Product Management, Asset & Wealth Management, Private Wealth Management - Miami / New York Cit[...]
Goldman Sachs Bank AG
Product Management, Asset & Wealth Management, Private Wealth Management - Miami / New York City location_on Miami, FL, United States Who We Are 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. Who We Look For As a product manager, you will be critical to modernizing and reinventing the Wealth Management digital platform. Join a team of creative and driven product managers to help build digital solutions that empower clients and advisors. We’re looking for someone passionate about crafting intuitive and user‑centric products that elevate user experience. Get hands‑on experience across the full product development lifecycle, and learn to write requirements, manage project execution, collaborate with stakeholders, and test the features you bring to market. Leverage your experience in financial services, product management, or engineering to innovate in Wealth Management. How You Will Fulfill Your Potential Develop a strong understanding of the PWM business goals, processes, and players, and collaborate closely with them to drive product requirements and success. 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 support the delivery of user‑centric features. Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, and Compliance. Become familiar with analytics and data used to measure product success and usage. Parse larger product feature projects into smaller components while understanding dependencies. Translate complex problem statements into clear and actionable next steps for impacted groups. Analyze end‑user feedback – helping identify and develop solutions when necessary. Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization). Qualifications 1‑2 years of work experience in product management, engineering, or the financial services sector (preferably in Wealth Management). Ability to quickly pick up new concepts and become a subject matter expert in certain products or processes. 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 identify potential risks, issues, and 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. #J-18808-Ljbffr Goldman Sachs Bank AG
- YOUR IMPACT As a Product Manager, you will be responsible for... ...modernize and reinvent the Wealth Management digital... ...technology, data and design. Private Wealth Management (PWM)... ...services and new opportunities by leveraging... .... Headquartered in New York, we maintain offices around...PrivateAssetWork experience placement
- ...Wealth Management Across Wealth Management,... ...and design. Private Wealth Management... ...inclusive of the full product and service... ...services and new opportunities... ...strategic and tactical asset allocation as... ...in New York, we maintain offices... ...Locations Miami, FL, United States...PrivateAsset
$135k
...Difference You Make The US Wealth Regional Director - SSLLC... ...for increasing advisor productivity, revenue, AUM, net new assets, client acquisition, and... ..., high-net-worth, and private banking client segments.... ...be an experienced sales manager with deep knowledge of the...PrivateAssetHourly payContract workWork experience placementShift work- Wealth Management Across Wealth Management, Goldman Sachs helps empower clients... ..., data and design. Private Wealth Management (PWM) Goldman... ...platform inclusive of the full product and service offerings of Goldman... ...complementary services and new opportunities by leveraging the...PrivateAsset
- ...Associate Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute tax... ...quarterly reviews, and manage clients' requests. Prepare... ...reflecting a client's total assets, liabilities, and net worth... ...Support donor-advised funds, private foundations, and charitable...PrivateAsset
$225k - $275k
...BREIT)Applylocations: New Jersey: San Francisco: Miami: Boston: New... ...largest alternative asset manager. We seek to create... ...vehicles focused on private equity, real estate... ...Unit:** The Private Wealth Public Funds (PWPF)... ...new initiatives and products* Interpret and apply...PrivateAssetLocal areaFlexible hours- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...their goals and the asset allocation needed. This... ...about the various products and platforms (investment... ...opportunities with new and existing clients....PrivateAssetWork at office
- Compliance, Private Wealth Management, Vice President, Miami Miami, FL, United States Job Description Global Compliance... ...; monitors for compliance with new or amended laws, rules and regulations... ...controls Assessing financial product and transaction suitability relating...PrivateWork at office
$40k - $65k
...into sales leadership and wealth management. Income support to get... ...-$ 100,000.00 2 days ago Asset & Wealth Management - Miami - Associate, Client Relationship... ...- FL, Miami (2317) Private Banker (Hunter) & Relationship... ...community knowledge in a new way. Experts add insights...PrivateAssetFull timeTraineeship$138.94k
Join to apply for the Private Wealth Management Wealth Advisor - CPWA, CFP, CFA role at... ...a broad range of wealth products and services including financial planning, asset management, personal trust and... ...the largest and most complex new client relationships and expands...PrivateAssetFull timeFlexible hours$130k - $175k
