Wealth Management Operations-Transformation-Albany-Associate

About the role

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, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Responsibilities

• Create advanced, well-engineered prompts and AI agents within the firm's 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 of human-in-the-loop AI Assistants that augment employee and client-facing workflows, ensuring appropriate human oversight, escalation paths, and feedback loops.
• Aid 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).
• Implement automation and analytics using low-code and self-service tools to 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.
• Design, document, and build workflows using BPMN-style process modeling within Goldman Sachs's 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 division's target operating model.
• 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.

Qualifications

• Bachelor’s STEM degree
• Minimum 3 years of experience in applied AI, business intelligence, data analytics, process automation, or related discipline (financial services or wealth management a plus)
• Hands-on experience with prompt engineering and AI agents with enterprise AI platforms (e.g., Microsoft Copilot)
• Experience with low-code/no-code tools for automation and analytics (e.g., Power Platform, Alteryx, Tableau, Power BI, or similar)
• Familiarity with BPMN-style process modeling and 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

Benefits

The expected base salary for this Albany, NY, United States-based position is $60000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.