Wealth Management Product Strategist

3 weeks ago


Bengaluru, Karnataka, India Goldman Sachs Full time

About Goldman Sachs

We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.

Wealth Management

We connect people, capital and ideas to help solve problems for our clients. 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.

About the Role

We are looking for a Product Manager to help re-invent how wealth management services are distributed and consumed. You will join a team of creative and driven product managers to help build digital solutions to empower the client and advisor relationship.

Your Impact

  1. Support and develop product strategy and roadmap with our team, customers and partners
  2. Assist in the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for technology development
  3. Partner with colleagues in engineering, design, operations and program management to allow for seamless execution
  4. Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, Compliance, Operations and Engineering
  5. Monitor competitive best practices and analyze end-user feedback – identifying and developing solutions when necessary
  6. Engage with partner vendors to ensure they address product needs
  7. Leverage analytics and data to inform the product roadmap
  8. Influence the direction of the product roadmap through deep analytic perspectives
  9. Parsing larger product feature projects into smaller components while understanding dependencies
  10. Document and communicate operational workflows
  11. Translate complex requirements into clear actionable next steps for impacted groups
  12. Understand, document, and improve existing processes in order to maximize efficiency in constantly evolving environments

Qualifications

  1. 4-7 years of work experience in the Financial Services sector, ideally with product management experience in an agile product development environment; wealth management experience ideal but not required
  2. Understanding of software development life cycle
  3. Excellent writing and communication skills and a desire to work in a team-oriented environment
  4. Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
  5. Strong attention to detail; strong logical thinker
  6. Demonstrate a high degree of personal accountability, going above and beyond to ensure that products are delivered on time with a high degree of quality
  7. Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
  8. Commitment to excellence and a high level of integrity
  9. Self-motivated, comfortable following direction, and able to balance quality work while meeting short deadlines
  10. Passion for intuitive and user centric designed product experiences
  11. Aptitude for writing specs, managing project execution, performing user testing, and being laser focused on metrics for the features you bring to market.


  • Bengaluru, Karnataka, India Ruralytics India Full time

    We are seeking a visionary leader to spearhead our wealthtech startup as a Chief Wealth Strategist. This is a unique opportunity to shape and drive the success of our company, leveraging your expertise in building successful fintech ventures.Key Responsibilities:• Work closely with the founding team to develop and execute the company's vision and...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    At Goldman Sachs, we are seeking a highly skilled Quantitative Strategist to join our Asset & Wealth Management team in Bengaluru. This is an exciting opportunity for a talented individual to drive key divisional initiatives and contribute to the growth of our business.About Asset & Wealth ManagementWe are a leading global investment banking, securities and...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About This RoleAt Goldman Sachs, we are looking for a Strategist to join our Asset and Wealth Management team in Bengaluru. As a Strategist, you will use your analytical skills and industry knowledge to help manage risk and exposure in our asset management business. You will work directly with risk professionals to develop risk management analytics and tools...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsWe are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.Estimated Salary: $150,000 - $200,000 per yearIn this role, you will be responsible for...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About Asset & Wealth ManagementAs a key player in Goldman Sachs' investment banking, securities, and investment management firm, our Asset & Wealth Management division brings together traditional and alternative investments to provide dedicated partnerships and focus on long-term performance for our clients worldwide.We oversee more than $2 trillion in...

  • Quantitative Engineer

    3 weeks ago


    Bengaluru, Karnataka, India Goldman Sachs Full time

    Our team of quantitative strategists is at the forefront of our business, employing a variety of analytical methods to solve real-world problems. As a member of our team, you will leverage your training in mathematics, programming, and logical thinking to develop quantitative models that drive success in our business. Your problem-solving skills and ability...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About Asset & Wealth ManagementWe are a leading global investment banking, securities and investment management firm, committed to fostering and advancing diversity and inclusion in our own workplace and beyond.Job DescriptionAs a quantitative engineering strategist, you will work on many different types of projects, including developing portfolio management...


