Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Co-Head of Estates Services, Vice President - New York

YOUR IMPACT

You are a senior fiduciary professional capable of partnering with current leadership of the estate services team to co-lead the delivery, oversight, and evolution of estate settlement and post‑death administrative services. You will ensure estates are administered accurately, efficiently, and in full compliance with fiduciary, tax, and regulatory requirements, while providing senior‑level guidance to clients, beneficiaries, advisors, and internal stakeholders. You have technical estate and tax expertise and can manage complex estates. You demonstrate specific leadership and risk management skills and can co-lead and manage and estate settlement team in the delivery of best-in-class fiduciary services.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Goldman Sachs Trust Company (GSTC)

An essential component of Goldman Sachs’ private wealth management offering, The Goldman Sachs Trust Company, N.A. (“GSTC”) is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.

GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management.  Our team of dedicated fiduciary professionals collaborates closely with Goldman Sachs’ Private Wealth Advisors (“PWAs”) to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary. 

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Estate Settlement & Fiduciary Oversight
  • Oversee all estate settlement activities, including the collection, valuation, transfer, and retitling of assets, satisfaction of liabilities, and coordination of insurance claims 
  • Ensure estate administration is carried out in accordance with governing documents, applicable fiduciary laws, and regulatory requirements 
  • Serve as the escalation point for complex or high‑risk estate matters, including discretionary decisions and conflict resolution among beneficiaries 
  • Work closely with internal committee for new business approval to ensure GSTC is accepting appointments to administer estates that are consistent with target client profiles and mitigate risk
• Tax & Legal Coordination
  • Oversee coordination with internal and external tax and legal providers for the preparation and filing of estate, income, and related tax returns, including post‑mortem planning opportunities 
  • Partner closely with estate administration attorneys and other external advisors to ensure timely probate proceedings and resolution of legal matters 
  • Lead and develop estate settlement professionals, establishing consistent standards, processes, and controls across the platform 
  • Maintain and oversee estate settlement procedures, guidance materials, and internal resources used by counseling and fiduciary teams. 
  • Act as a senior subject‑matter expert and internal resource for complex estate administration questions
• Client & Advisor Engagement
  • Represent Estate Settlement Services in client meetings, advisor discussions, and internal strategy sessions as a senior fiduciary leader 
  • Coordinate closely with PWAs to ensure a seamless client and beneficiary experience 
• Business & Platform Development
  • Contribute to the strategic direction of estate settlement services, including service design, risk management, and process improvement 
  • Support new business review and acceptance processes where estate settlement services are implicated 

EXPERIENCE & SKILLS WE’RE LOOKING FOR

• Bachelor’s Degree Required
• Law degree, master’s in taxation, CPA or advanced fiduciary/tax expertise strongly preferred 
• Significant experience in estate administration (ideally 10 15 years), trust services, or fiduciary operations, within a trust company, complex financial institution or law firm
• Deep understanding of estate planning concepts, probate processes, fiduciary responsibilities, and post‑death tax considerations 
• Demonstrated leadership capability, strong judgment, and ability to manage complex, sensitive matters involving families and beneficiaries 
• