Asset & Wealth Management, Private Wealth Management, Maintenance Workflows Product Management, Associate - Dallas

YOUR IMPACT

As a Maintenance Workflows Product Manager, you will be responsible for helping re-invent how the wealth management data maintenance process functions. You will join a team of creative and driven product managers to help build digital solutions to empower the client and advisor relationship and streamline common activities digitally. You are passionate about intuitive and user-centric designed product experiences and enhancing the client and advisor experience. You are comfortable writing specs, managing project execution, performing user testing, and being laser focused on metrics for the features you bring to market. 

OUR IMPACT 

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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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.

Private Wealth Management (PWM)

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.

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Demonstrate a strong understanding of the PWM business goals, processes, and players, and collaborate closely with them to drive product requirements and success 
• 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
• Prepare presentation materials and lead presentations to socialize concepts, plans and achieve stakeholder alignment
• 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
• 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 and 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) 
• Collaborate with stakeholders across the firm to understand their needs, challenges, and opportunities, and build strong relationships with them
• Apply your problem-solving skills to create a plan to solve gaps and shape the future of how PWM services its clients   

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s Degree required
• 3-5 years of work experience in product management 
• Previous experience in developing digital operational efficiency initiatives underlying multiple-persona user experiences
• Product management experience in an agile product development environment; wealth management experience ideal but not required
• Excellent verbal and written communication skills with the ability to lead working group calls and training calls, and adjust content according to the respective audience, and a desire to work in a team-orient