Wealth Management, Private Wealth Management, Product Management, Vice President – Dallas, TX

YOUR IMPACT

As a Product Manager, you will be responsible for helping modernize and reinvent the Wealth Management digital platform.  You will join a team of creative and driven product managers to help build digital solutions to empower the client and advisor relationship. You are passionate about intuitive and user-centric products and enhancing the client and advisor experience. You are comfortable writing requirements, managing project execution, and performing testing 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 ultra-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, clients, and partners 
• Drive the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for engineering development
• Partner with colleagues in Engineering, Design, Operations, and Program Management to deliver user-centric features 
• Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, and Compliance
• Leverage analytics and data to inform the product roadmap
• Parse larger product feature projects into smaller components while understanding dependencies 
• Translate complex problem statements into clear and actionable next steps for impacted groups
• 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
• Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization) 

 

SKILLS & EXPERIENCE 

• Bachelor’s Degree required
• At least 7 years of work experience in product management and/or the financial services sector (ideally in Wealth Management)
• Previous experience developing or managing the development of digital platforms, particularly in the financial services sector
• Product management experience in an agile product development environment
• Excellent verbal and written communication skills with the ability to lead calls and trainings, and adjust content according to the respective audience
• Outstanding analytical and problem-solving skills; ability to synthesize differing requirements 
• Strong attention to detail; strong logical and analytical thinker
• High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and 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
• Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions
• Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders 
• Ability to balance quality work while meeting short deadlines 

 

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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