  • Bengaluru, Karnataka, India Stack Wealth Full time

    Job Title: Product Support EngineerStack Wealth is a digital wealth management solution provider in Bengaluru, offering exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth.Role OverviewThis is a full-time on-site role for a Technical Support Engineer at...

  • Wealth Strategist

    4 weeks ago


    Bengaluru, Karnataka, India Leaf Round Full time

    Key Responsibilities:Develop a client base of investors and manage relationships on a regular basis. Work closely with internal and external stakeholders to establish HNI, advisory and institutional channels.Client Success and Relationship Management is a key aspect of this role. You will be responsible for key account management and customer success...

  • Product Manager

    4 weeks ago


    Bengaluru, Karnataka, India Goldman Sachs Full time

    About the RoleAt Goldman Sachs, we are seeking a Product Manager to join our Private Wealth Management team. As a Product Manager, you will be responsible for helping to re-invent how wealth management services are distributed and consumed. You will work closely with our team of creative and driven product managers to build digital solutions that empower the...

  • Product Strategist

    3 weeks ago


    Bengaluru, Karnataka, India Property Share Online Platform Limited Full time

    Product StrategistAt Property Share Online Platform Limited, we are seeking a highly skilled Product Strategist to join our team. The key responsibilities of this role include:Conducting research to develop frictionless customer journeysDesigning product strategy, prototypes, and roadmaps for new features and productsCollaborating with business and UX teams...

  • Product Manager

    1 month ago


    Bengaluru, Karnataka, India Goldman Sachs Full time

    About the RoleAt Goldman Sachs, we're seeking a skilled Product Manager to join our Private Wealth Management (PWM) team. As a Product Manager, you'll be responsible for developing and delivering digital solutions that empower our clients and advisors. You'll work closely with cross-functional teams to design and implement user-centric product experiences...


  • Bengaluru, Karnataka, India ConsultBae India Private limited Full time

    Job Title: Relationship ManagerAbout the RoleThe Relationship Manager will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key ResponsibilitiesClient Acquisition and Relationship Management:Acquire and handle a group of high...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsAt Goldman Sachs, we empower our clients and customers 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. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients...

  • Product Strategist

    3 weeks ago


    Bengaluru, Karnataka, India Vimerse Infotech inc Full time

    Job Title: Product StrategistCompany: Vimerse Infotech incAbout the Role:We are seeking a skilled Product Strategist to lead our product vision and strategy in the FinTech domain. The ideal candidate will have 3 years of experience as a Product Owner or similar role, strong understanding of regulatory frameworks, and proficiency in SQL and data analysis.Key...


  • Bengaluru, Karnataka, India nucleo Full time

    Job OverviewWe are seeking a highly skilled High Net Worth Client Strategist to join our team at Nucleo. As a key member of our wealth management division, you will be responsible for managing and growing client relationships by providing comprehensive financial planning and investment management services.Your primary focus will be on assisting clients in...

  • Product Manager

    4 weeks ago


    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman SachsAt Goldman Sachs, we help our clients, shareholders, and communities grow by leveraging our people, capital, and ideas. Our commitment to excellence and integrity drives our business forward.Wealth Management OverviewOur Private Wealth Management business empowers clients to reach their financial goals through customized wealth management...


  • Bengaluru, Karnataka, India CoRover - Human Centric Conversational AI Full time

    Key Responsibilities for Product Experience Strategist At CoRover, we are seeking a Product Experience Strategist to lead our UX design team in creating exceptional user experiences. Key responsibilities include:• Conducting competitive analyses of other websites in the same space• Preparing customer analyses based on our target demographic and initial...

  • Product Strategist

    3 weeks ago


    Bengaluru, Karnataka, India SAMSUNG Full time

    Position OverviewAt Samsung, we are seeking a skilled Product Strategist to strengthen our product's competitiveness in the market. This role involves analyzing market trends, customer needs, and competitor strategies to develop a differentiation plan.Key Responsibilities1. Develop a product roadmap that takes into account market needs and competitiveness.2....


  • Bengaluru, Karnataka, India 4S Advisory Full time

    About Us4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.About the RoleWe are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong...