversee coach scheduling processes and team responsible for them.
  • Manage systems and software related to the scheduling process and contact center including liaising with vendors, ongoing system maintenance and user training:
    • TimeTrade - Online appointment scheduling tool
    • Amazon Connect - Cloud-based client contact center
    • Verint - Data mining software
    • eMite - Data analytics platform
    • Coordinate and communicate with relevant internal stakeholders (Client Support, Technology & Engineering, ERM, etc.).
    • Create and maintain internal work processes, policies, and procedures related to the scheduling process and contact center. QUALIFICATIONS
      • At least 5 years related experience in logistics and workforce management in a contact center environment and with relevant systems and software
      • Excellent organizational and problem solving skills
      • Strong analytical skills, creative thinking, critical reasoning and intellectual curiosity
      • Strong ability to lead and partner in cross-functional teams
      • Ability to communicate clearly and persuasively both verbally and in writing
      • Awareness of workforce management industry trends and best practices
      • Good working knowledge of Excel and other windows-based programs with the ability to organize data for presentation
      • Ability to work in a fast-paced environment ABOUT GOLDMAN SACHS CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD) The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. ABOUT GOLDMAN SACHS

        At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

        We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at-- GS.com/careers .

        We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https:// www.goldmansachs.com/careers/footer/disability-statement.html

        -- The Goldman Sachs Group, Inc., 2021. All rights reserved.
        Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Options Apply Apply Email a Friend Email a Friend

Keywords: Regional Recreation Corporation of Wood Buffalo, Irvine , CWM - Goldman Sachs Ayco Personal Financial Management - Fin, Executive , Irvine, California

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