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Goldman Sachs & Co. CWMD - PWM - Digital Product Manager - Analyst/Associate - Dallas, TX in Dallas, Texas



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.



The Wealth Management Digital Strategy Team is developing technology to enhance the advisor / client relationship by digitally delivering our investment capabilities and premium service offering to our clients in a manner that delights them. We design and build tools that are transforming the client experience and extending our services to new client segments. We are a product driven team, composed of talented and passionate product managers, designers, and engineers working to change the landscape of wealth management.


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 both web and mobile 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 selected product manager will support the Client Communications product and help lead a strategic global initiative focused on expanding our e-signature platform for clients. In this role, you will be responsible for the following:

  • Support product strategy and roadmap with our team, customers and partners

  • Assist in the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for technology development

  • Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, Compliance, Operations and Engineering

  • Engage with partner vendors to ensure they address product needs

  • Influence the direction of the product roadmap through deep analytic perspectives

  • Parse larger product feature projects into smaller components while understanding dependencies

  • Document and communicate operational workflows

  • 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)


Basic Qualifications

  • 1-3 years of product management, financial service operations or digital design experience in consumer technology with proven skill in building highly engaging products and experiences

  • 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

  • Strong background in analytics

  • Proven track record of exceptional judgment and integrity

Preferred Qualifications

  • Persistent: willing to compete for stakeholder attention

  • Driven: aggressive team and business builder with compassion

  • Comfortable in the fast lane: Experience with driving rapid team and product growth

  • Brave: Ability to weather bumps in exploring aggressive change

  • Results Driven: Tangible goal oriented in leadership and management style

  • Mission Driven: Must be a strong believer in the team and mission

  • Organized: Must enjoy implementing organizing team/ task infrastructure and best practices

  • Positive motivational leader: Upbeat tempo setter and top team cheerleader with a sense of urgency

  • Forward thinking: Anticipation of organizational needs for efficiency

  • Excellent listener: Must place a premium on the ideas of others

  • Inclusive Culture: Considerate to the cultural differences of team and a diverse user-base


  • Work on some of the most complex technical and design challenges in technology and finance

  • Learn from the foremost experts in finance, technology, and math who are diverse in their academic, ethnic, and social backgrounds

  • Benefit from ongoing training, development, and mentoring to advance in your career


ABOUT GOLDMAN SACHSAt 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’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

© The Goldman Sachs Group, Inc., 2021. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity


Job ID2021-72346

Schedule TypeFull Time


Function(s)Investment Management, Private Wealth Management


DivisionConsumer and Wealth Management

Business UnitPWM Product Management

Employment TypeEmployee