CWM, Personal Financial Management - Product Team, ...

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.PFMGoldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients’ needs evolve.Our ImpactThe PFM product team within CWM is a product organization comprising talented and passionate product managers and designers currently building tools and technologies that are transforming the way our financial advisors and customers do business and service their needs. We create advisor led and customer self-directed wealth management capabilities in a scalable, automated and personalized manner and serve as a think tank that ideates and incubates ideas that have a meaningful impact on our client’s financial lives. Why us?Work on some of the most complex technical, product and design challenges in technology and financeLearn from the foremost experts in finance, commerce and technology, who are diverse in their academic, ethnic, and social backgroundsBenefit from ongoing training, development, and mentoring to advance your careerYour ImpactWe are looking for product managers across levels to join our team and help build out advisor led/ customer self-directed capabilities that serve the needs of high net worth customers. Ideal candidate has past experience in a wealth tech environment, understand the high net worth wealth management space, is data driven, resourceful and detail-oriented with prior experience as a product manager on an agile team. The candidate should be a self-starter and comfortable dealing with ambiguity, change and being able to collaborate closely with a diverse set of internal and external stakeholders. This is an opportunity to make an impact in the expanding offerings that Goldman Sachs provides to its client base. In this role, you will join a team committed to customer obsession, operating at a fast pace to improve and extend multiple product lines across our channels. RESPONSIBILITIESOwn and shape up product strategy for our growth, investments and engagement programs Work alongside design, engineering, marketing, legal, compliance, operations and other teams to build delightful, easy-to-use features that help meet customer’s financial, household and lifestyle needsDefine and deliver a compelling business case and product briefCollaborate and communicate with a broad team of cross-functional stakeholders, ensuring all viewpoints are accounted for and that solutions meet all necessary requirements Use data, user research and a test and learn approach to inform decisions and continually optimize products Collaborate with other product managers and designers to ensure cohesiveness of the overall advisor and customer experienceOwn and prioritize a product backlog—using data to make informed tradeoffs between new feature development, platform investment and user issues/feedbackBASIC QUALIFICATIONS8+ years of product management experience in a fast-paced, agile product development environment8+ years’ experience running digital investment product at a financial institution Should have owned and built digital capabilities -product construction, analytics, trading and post trading platforms and products Ability to own and drive product strategy and build compelling business case Demonstrate a high degree of personal accountability, going above and beyond to ensure that products are delivered on time with a high degree of qualityProficient in major design, development and project management applications (i.e., Sketch, Confluence, Jira, etc.)Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarityAbility to work in a highly collaborative environment with heavy emphasis on teamworkExcellent attention to detail and communication / presentation skillsPREFERRED QUALIFICATIONSMBA with 3-8 years’ product management experience in a fast paced, agile product development environmentExperience with high net worth wealth management products and solutions (Investment management, banking, lending, insurance etc.)ABOUT GOLDMAN SACHSAt 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 atGS.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

Created: 2024-10-19