Product Lead, Client Service Platforms - Asset Management
Goldman Sachs
A leading asset management firm in Dallas is seeking a Head of Product for Client Service Platforms. The role involves defining product strategy and features for core client service platforms, leading cross-functional teams, and engaging closely with stakeholders. Candidates should have over 15 years of experience in product management within financial services, demonstrating strong leadership and a client-centric approach. This position offers an opportunity to significantly influence the client service technology ecosystem while fostering diversity and inclusion within the firm. #J-18808-Ljbffr Goldman Sachs
- ## Product Marketing Lead - Corporate & Investment BankApplylocations... ...works for our clients, with highly... ...Institutional Services, Capital Markets,... ...Banking platform. Reporting to the... ...Product Marketing Manager, this role partners... ...impactful marketing assets that support business...PlatformAssetImmediate startDay shift
- ...relationships. Greysteel is a leading advisor for private... ...Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including... ...investment activities, from asset dispositions to... ...transaction management team.Key ResponsibilitiesLeverage...PlatformAssetWork experience placement
- The client is seeking a Senior Wealth Manager to build and grow their book of business... ...operations, client services, and in house... ...and collaborate with product development teams... ...advisor technology platform. Must-Have Qualifications... ...with $1M+ in assets. Depth of...PlatformAsset
- ...Bernstein Private Wealth Management is a premier... ...ultra‑high‑net‑worth clients. As an industry leader... ...Associates are client service professionals who exhibit... ...Private Wealth Management Platform. This is an exciting and... ...Advisors to provide asset allocation recommendations...PlatformAsset
$130k - $165k
...Founded in 2017, our platform provides advanced... ...insights, and portfolio management tools that empower our clients to make faster and... ..., hedge funds, asset managers, insurance... ...Valitana is seeking a Product Manager to serve as... ..., and Client Services, Project, and Development...PlatformAssetWork at officeRemote work$90k - $170k
...Fund Accounting Manager Gen II Fund Services, a leading tech-enabled Private Equity Fund... ...industry's most respected platforms. Your leadership will... ...of technical excellence, client service, and operational... ...Administering over $1T in assets Servicing nearly every...PlatformAssetWork at officeRemote work3 days per week- ...Bernstein Private Wealth Management is a premier... ...ultra-high-net-worth clients. As an industry leader... ...Associates are client service professionals who exhibit... ...Private Wealth Management Platform. This is an exciting and... ...Advisors to provide asset allocation recommendations...PlatformAssetFlexible hours
- ...than $700 billion in assets under... ...thinking investment managers - across private equity... ...Our proprietary platform, enhanced by machine... ...automation, gives clients real-time insights... ...offer award-winning service through our team-based... ...~ Strong systems, product and process...PlatformAssetWork at officeRemote workFlexible hours
$155k - $167k
...comprehensive suite of services and products is uniquely tailored to each client, from owners to... .... Combining the platform’s global reach... ...Summary: The Project Management Director serves... ...all industries, asset types and levels... ...develop industry leading analytical and problem...PlatformAssetTemporary workLocal area- ...transfer agent relationships, and client service activities for alternative... ...support and relationship management. Key Responsibilities... ...custodians, broker-dealers, or asset management firms. Advanced Microsoft... ...Salesforce or other CRM platforms preferred. DTCC and AIP...PlatformAsset
$100k - $140k
...Senior Manager – Management Company Accounting (Private... ...Full‑time Department: Client Services Type of Hire: Permanent We’re a leading Investor Services group... ...jurisdictions and have assets under administration (AUA... ...a global data platform and innovative proprietary...PlatformAssetPermanent employmentFull timeWork at officeWorldwide- Goldman Sachs Asset Management As one of the world’s leading asset managers, our mission is to help our clients achieve their investment goals. To... ...solutions on a global, multi‑product platform. In addition to... ...Head of Product for Client Service Platforms, you will shape...PlatformAsset
- The Operations Manager oversees all B/... ...maintenance, and servicing, ensuring... ...operations and client experience, implements... ...Manager leads staff for optimal... ...department on Prospera platforms Process... ...guarantee, and asset movement. Responsible... ...systems, products, and issues Preparation...PlatformAssetWork at office
$24 - $28 per hour
...Overview Account Manager – Property & Casualty Location : Hybrid... ...helps businesses protect their assets, manage risk, and plan... ...will support risk strategy, client service excellence, and operational... ...Sagitta ImageRight or similar platforms Ensure compliance with underwriting...PlatformAssetHourly payWork at officeLocal areaFlexible hours- ...Private Wealth Management (PWM) Goldman Sachs Private Wealth... ...work one-on-one with clients to advise and deliver customized... ...unparalleled investment platform inclusive of the full product and service offerings of Goldman... ...in 1869, we are a leading global investment banking...PlatformAsset
