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Goldman Sachs

Advises on mergers and trades stocks and bonds

Digital Advocacy - Asset & Wealth Management, Private Wealth Management

Customer SuccessConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • 3–5 years of work experience in the financial services sector, preferably with client-facing customer success.
  • A proven history of building deep relationships across internal stakeholders and clients.
  • Experience generating effective artificial intelligence prompts for enhanced productivity.
  • Ability to track and further success and platform growth using a data-driven approach.
  • Outstanding analytical and problem-solving skills with strong attention to detail.
  • Ability to meet short deadlines while balancing quality work.

Responsibilities

  • Drive user engagement and adoption across Private Wealth Management products, including artificial intelligence.
  • Develop and execute the strategy for socializing new product uplifts, major product enhancements, and artificial intelligence prompt use cases.
  • Focus on client and Advisor Team needs to ensure an experience that exceeds expectations.
  • Leverage adoption data and Advisor Team feedback to inform product development, incentivize product adoption, and improve training strategy.
  • Collect feedback and communicate it to the Product and Design teams.
  • Coordinate with Product and Design teams to craft communications ahead of product launches and major uplifts.
  • Ensure products are delivered on time and to a high degree of quality.

Desired Qualifications

  • Client-facing customer success experience in the financial services sector is preferred.

About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1869

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