Wealth Management

Wealth Management Data Jobs

3 jobs found

9d ago

Asset & Wealth Management, Wealth Management Product Manager (Analytics), Analyst

Goldman Sachs Dallas, TX

Dallas, TX

9d ago

Full time Manager Adobe Analytics Analytics

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Job Description

Goldman Sachs' Asset & Wealth Management division is seeking an Analytics-focused Product Manager to own the end-to-end product lifecycle and analytics-driven wealth management solutions for clients and advisors. This on-site role in Dallas blends data science with product strategy, shaping how clients interact with digital wealth management tools while collaborating across teams to evolve the platform.

Responsibilities

Drive Insight: design and maintain advanced product analytics, dynamic dashboards, and data visualizations using tools like Adobe Analytics and Tableau to convert raw data into actionable product insights.
Uncover Opportunities: perform deep-dive analyses to reveal trends and customer behaviors, translating findings into strategic recommendations that fuel product innovation and growth.
Shape Data Strategy: translate complex business requirements into precise analytics specifications, ensuring accurate data capture and data integrity across digital products.
Forge Connections: collaborate with Product, Marketing, Technology, and other cross-functional teams to integrate diverse data sources and create a 360-degree view of client interactions and journeys.
Innovate & Evolve: actively manage the data platform product backlog, align with emerging priorities, and leverage industry trends to drive continuous product innovation.
Optimize & Govern: assess and refine existing data systems and processes, contributing to data governance policies and advancing data maturity.
Influence Decisions: present complex data-driven insights and strategic recommendations clearly to stakeholders, including senior leadership, to influence critical business decisions.

Requirements

A bachelor’s degree in a quantitative field such as Data Analytics, Business Analytics, Mathematics, Statistics, or related technical discipline.
At least 2 years of hands-on experience analyzing diverse data elements, with emphasis on online and mobile customer experiences.
Strong problem-solving abilities and a solid foundation in data analysis, capable of delivering actionable insights and strategic recommendations.
Experience with web analytics software (for example Adobe Analytics) and knowledge of tag implementation.
Proficiency in designing, managing, manipulating, and analyzing large datasets from various databases using SQL, R, and/or Python.
Proven track record in designing, developing, and implementing impactful data visualizations using Tableau or Qlik.
Excellent communication skills with the ability to articulate performance metrics and insights to senior executives and team members.
Strong interpersonal skills and a genuine interest in engaging with clients and building relationships.
Self-starter mindset, thriving in an autonomous yet collaborative and dynamic environment.

Technologies

Adobe Analytics
Tableau
Qlik
SQL
R
Python

Benefits

Healthcare & Medical Insurance
Holiday & Vacation Policies
Financial Wellness & Retirement
Health Services
Fitness
Child Care & Family Care
Benefits at Goldman Sachs

Opportunity overview

Corporate title: Analyst
Office location: Dallas, TX
Job function: Product Management
Division: Asset & Wealth Management

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1mo ago

Data Analyst

Yoh, A Day & Zimmermann Company Boston, MA

Boston, MA

1mo ago Closed

$60 - $70/hr Contract Analyst Analytics Broker-Dealer

This position is no longer accepting applications (closed Jun 28, 2026).

Job Description

Join Yoh, a Day & Zimmermann company, as a contract Data Analyst on the Wealth Distribution Enablement Team. This onsite role in Boston centers on onboarding distributors and investment products across wirehouses, independent broker-dealers, RIAs, and platform providers. You will translate data into actionable insights that inform commercial decisions to expand product reach and drive business growth.

Benefits

Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities

Technologies

Broadridge
SS&C

Responsibilities

Define and drive the end-to-end onboarding strategy for new distributors and products at scale across wirehouses, broker-dealers, and other wealth distribution platforms.
Identify and integrate strategic third-party data providers, including FA data packs, partnering with vendors such as Broadridge, SS&C, and other specialists to surface insights for commercial opportunities.
Provide analyses on distributor and product KPIs, platform requirements, and operational feasibility to support strategic decisions.
Coordinate operational setup across selling agreements, data connectivity, platform specifications, and compliance documentation.
Act as an enablement liaison between internal teams (Sales, Product, Finance, Compliance, Technology) and external distribution partners.
Collaborate with fund administrators, product teams, and transfer agents to ensure new funds are operationally ready for distribution.
Lead ongoing enhancements to accommodate product changes, new share classes, and platform updates; evaluate distributor platform dynamics, identify product gaps, and assess competitive positioning to inform sales opportunities.
Oversee investment data flows required for distributor platforms, including feeds, holdings, characteristics, and regulatory data.
Ensure timely and accurate data delivery in partnership with data management and fund administration teams.
Maintain strong governance around distributor operations, including documentation, controls, and risk management.

Requirements

5+ years of experience in global or U.S. wealth distribution enablement, platform onboarding, or product operations within an asset manager, fund administrator, or major distributor.
Experience with FA Data packs and market data providers such as Broadridge or SS&C is highly desirable.
Strong understanding of global and U.S. wealth channels, including wirehouses, independent broker-dealers, and RIA platforms. Experience with alternative investment products (40 Act alternatives, interval funds, private markets wrappers, tender offer funds, etc.) is a plus.
Familiarity with investment data, fund administration processes, and operational requirements for bringing new products to the wealth channel. Ability to translate operational insights into commercial recommendations.
Excellent communication skills and the ability to work cross-functionally with senior stakeholders.
Strong analytical, organizational, and project management capabilities.

