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
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...inclusive of the full product and service offerings... ...complementary services and new opportunities by... ...strategic and tactical asset allocation as well as... ..., 05:19 PM Locations Miami, FL, United States Goldman...PrivateAsset
- ...Sachs & Co. LLC in Miami, Florida. Work one... ...comprehensive wealth management plans for ultra-high... ...inclusive of the full product and service... ...philanthropic planning and private banking and... ...encompasses all global asset classes, including... ...and develop new business opportunities...PrivateAssetLocal area
- ...Sachs & Co. LLC in Miami, Florida. Create comprehensive wealth management plans for ultra-... ...encompasses all global asset classes, including... ..., real estate, private equity and bank... ...source and develop new business opportunities... ...of the full product and service offerings...PrivateAssetFull timeTemporary workWork at officeLocal area
- ...as source and develop new business opportunities... ...encompasses all global asset classes, including... ...hedge funds, real estate, private equity and bank... ...Create comprehensive wealth management plans for ultra-high net... ...inclusive of the full product and service offerings...PrivateAsset
$250k
...Function Group Manager is a senior leadership... ...growth in assets and revenues by... ..., capture new opportunities,... ...is part of the Wealth at Work leadership... ...Wealth at Work products and services, effectively... ...management, private banking, or... ...Location: Miami Florida United...PrivateAssetFull time$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
..., please review .## Wealth Relationship Manager - Miami Center Hub (Multilingual... ...*Job Family Group:**Private Client Coverage-----... ...the development of new techniques and the... ...a wide range of products, services and tools... ...Citigroup, its clients and assets, by driving...AssetFull timeWork at office- ...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
$220k - $230k
Business Group: Blackstone Private Wealth Business Group... ...demand for Blackstone products from high-net-worth investors... ...banks and wealth management firms as well as family... ..., Wirehouses, Asset Managers, and other leading... ...originating and developing new strategic business...PrivateAssetLocal area$130k - $175k
## Blackstone Private Wealth - Client Services, AssociateApplylocations... ...world’s largest alternative asset manager. Blackstone seeks to deliver... ...growing demand for Blackstone products from high-net worth... ...Marketing Blackstone funds to new or existing clients;* Supervising...PrivateAssetLocal area$220k - $230k
...Institute seeks a Vice President for Blackstone Private Wealth based in Miami, Florida. The role involves managing relationships with financial institutions and leading... ...'s degree in Finance, extensive experience in asset management, and relevant licenses such as FINRA 6...PrivateAsset- 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
- ...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
- 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
- ...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
- 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
$116.25k
...You Make The Director, HNW Wealth Planner provides advanced financial... ...advisors, relationship managers, and product teams to deliver customized... ...obligations, and cross‑border asset structures. Evaluate tax... ...planning, tax advisory, or private wealth experience. Strong understanding...PrivateAssetHourly payContract workWork experience placementWork at officeShift work- 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
$116.25k - $210k
## Director, HNW Wealth PlannerApplylocations: Miamitime type:... ...financial advisors, relationship managers, and product teams to deliver customized... ...incorporating strategic asset allocation, tax-aware portfolio... ...(e.g., donor-advised funds, private foundations), and estate...PrivateAssetHourly payContract workWork experience placementWork at officeShift work$120k - $250k
...At Guerra Wealth Advisors , we’re on... ...holistic wealth management. With over three... ...of financial products, investment vehicles... ...learning new systems, software... ...client base and assets under... ...role based in Miami, FL (office and... ...Team providing private, invitation‑only...PrivateAssetBase plus commissionFull timeWork at officeAfternoon shiftWeekday work- ...responsible for developing new custom credit... ...with strategic wealth clients, driving funded... ...profitable manner, managing a portfolio of... ...Underwriting, Risk, Product Subject Matter Experts... ...responsibility for Private Bank custom lending... ...• Maintains asset quality within the...PrivateAssetWork at officeFlexible hoursShift workDay shift
- ...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
- Director of FP&A - Wealth Management & Commercial Strategy page is loaded##... ...Commercial Strategylocations: US-FL-Miami-830 Brickell-4800time type:... ..., client portfolio analysis, asset allocation, risk profiling)... ....Corient refers to the #J-18808-Ljbffr Corient Private Wealth LLC.PrivateAssetPermanent employmentTemporary workWork at officeFlexible hours
- 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...PrivateAsset
$120k
## Senior Wealth Advisor SAFE ActApplylocations: Miami Florida United Statestime type... ...the United States.* Manage accounts of high net... ...strategies with the Private Bankers.* Conduct sophisticated... ...) permits acquiring new private client... ...the growth of the asset base.* Appropriately...PrivateAssetFull time- Our client, a growing wealth management organization, is seeking an experienced Product Manager to support the development... ...enhancements, and new product initiatives.... ...advisor teams to drive asset growth and retention.... ...within wealth management, private banking, RIA, or...PrivateAsset
$70k
Overview The Senior Wealth Advisor SAFE Act is... ...the United States. Manage accounts of high... ...strategies with the Private Bankers. Conduct sophisticated... ...permits acquiring new private client... ...the growth of the asset base. Appropriately... ...Primary Location: Miami, Florida, United...PrivateAssetFull timeWork at office$70k
Overview The Senior Wealth Advisor SAFE Act is... ...the development of new techniques and the... ...bank and brokerage assets. Deepen relationships... ...referral leads. Manage client follow-up and... ...Job Family Group: Private Client Coverage ---... ...Primary Location: Miami, Florida, United States...AssetFull timeWork at office- ## Manager of Tax Services- Private WealthApplylocations: Miami: West Palm Beach: Boca Raton: Fort Lauderdaletime type: Full... ...longstanding presence in South Florida and New York. BPB has earned a strong... ...Overview:As a **Manager in Wealth Tax - Trusts & Estates**, you will...PrivateWork at officeLocal areaWorldwide
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