Asset & Wealth Management, Wealth Investment Solutions (WIS), Investment Product Manager, Vice President, New York

1 month ago


New York NY United States Goldman Sachs Full time
About WIS

The Wealth Investment Solutions (WIS) team within Goldman Sachs Asset Management manages over $375bn in assets across 80,000+ customized portfolios for individual as well as institutional investors across the wealth spectrum
WIS designs and manages personalized investment solutions for individual investment objectives, including tax-managed, factor-based and value aligned strategies across the Equity and Fixed Income asset classes

About the role

The goal of the WIS business is to become the essential solutions provider and partner of choice to wealth advisors across the industry by developing investment products that solve for client needs and help scale the practices of advisors
Areas of focus include tax-aware and risk-managed diversification strategies for concentrated holdings, derivative strategies for risk management and income, tax-aware overlays on active management and total portfolio solutions
As a focal point for one of the division's key priority initiatives, the team operates in an entrepreneurial environment but with the resources of a large organization

As an investment product manager within the WIS business you will be responsible for building new investment strategies as well as refining existing strategies to solve for the evolving needs of individual investors and advisors across wealth segments
As a product manager your role will be to leverage your knowledge of wealth management, financial products, and exceptional product management skills to rapidly develop, launch and refine investment solutions delivered at scale

WIS product managers collaborate across multiple teams and work closely with quantitative researchers, portfolio managers, client portfolio managers, engineers, UX designers, salespeople, digital product managers, operations, controllers, and compliance to deliver new investment strategies to the market

Responsibilities:
  • Inform and drive the "big picture" investment product roadmap, in partnership with portfolio managers and WIS leadership, while also rolling up your sleeves to rapidly execute
  • In partnership with quantitative researchers and portfolio managers, research optimal design for new wealth investment solution concepts
  • Write internal memos for new investment products to align portfolio managers, researchers, engineers, WIS leadership & sales on product rationale and implementation details
  • Develop technical front-to-back specifications and process maps for investment product design
  • Maintain JIRA tickets, specifications, and documentation for each project
  • Drive execution of front-to-back product development roadmap
  • Create a testing plan and validate testing results to ensure smooth rollout of the product
  • Continuously leverage data and customer feedback to identify both problem areas and strategic opportunities for improvement
  • Partner with senior leaders and stakeholders to use quantitative and qualitative data points to drive high quality decision making and make prioritization trade-offs
Qualifications:
  • Technical background, preferably an u ndergraduate and/or graduate Bachelor's degree in mathematics, computer science, financial engineering, or other STEM-related background
  • 5-7 years of experience working as a technical product manager, engineer, portfolio manager or financial analyst in the investment industry
  • Excellent communication skills across verbal, written emails, and PowerPoints (e.g
    visualizations, diagrams, etc.); Ability to succinctly discuss complex investment and/or technical concepts to various stakeholders across the organization
  • Exceptional attention to detail and organizational skills to document specifications and communicate effectively across teams
  • Prudent judgement on risk management, impact to the client experience, and the ability to escalate as needed
  • Willingness to get into nuanced details necessary to drive high-quality decision-making and ensure prudent risk management that can impact the investment experience
  • Proven track record of delivering complex, high-quality investment products at scale
  • Desire to work in a fast-paced environment adhering to strict deadlines and evolving priorities
  • Self-motivated and proactive team player who takes ownership of and accountability for projects
Salary Range
The expected base salary for this New York, New York, United States-based position is $125000-$290000
In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience
A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here



  • New York, NY, United States Goldman Sachs Full time

    GOLDMAN SACHS ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your ownAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment...


  • New York, NY, United States Goldman Sachs Full time

    Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...


  • New York, NY, United States Goldman Sachs Full time

    GOLDMAN SACHS ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your ownAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment...


  • New York, NY, United States Goldman Sachs Full time

    ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performanceAs the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies,...


  • New York, NY, United States Goldman Sachs Full time

    Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...


  • New York, NY, United States Goldman Sachs Full time

    AM Funds & ACMS Tech - Lead Software Engineer What We Do At Goldman Sachs, our Engineers don't just make things - we make things possibleChange the world by connecting people and capital with ideasSolve the most challenging and pressing engineering problems for our clientsJoin our engineering teams that build scalable software and systems, architect low...


  • New York, NY, United States Goldman Sachs Full time

    Software Engineering Lead What We Do At Goldman Sachs, our Engineers don't just make things - we make things possibleChange the world by connecting people and capital with ideasSolve the most challenging and pressing engineering problems for our clientsJoin our engineering teams that build massively scalable software and systems, architect low latency...


  • New York, NY, United States Goldman Sachs Full time

    Asset Management Division, Alternatives Capital Formation, Co-Investment Team - Associate / Analyst About Goldman Sachs: Goldman Sachs Asset Management is one of the world's leading asset managers with over $2 trillion in assets under supervisionAs a primary investment area within Goldman Sachs, we provide investment and advisory services for pension...


  • New York, NY, United States Goldman Sachs Full time

    YOUR IMPACT The PWM Digital Transformation team identifies and advances commercial opportunities related to emerging technologies with a focus on client and investment content, as well as internal implementation strategyThe role will focus on providing content and actionable investment ideas for clients interested in investing in emerging tech trends such...


  • New York, NY, United States Goldman Sachs Full time

    Asset & Wealth Management- Quantitative Engineer, Private Strats: New York Asset and Wealth Management Division - Engineering Goldman Sachs Quantitative Engineering is a leading developer of quantitative models and cutting edge systems to solve complex business problemsWorking with the firm's trading, operations, finance, sales, banking and investing...


  • New York, NY, United States Goldman Sachs Full time

    Asset & Wealth Management -Analyst Quantitative Strategist in PWM Portfolio Management Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methodsAs a member of our team, you will use your training in mathematics, programming, and logical thinking to construct quantitative models...

  • Asset Management

    2 weeks ago


    New York, NY, United States JP Morgan Chase Full time

    J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management....

  • Asset Management

    2 weeks ago


    New York, NY, United States JP Morgan Chase Full time

    The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a...


  • New York, NY, United States iCapital Network Full time

    iCapital is looking to hire Vice President or Senior Vice President to join the Enterprise Solutions Structured Investment team. The ideal candidate will prospect new clients within the Wealth Management industry, specifically targeting Registered Investment Advisors (RIAs), maintaining ongoing relationships with current clients, and provide support to the...


  • New York, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Wealth Management & Investment Solutions (WMIS) business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. WMIS covers all aspects of the Wealth Management coverage including the Private Bank, J.P. Morgan...


  • New York, NY, United States Goldman Sachs Full time

    Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your ownAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...


  • New York, NY, United States Goldman Sachs Full time

    aASSET MANAGEMENT A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your ownAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating...


  • New York, NY, United States Goldman Sachs Full time

    A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your ownAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with...


  • New York, NY, United States Goldman Sachs Full time

    OUR IMPACT Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managersGSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographiesWe help our clients navigate today's dynamic markets, and identify the opportunities that shape...


  • New York, NY, United States Goldman Sachs Full time

    Asset & Wealth Management: A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your ownAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...