Location

Onsite in Boston, MA. Onsite 3-4 days per week in Boston, NYC, and Chicago.

Compensation

Estimated pay range: $60.00 to $70.00 per hour

Notes

Pay ranges shown are estimations. Actual pay is determined by experience, technical expertise, and other qualifications. Yoh is an Equal Opportunity Employer. For accommodations in the application process, visit https://www.yoh.com/applicants-with-disabilities.

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2mo ago

Asset&Wealth Management-Senior Cloud Data Engineer-Vice President

Goldman Sachs Dallas, TX

Dallas, TX

2mo ago Closed

Full time Senior Ai Workflows Analytics

This position is no longer accepting applications (closed Jun 7, 2026).

Job Description

Goldman Sachs' Asset & Wealth Management division is seeking a Senior Cloud Data Engineer at the Vice President level to lead hands-on data pipeline work, containerization on Amazon ECS, and the migration of legacy on‑prem systems to AWS. This role combines practical engineering with architectural guidance to enable scalable data solutions that support wealth management initiatives.

Responsibilities

Active Migration Execution: Directly execute the migration of legacy ETL and microservices to AWS. This includes refactoring monolithic code into containerized services and deploying them to Amazon ECS (Fargate/EC2).
Containerization & Orchestration: Build and maintain Docker images, write complex ECS Task Definitions, and configure service-to-service communication using Amazon ECS Service Connect and AWS Cloud Map.
Data Pipeline Engineering: Develop end-to-end data flows using AWS Glue (PySpark), Amazon EMR, and Snowflake. Implement "Lakehouse" patterns using Apache Iceberg to ensure data portability.
IaC Development: Write and maintain production-grade Terraform or AWS CDK modules to provision VPCs, ECS clusters, and RDS instances. Ensure all infrastructure is version-controlled and deployed via GitHub Actions or GitLab CI.
AI-Augmented Coding: Actively use AI coding assistants (e.g., GitHub Copilot) to refactor legacy SQL, generate unit tests, and automate the creation of boilerplate pipeline code.
Toil Reduction: Identify manual bottlenecks in the migration process and build custom automation tools in Python or Go to streamline data validation and schema conversion.
Code Reviews & Standards: Lead rigorous peer code reviews, enforcing standards for performance, security (IAM least privilege), and maintainability.
Observability Implementation: Hands-on configuration of Amazon CloudWatch Container Insights, and OpenTelemetry to ensure deep visibility into migrated microservices and data jobs.
Performance Tuning: Directly optimize Spark job configurations, Snowflake warehouse sizing, and ECS auto-scaling policies to balance performance.

Requirements

8+ years of hands-on experience in Data Engineering and Cloud Infrastructure, focusing on building and migrating production workloads.
Deep technical expertise in Amazon ECS (Fargate/EC2), including networking (ALB/NLB), task placement strategies, and container security.
Proven experience with modern data platforms such as Snowflake (AI Data Cloud) and cloud-native services, with a good understanding of open-source table formats, specifically Apache Iceberg, to enable interoperability, schema evolution, and high-performance analytics across multiple engines.
Expert-level proficiency in Java, Python and SQL.
Hands-on experience with Spark, Kafka, and orchestration tools like Apache Airflow, Dagster, or dbt.
Deep understanding of data warehousing and modern data lakehouse architecture.
Mentorship: Proven track record of upskilling junior engineers.
Communication: Ability to explain complex technical concepts to non-technical stakeholders in the wealth management business.
Problem Solving: A "builder" mindset with the ability to navigate ambiguity in a fast-paced environment.
Bachelor’s or Master’s degree in computer science, Engineering, Mathematics, or a related field.

Technologies

Amazon ECS (Fargate/EC2)
Docker
AWS Cloud Map
Amazon ECS Service Connect
AWS Glue (PySpark)
Amazon EMR
Snowflake
Apache Iceberg
Terraform
AWS CDK
GitHub Actions
GitLab CI
Java
Python
SQL
Spark
Kafka
Apache Airflow
Dagster
dbt
OpenTelemetry
Amazon CloudWatch Container Insights

Benefits

Health Insurance
Holiday & Vacation Policies
Financial Wellness & Retirement
Health Services
Fitness
Child Care & Family Care
Benefits at Goldman Sachs

Best-in-Class Benefits

Healthcare & Medical Insurance: We offer medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies: We offer competitive vacation policies based on employee level and office location, with generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement: We assist employees in saving and planning for retirement, offer financial support for higher education, and provide live financial education and content on a variety of topics.
Health Services: We offer medical advocacy, counseling and referral services through EAP, Global Medical, Security and Travel Assistance, Workplace Ergonomics Program, and on-site health centers where available.
Fitness: On-site fitness centers in some offices; reimbursements for fitness club membership or activity up to a pre-approved amount.
Child Care & Family Care: On-site child care centers, back-up care, mother and baby rooms, homework rooms, and resources for expectant parents and returning parents; stipends for adoption, surrogacy, egg donation.

Opportunity Overview

Corporate Title: Vice President
Office Location(s): Dallas
Job Function: Software Engineering
Division: Asset & Wealth Management

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Wealth Management Data Jobs

Asset & Wealth Management, Wealth Management Product Manager (Analytics), Analyst

Data Analyst

Asset&Wealth Management-Senior Cloud Data Engineer-Vice President

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