CWM – Goldman Sachs Ayco Personal Financial Management

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Careers Center CWM – Goldman Sachs Ayco Personal Financial Management – Workforce Management, Vice President – Irvine, CA in Los Angeles, California | Careers at 0507 027 A607 1111|Consumer and Investment Management Division|Wealth|Ayco – Foundational Counseling|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 – Workforce Management, Vice President – Irvine, CA

Location(s) US-CA-Los Angeles Job ID 2021-71795 Schedule Type Full Time Level Vice President Function(s) General Region Americas Division Consumer and Wealth Management Business Unit Ayco – Foundational Counseling Employment Type Employee

MORE ABOUT THIS JOB

ABOUT THIS JOB

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 AND QUALIFICATIONS

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

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

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