Asset & Wealth Management, Private Wealth Management, Onboarding Product Management, Associate [...]
Goldman Sachs, Inc.
Job Description YOUR IMPACT As an Onboarding Product Manager, you will be responsible for helping re-invent and modernize how wealth management onboards new clients in an efficient, digital manner. You will join a team of creative and driven product managers to help build digital solutions to allow for seamless client onboarding, providing a best-in-class experience while gathering the data and information required for clients to open and maintain accounts. You are passionate about intuitive and user-centric designed 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 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 Develop a deep understanding of account opening regulatory requirements Understand, document, and improve existing account opening processes to maximize efficiency and automation 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 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 product management and the financial services sector Experience in an agile product development environment and/or wealth management ideal but not required Excellent verbal and written communication skills with the ability to lead calls and trainings 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. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this New York, New York, United States-based position is $85,000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. #J-18808-Ljbffr Goldman Sachs, Inc.
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