$120k - $130k
...Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses... .... SCS puts clients’ interests first and... ...financial planning, multi-asset class portfolio... ...technology platform. SCS manages over... ...highest level of client service, professionalism,...PlatformAssetWork at office$90k - $130k
...Relationship Manager Dalls, TX... ...building an AI platform for wealth professionals... ...for their clients. We're looking... ...drive net new assets, expand share of... ...segments, service model, and technology... ..., Service and Product to proactively... ...conversations, and lead executive-level...PlatformAssetWork at officeImmediate startHome office- ...with a passion for client service, the desire to work... ...the box? Our Wealth Management Professionals (WMP)... ...and customers, and leading‑edge technology,... ...unparalleled investment platform inclusive of the full product and service... ...our clients Oversee asset movements, portfolio...PlatformAssetWork at office
- ...Job Title Prime Services Analyst /... ...clearing, and risk management solutions to hedge... ...professionals at these clients managing client... ...delivering cross-asset solutions, and... ...combining technical product exposure with... ...facing roles within a leading global platform. As an Analyst /...PlatformAsset
$90k - $130k
Gen II Fund Services, a leading tech-enabled Private Equity Fund... ...'s most respected platforms. Your leadership will... ...technical excellence, client service, and... ...closely with the Director/ Managing Director managing daily... ...Administering over $1T in assets Servicing nearly...PlatformAssetWork at officeRemote work3 days per week- ...Transaction Banking within the Platform Solutions Division. We... ...of treasury and cash management products to our corporate client base. Transaction Banking... ...preserve and enhance the firm's assets and reputation. For every... ...of the local Client Services function and team. The...PlatformAssetWork at officeLocal area
$110k - $140k
...Customer Success Manager - Asset Management Join to... ...the Responsive platform to manage business... ...with Responsive’s clients in Asset... ...consultant relations, product, and compliance teams... ...organization. Lead enablement on AI... ...and Professional Services. Identify key customers...PlatformAssetContract workWork at officeRemote work$180k - $185k
...respected financial services organizations? Our client is a globally recognized... ...administration and asset servicing solutions,... ...investment managers in the industry. With... ...Fund Accounting to lead high-performing teams... ...private equity accounting platforms is highly desirable...PlatformAssetWork at office3 days per week$200k
...develop and deepen client relationships... ...wealth management strategies. Private... ...(solutions and services) in an intensely... ...annually in core product areas:... ...Prospecting – generate leads and develop prospects... ...clients and assets, by driving... ...product systems, platforms, tools and...PlatformAssetFull time- Asset Management Public-Fund Services - Public-Dallas-Associate Job Description... ...solutions and lead change across the operational... ...functional areas, Client Operations,... ...Facilitating new business and product expansion via... ...launches. Ongoing platform maintenance via co-ordination...PlatformAssetFull timeWork at office
- About Goldman Sachs Asset & Wealth Management A career with... ...to help clients across the globe... ...of the world's leading asset managers,... ...investment and advisory services for pension plans... ...managed account platform. As a Vice President... ...manage complex product events, and...PlatformAsset
- ...Client Onboarding New Account Approver... ...clients. We are a leading global financial services firm providing... ...and investment management services to a substantial... ...trading, and asset management... ...agreed, every new product launched, every... ...leveraging the firm's platforms to continually...PlatformAsset
$95.4k - $180.4k
...We are the leading provider of professional services to the middle market globally... ..., empowering our clients and people to realize... ...challenges in managing, safeguarding, and... ...strategy within the asset management, private... ...office technology platforms (e.g., Sage Intacct...PlatformAssetTemporary workWork experience placementInternshipWork at officeLocal area$15 per hour
...creation. Our clients worldwide benefit... ...with leading technology providers... ...executive Client Services Partner to... ...of information assets, malware protection... ...pipeline management, forecasting,... ...delivery, and product leadership to... ...leveraging modern data platforms, cloud...PlatformAssetLocal areaRemote workWorldwideWork visa- ...their digital assets, and their future... ..., receive, and manage stablecoins, so... ...-grade platform is driving mainstream... ...ownership of the client experience.... ...from MoonPay's products. This role demands... ...improvements. · Lead and scale the... ...enhancing self-service capabilities and...PlatformAssetWork at officeRemote workWorldwideHome office
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