Analyst - Financial Planning

1 month ago


Birmingham, United Kingdom Goldman Sachs Group, Inc. Full time

Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering, and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency, and simplicity
Learning and Development Trainer - Analyst
Do you have experience in delivering and designing training across large organisations? We are seeking an experienced and dynamic L&D Trainer to join our Learning and Development team. As an L&D Trainer, you will be responsible for designing, delivering, and evaluating training programs to enhance the knowledge, skills, and performance of our employees. You will play a crucial role in fostering a culture of continuous learning and development within Marcus.
Our division also provides critical operations and user experience design to ensure business flows smoothly when customers come to us. From day one, team members play a vital role in upholding the three customer support principles of customer focus, process innovation and risk management.
Collaborate with business stakeholders and subject matter experts (SMEs)to identify training needs and develop comprehensive learning objectives.
Design and develop engaging and interactive training materials, including presentations, e-learning modules, videos, and job aids, to meet the identified learning needs.
Deliver training programs through various channels, such as classroom sessions, virtual classrooms, webinars, and workshops, ensuring effective knowledge transfer and engagement.
Facilitate training sessions, maintaining a positive and inclusive learning environment, and adapting delivery methods to accommodate different learning styles and participant needs.
Evaluate the effectiveness of training programs through assessments, feedback surveys, and other evaluation methods, and make necessary improvements to enhance training outcomes.
Stay updated on industry trends, best practices, and advancements in learning technologies to continuously enhance the quality and relevance of training programs.
Collaborate with HR and departmental leaders to support the onboarding of new employees and the ongoing development of existing staff members.
Assist in the development and implementation of career development plans and succession planning initiatives.
Maintain training records and reports, tracking training participation, effectiveness, and impact on employee performance.
Exception in role requires frequent travel between Marcus UK offices in Milton Keynes and Birmingham, with occasional travel to London.
Strong understanding of adult learning principles, instructional design methodologies, and training evaluation techniques.
Proficiency in using learning management systems (LMS) and other e-learning platforms.
Strong organizational and time management skills, with the ability to handle multiple projects and deadlines simultaneously.
Analytical mindset with the ability to collect and analyze data to measure training effectiveness and make data-driven decisions.
Proven experience as an L&D Trainer or similar role, with a track record of designing and delivering effective training programs.
Strong understanding of customer service experience and fundamentals of training
Minimum 3 years' experience in a Learning and Development role – delivery and/or design
Product knowledge across Banking and Savings within retail banking 
Proficient in Microsoft PowerPoint and other software to deliver high quality materials
Customer service / Training experience
Bachelor's degree in Human Resources, Education, Psychology, Business Administration, or a related field (Master's degree preferred).
Professional certifications in training, instructional design and/or learning and development
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'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. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
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