...s largest alternative asset manager. Blackstone seeks to deliver... ...on real estate, private equity, credit, infrastructure... ...Blackstone Private Wealth to enhance... ...discussing Blackstone products and/or client questions... ...Marketing Blackstone funds to new or existing clients;...PrivateAssetLocal area- AWM, Private Bank, Regional Lending Advisor... ...Vice President - Miami Miami, Florida,... ...Our Impact Across Asset & Wealth Management (AWM) , Goldman Sachs... ...cash‑management products from Goldman... ...evaluate, and execute new lending... ...Headquartered in New York, we maintain offices...PrivateAssetWorldwide
- A leading global investment management firm is seeking a Business Development Professional in Miami to enhance client relationships and drive new business initiatives. The role focuses on collaborating with Private Wealth Advisors, conducting strategic analyses, and developing...Private
- Goldman Sachs is seeking a Product Manager in Miami to modernize the Wealth Management digital platform. The role involves collaborating with teams to develop user-centric solutions and requires a Bachelor's degree with 1-2 years of relevant experience. You will engage...Asset
- ...Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work alongside an advisor... ...treatment to a specific investment product. Assist the team in documenting the... ...in Finance, Accounting, Economics, Management, or related field and two (2) years...AssetFull timeTemporary workWork at office
- A leading global investment firm in Miami is seeking a Product Manager to modernize and reinvent its Wealth Management digital platform. This role requires collaboration with product managers to enhance client experiences and demands strong analytical and problem-solving...Private
- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...to partner with Advisors to provide asset allocation recommendations, capital... ...learn more about Our Purpose and What We Stand for, visit us at Miami, FloridaPrivateAssetFlexible hours
- Goldman Sachs is seeking a Product Manager for its Private Wealth Management digital platform in Miami. You will help modernize and reinvent the PWM experience, writing requirements, collaborating with engineering, design, and operations, and delivering user-centric features...Private
- AP Executive is seeking a seasoned Private Wealth Advisor (PWA) in Miami, Florida. This role entails proactive client acquisition and management of assets, ideally targeting HNW and UHNW individuals. The successful candidate will have a proven track record managing at least...PrivateAsset
- ...Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work alongside an advisor... ...treatment to a specific investment product. Assist the team in documenting the... ...in Finance, Accounting, Economics, Management, or related field and two (2) years...Asset
$115k - $140k
...to apply for the Wealth Advisor role at... ...diversified, global asset and wealth management firm offering a... ...to specialized private and public... ...maintains offices in New York, San Francisco,... ...Portland, and the Miami area. Summary... ...knowledge of investment products, strategies, and...PrivateAssetTemporary workFlexible hours- Goldman Sachs Bank AG is looking for a Product Manager to join their team in Miami or New York City. This role involves modernizing the Wealth Management digital platform and working closely with cross-functional teams to deliver user-centric solutions. The ideal candidate...Private
- Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...opportunity to partner with Advisors to provide asset allocation recommendations, capital... ...with licenses are a plus. Location Miami, Florida EEO Statement AB does not...PrivateAssetFlexible hours
- Senior New Account Onboarding - Wealth Management Senior New Account Onboarding - Wealth Management 2 days ago Be... ...notified about new Wealth Manager jobs in Miami, FL . Miami, FL $40,000.00-$65,000.... ...$70,000.00-$100,000.00 6 days ago Private Banker (Hunter) & Relationship...PrivateFull time
$44k - $46k
...to support a busy and highly successful Private Wealth Management office within one of the most... ...in a professional corporate environment New graduates who have a desire to be in the... ...for “Administrative Assistant” roles. Miami, FL $150,000.00-$180,000.00 1 day ago Davie...PrivateContract workWork experience placementWork at office- Miami, FL, United States Job Information Job Identification... ...a broad investment product and thought leadership... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...source management and new lead generation...Full time
$250k
...review .The Head of Wealth at Work... ...driving significant asset and revenue... ...understanding of wealth management and extensive... ...Wealth at Work products/services and... ...*** Drive net new client balance... ...Family Group:**Private Client Coverage... ...Primary Location:**Miami Florida United...AssetFull time- A large US wealth management firm with offices across most States has exclusively... ...mandated us to hire a seasoned private wealth advisor (PWA) currently managing the assets of UHNW entrepreneurs and... ...farming the acquired AUM within a new team. Core Responsibilities Client...PrivateAssetFor contractorsLocal area
- ...SUMMARY: The Senior Wealth Management Fiduciary Advisor will... ..., financial planning, asset management, and prudent... ...development and identify new opportunities.... ...investment management, private banking, and related wealth... ...and financial products and services needed to...PrivateAsset
- ...experienced professional to manage client processes and drive new business development. The... ...will have 12+ years in private banking or complex financial... ...and deliver comprehensive wealth management strategies, working... ...a dedicated team in Miami, Florida. #J-18808-Ljbffr...Private
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