Asset & Wealth Management, Private Wealth Management, Digital Transformation Team, Analyst - New York

3 weeks ago


New York, 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 strategy. The role will focus on providing content and actionable investment ideas for clients interested in investing in emerging tech trends such as Artificial Intelligence (AI) and Digital Assets, as well as how deploying these technologies can turbocharge the Wealth Management business. 

OUR IMPACT 

Wealth Management

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 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.

PWM Digital Transformation Team

The PWM Digital Transformation team works to identify and advance commercial opportunities linked to emerging technologies. 

HOW YOU WILL FULFILL YOUR POTENTIAL 

Assist in the creation, distribution and review of internal and external materials.  Drive, engage and help plan advisor and client-facing educational content and activities. Serve as a content specialist for advisors and clients across the globe. Managing and tracking of client and advisor requests. Identifying innovative AI use cases within the organization and facilitate the governance process around use cases.  Coordinating the development, release and access management for new tools, including communication materials, training, demos and gathering feedback. Collaborating with internal teams across divisions. Ensuring compliance with firm policies and working closely with control functions to assess risks and implement mitigation strategies.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Bachelor’s Degree Required Experience in wealth management, technology, or a related industry is preferred Detail-oriented with extremely strong organizational skills. Interest in and knowledge of emerging technologies such as generative AI and digital assets Excellent communication and presentation skills. Ability to work collaboratively with cross-functional teams. Proactive in learning and staying updated with industry trends. Proficient in project management and processes. Strong analytical skills, with the ability to troubleshoot and resolving problems.  Highly proficient in MS 365 Office Tools (PowerPoint, Excel, Word) Self-motivated with the ability to balance multiple projects and priorities simultaneously. SIE, Series 7 and 63 required (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS

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. 

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 /careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.



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