CWM - PWM - Digital Product, Advisory Desktop Platform & Strategy - Associate - New York

Location(s) US-NY-New York
Job ID
Schedule Type
Full Time
Investment Management, Private Wealth Management
Consumer and Wealth Management
Business Unit
PWM Product Management
Employment Type


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.



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.






As a Product Manager, you will be responsible for helping re-invent how financial services are distributed and consumed. You will join a team of creative and driven product managers to help build universally accessible financial solutions that are simple and transparent. You are passionate about intuitive and user centric designed product experiences, across internal and external platforms. You are comfortable writing specs, managing project execution, performing user testing, and being laser focused on metrics for the features you bring to market.




The Private Wealth Management (PWM) business secures, develops and manages relationships with ultra-high net worth individuals, as well as their families, family offices, foundations and investment vehicles. With an increased emphasis on a digital experience, while maintaining a customized, white glove level of service, PWM is looking to implement a first in-class online onboarding experience to swiftly establish the client relationship and create a positive first impression and experience with PWM to build good will and enhance client connectivity with the firm.  




Our PWM Advisor Experience Product team is looking for a Vice-President Product Manager to assist with a front to back overhaul of the internal Advisor platform. Specifically, you will support the product development process with a focus on creating a unified digital investment and relationship platform containing the necessary tools for Advisors, including Client Overview/Accounts, Portfolio Management, Analysis, and Trading.


  • Industry experience in developing or enhancing an advisor platform tool
  • Define, update, and execute the product roadmap, constantly incorporating enhancements based on competitive analysis and in partnership with customers, senior stakeholders, Legal and Compliance
  • Assist in the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for technology development
  • Influence the direction of the product roadmap through deep analytic perspectives
  • Parse larger product features into smaller components while understanding dependencies
  • Translate complex requirements into clear actionable next steps for impacted groups
  • Understand, document, and improve existing processes in order to maximize efficiency in constantly evolving environments
  • Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization)
  • Develop a deep understanding of regulatory requirements and business structure in each region
  • Seek to harmonize and simplify requirements across regions and business lines to the extent feasible to minimize unnecessary complication and technology effort
  • Support the agile delivery process by being a critical part of the product development team (writing user stories, providing direction during grooming calls, testing acceptance criteria, and supporting key agile ceremonies)
  • Track key performance indicators and provide actionable insights to continuously improve product's performance and profitability





  • Minimum of 5 years of work experience in Product Management, ideally focused on Advisor tools
  • Proven track record of defining and executing key analyses that generate actionable insights with minimal supervision
  • Strong verbal and written communication skills and ability to work with senior stakeholders
  • Belief in data-driven decision making
  • Collaborative, open to critique with a curiosity to learn from diverse perspectives
  • Self-motivated, comfortable following direction, and able to balance quality work while meeting short deadlines
  • Strong interpersonal skills
  • Experience or interest in the financial (or related) industry
  • Exceptional follow-through and attention to detail
  • Proven track record of exceptional judgment and integrity
  • Excellent writing and communication skills and a desire to work in a team-oriented environment
  • Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
  • Strong attention to detail; strong logical thinker
  • Ability to make sound decisions in a fast paced environment, multi-task and work to deadlines under senior pressure
  • Comfort with negotiating and implementing complex legal and regulatory issues



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.

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