Asset & Wealth Management
Across Asset and Wealth Management (AWM), 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.
Private Wealth Management
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
YOUR IMPACT
As an Onboarding Product Manager, you will be responsible for helping to drive a front to back overhaul and digitization of the PWM account opening process. Specifically, you will support the product development process with a focus on creating a modern, digital onboarding platform for global use. You will focus on client-centricity by understanding what data is required for onboarding and how to translate that into client friendly experiences via digital questionnaires and paper. You will improve internal efficiencies by understanding how PWM Teams onboard clients today and building better, more streamlined experiences in our internal onboarding platform.
OUR IMPACT
The Private Wealth Management (PWM) business secures, develops and manages relationships with ultra-high net worth individuals, as well as their families, family offices, foundations and investment vehicles. With an increased emphasis on a digital experience, while maintaining a customized, white glove level of service, PWM is looking to implement a first in-class onboarding experience to swiftly establish the client relationship and create a positive first impression and experience with PWM to build good will and enhance client connectivity with the firm.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Support and develop product strategy and roadmap with our team, customers and partners
- Assist in the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for technology development
- Partner with colleagues in engineering, design, operations and program management to allow for seamless execution
- Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, Compliance, Operations and Engineering
- Monitor competitive best practices and analyze end-user feedback – identifying and developing solutions when necessary
- Engage with partner vendors to ensure they address product needs
- Leverage analytics and data to inform the product roadmap
- Influence the direction of the product roadmap through deep analytic perspectives
- Parse larger product feature projects into smaller components while understanding dependencies
- Document and communicate operational workflows
- Translate complex requirements into clear actionable next steps for impacted groups
- Understand, document, and improve existing processes in order to maximize efficiency in constantly evolving environments
- Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization)
QUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR:
- 3-5 years of work experience in the Financial Services sector, ideally with product management experience in an agile product development environment; wealth management experience ideal but not required
- Excellent writing and communication skills and a desire to work in a team-oriented environment
- Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
- Strong attention to detail; strong logical thinker
- Demonstrate a high degree of personal accountability, going above and beyond to ensure that products are delivered on time with a high degree of quality
- Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
- Commitment to excellence and a high level of integrity
- Self-motivated, comfortable following direction, and able to balance quality work while meeting short deadlines
- Passion for intuitive and user centric designed product experiences
- Aptitude for writing specs, managing project execution, performing user testing, and being laser focused on metrics for the features you bring to market.
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.
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