Digital Advocacy, Asset & Wealth Management, Private Wealth Management

Goldman Sachs•New York, NY

7h•$85,000 - $160,000•Onsite

About The Position

As a member of the Digital Advocacy team within PWM Product & Design, you will be responsible for encouraging user awareness and engagement, as well as driving adoption, across PWM products. You will help develop and execute the strategy for socializing new product uplifts and major product enhancements. You are passionate about enhancing the client and advisor experience through improved platforms and technology. You are a strong verbal and written communicator with an interest in using data to improve engagement with PWM tools.

Requirements

3-5 years of work experience in the Financial Services sector, preferably with client-facing customer success.
Proven history of building deep relationships across internal stakeholders and clients.
Excellent verbal and written communication skills and a desire to work in a team-oriented environment.
Ability to track and further success and platform growth using a data-driven approach.
Outstanding analytical and problem-solving skills with a strong attention to detail.
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.
Commitment to excellence and a high level of integrity.
Self-motivated, and able to balance quality work while meeting short deadlines.

Responsibilities

Laser focused on client and Advisor team needs, to ensure an experience which exceeds expectations.
Leverage adoption data to inform product development and user engagement strategy, as well as incentivize product adoption.
Develop training, communication, and adoption strategy across the US, through direct engagement with Product and Advisor teams.
Focus on AI adoption—define and track KPIs with the Product teams, and tailor adoption to AI tooling.
Collect feedback and communicate it to the Product & Design teams.
Coordinate with Product and Design teams to craft communications ahead of product launches and major uplifts.