Wealth Management Operations-Transformation-Albany-Associate

At Goldman Sachs we connect people capital and ideas to help solve problems for our clients. 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. For us its all about bringing together people who are curious collaborative and have the drive to make things possible for our clients and communities.

Wealth Management Operations is seeking a motivatedAssociateto support our Applied AI and low-code initiatives driving the practical convergence of advanced AI capabilities workflow automation and analytics to deliver measurable operational risk and experience improvements across the division.

You will be responsible forcreating advanced AI promptsand AI agentsthat enhance operational performance within the firms approved AI solutionsimplementing automation and analytics using low-code tools anddesigning workflows using BPMN-style process modelingwithin Goldman Sachss workflow platforms. Working under the guidance of senior team members you will help translate business needs into deployable AI-enabled and automated solutions.

You will contribute to the design development and deployment of human-in-the-loop AI Assistants through a controlled risk-aware lifecycle from ideation and prompt engineering through piloting governance review and production parallel you will build automated workflows and self-service analytics that streamline operational processes and empower business users.

You will collaborate with business stakeholders Operations BI teams Technology Risk & Compliance and team leadership to help deliver scalable AI automation and workflow solutions aligned with organizational goals.

We are looking for a professional with aminimum of 3 years of relevant experiencein a fast-paced complex environment with exposure to applied AI prompt engineering low-code automation or process modeling.

Core Responsibilities

Applied AI & Prompt Engineering

• Create advanced well-engineered promptsand AI agentswithin the firms approved AI platforms (e.g. Copilot LLM-based tools) contributing to prompt libraries and reusable templates that maximize out-of-the-box solution value.
• Support the development ofhuman-in-the-loop AI Assistantsthat augment employee and client-facing workflows ensuring appropriate human oversight escalation paths and feedback loops.
• Assist in testing validation and iterative refinement of prompts and AI Assistants across the solution lifecycle (use case intake feasibility prompt engineering testing risk review pilot and production).

Low-Code Automation & Analytics

• Implement automation and analytics using low-code and self-service toolsto democratize data access accelerate report development and empower users.
• Build and maintain dashboards reports and automated data flows that deliver actionable insights to business stakeholders.
• Support data quality lineage and governance standards across BI and automation assets.

BPMN-Style Workflow Modeling

• Design document and build workflows using BPMN-style process modelingwithin Goldman Sachss workflow platforms.
• Translate business requirements into clear structured process models identifying opportunities to automate manual steps.
• Partner with process owners to test refine and deploy workflows ensuring alignment with the divisions target operating model.

Cross-Cutting Responsibilities

• Contribute to business cases for new AI Assistants automation and analytics products including efficiency gains and KPI frameworks.
• Collaborate with cross-functional teams including business analysts data engineers prompt engineers BI developers and subject matter experts.
• Uphold governance data privacy and regulatory compliance standards across all AI automation and workflow deliverables.
• Identify synergies between AI automation and analytics to enhance overall solution value.

Required Qualifications

• Bachelors STEM degree
• Minimum 3 yearsof experience in applied AI business intelligence data analytics process automation or related discipline (financial services or wealth management a plus).
• Hands-on experience withprompt engineeringand AI agents with enterprise AI platforms (e.g. Microsoft Copilot).
• Experience withlow-code/no-code toolsfor automation and analytics (e.g. Power Platform Alteryx Tableau Power BI or similar).
• Familiarity withBPMN-style process modelingand workflow design tools.
• Strong analytical skills and the ability to translate business needs into technical solutions.
• Solid understanding of data governance data quality and regulatory compliance in a financial services context.
• Effective collaboration skills across business technology and operations teams.

Preferred Qualifications

• Experience in Wealth Management or Financial Services operations and technology.
• Exposure to LLM-based applications retrieval-augmented generation (RAG) and agentic AI frameworks.
• Practical experience with BPMN workflow platforms (e.g. Camunda Appian or similar).
• Relevant certifications in low-code platforms BPMN AI platforms

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. Were 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 committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: Sachs is an equal opportunity employer and does not discriminate on the basis of race color religion sex national origin age veterans status disability or any other characteristic protected by applicable law.