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Asset & Wealth Management, Private Wealth Management, Product Management, Advisors Platform Team, Associate - Dallas

The Goldman Sachs Group
United States, Texas, Dallas
May 19, 2025

YOUR IMPACT

As a Product Manager focused on Advisor Platform, you will be responsible for helping to integrate a suite of internal applications to create a seamless, digital experience for PWM teams globally. You will partner closely with key stakeholders across Sales, Engineering, Operations, Compliance, and more to deliver and enhance portfolio management, analysis, and reporting tools. You will join a team of driven product managers to create thoughtful solutions and shape product strategies to provide a best in class advisor experience. You are passionate about developing intuitive, user-centric products, and 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 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



  • 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)


SKILLS & EXPERIENCE WE'RE LOOKING FOR



  • Bachelor's Degree required
  • 3-5 years of work experience in the Financial Services sector, ideally in Wealth Management. Product management experience preferred.
  • Strong verbal and written communication skills.
  • Outstanding analytical and problem-solving skills with high attention to detail.
  • Aptitude for logically breaking down complex problems and processes to drive solutions.
  • Self-motivated with the ability to multi-task and work with numerous colleagues and teams across the Firm.


Commitment to excellence and a high level of integrity.

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.

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 opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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