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
- 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
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients... ...data and design.Private Wealth... ...inclusive of the full product and service offerings... ...services and new opportunities by... ...and tactical asset allocation as well... ...in New York, we maintain offices...PrivateAsset
- ...wide compliance risk management program. As an... ...for compliance with new or amended laws,... ...This supports the Private Wealth Management Business... ...based out of our Miami office. As part of... ...Assessing financial product and transaction... ...Headquartered in New York, we maintain...PrivateWork at office
$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$72.88k - $109.32k
The Wealth Relationship Mgmt. (Branch... ...development of new techniques and... ...wide range of products, services and tools... ..., Relationship Manager, etc.) Organize... ...clients and assets, by driving compliance... ...Family Group: Private Client Coverage... ...Location: Miami Florida United...AssetFull timeWork at office- ...wide compliance risk management program. As an... ...for compliance with new or amended laws,... ...This supports the Private Wealth Management Business... ...based out of our Miami office. As part of... ...controlsAssessing financial product and transaction... ...in New York, we maintain offices...PrivateWork at office
- ...dynamic Vice President of Private Wealth Sales who is bilingual... ...wealth channels. Manage and grow a sales territory... ...for immediate production. What You Need 7+ years... ...community. Support for new parents and families.... ...approximately $1.0 trillion in assets. The firm values...PrivateAssetImmediate start
- ...registered with the SEC—N10° Wealth, an exclusive planning... ...service, and N10° Assets, a creator of wholesale managed investment products. The two firms operate... ...seeking a talented, proven Private Wealth Advisor with an established... ...and cultivating new business development...PrivateAssetWork at officeLocal areaFlexible hours
- Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion, built on the belief that wealth management should be about alignment, not just returns. Through... ...family office clients at an RIA, private bank, family office, or wealth...PrivateAssetWork at office
$158.4k - $237.6k
## Citi Wealth - Wealth Advisor - Senior Vice PresidentApply: Hybrid: Miami Florida United States: Full time:... ...lawyers, accountants, asset managers and management professionals... ...wealth planning, and private banking services to... ...internal partners, product experts, and...PrivateAssetFull time$100k - $130k
...s largest alternative asset manager. Blackstone seeks to deliver... ...on real estate, private equity, credit, infrastructure... .... Blackstone Private Wealth was established to... ...demand for Blackstone products from high-net worth... ...Wealth expansion including new geographic markets and...PrivateAssetLocal area$130k - $175k
...s largest alternative asset manager. Blackstone seeks to deliver... ...on real estate, private equity, credit, infrastructure... .... Blackstone Private Wealth was established to... ...demand for Blackstone products from high-net worth... ...Blackstone funds to new or existing clients;...PrivateAssetLocal area- ## Vice President, Private Wealth Sales (Bilignual - Spanish/English)... ...and have $1.0 trillion in assets under management and supervision, composed of... ...construction guidance, and investment product solutions to Financial... ...the sales process for new prospects uncovered in the...PrivateAssetImmediate start
- Gamma Asset Management LLC in Miami, FL is seeking a Business Development Specialist to support our advisors by generating and qualifying new meetings through structured outbound outreach. You will... ...business owners in a fiduciary wealth management environment. You will...Asset
- 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
- JPMorganChase in Miami seeks a Private Banker Associate to support... ...Banker in all facets of managing their books of business. You will help with new client acquisition and... ...experience with wealth management solutions.... ...portfolio needs across asset classes and planning tools...PrivateAsset
- Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors. You will lead end-to-end wealth solutions, coordinate with Relationship...PrivateAsset
$176.25k - $250k
...s largest alternative asset manager. Blackstone seeks to deliver... ...on real estate, private equity, credit, infrastructure... ...’s businesses and new growth initiatives.... ...for our Private Wealth Technology team, who has... ...discussing Blackstone products and/or and client questions...PrivateAssetLocal areaFlexible 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
- 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
$200k - $225k
...largest alternative asset manager. Blackstone seeks... ...on real estate, private equity, credit, infrastructure... ...’s businesses and new growth initiatives... ...Private Wealth (BXPW) Technology... ...development of innovative products that support... ...: New York; MiamiType: Full timePrivateAssetFull timeLocal area$135.15k - $192.37k
...safeguard and protect private and personally identifiable... ...Regions, the Private Wealth Management Advisor develops and... ...broad range of wealth products and services including financial planning, asset management, personal... ...company.SummaryLocation: Miami, FL - Ponce De Leon...PrivateAssetFull timeFlexible hours- ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...interested in a dwelling secured product to a SAFE team member. This... ...of portfolio construction, asset allocation, investment... ...: CHARLOTTE, NC; MIAMI, FL; ATLANTA, GA; PALM BEACH...PrivateAssetFull timeWork experience placementWork at office
$80k - $110k
Senior Analyst / Associate, Wealth Management Minimum Experience: 2+ years... ...multi-family office based in Miami, Florida. Founded in 1998,... ...manages more than $1.7 billion in assets and provides customized... ...office, investment management, private banking, investment...PrivateAssetWork at officeWork from home$100k - $130k
...s largest alternative asset manager. Blackstone seeks to deliver... ...on real estate, private equity, credit, infrastructure... .... Blackstone Private Wealth was established to... ...demand for Blackstone products from high-net worth... ...Wealth expansion including new geographic markets and...PrivateAssetFull timeLocal area- ...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
$120k - $250k
...Meet Guerra Wealth Advisors At Guerra... ...financial plans, manage portfolios, and implement... ...proven history of production and relationship-... ...Banking & Private Banking Real Estate... ...client base and assets under management through... ...role based in Miami, FL (office and...PrivateAssetFull timeWork at officeAfternoon shiftWeekday work- Blackstone seeks a detail‑oriented professional to manage advisor and investor queries for Drawdown funds across asset classes. The role coordinates due... ..., and investor reporting while supporting Private Wealth expansion into new markets. Ideal candidates have a Bachelor’...PrivateAsset
- Overview Dynamic, fast growing multi-billion AUM Wealth Management Firm has partnered with a Premier International Private Bank to serve as the wealth and investment... ...including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement...PrivateAsset
- Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients... ...opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio...PrivateAssetFlexible hours
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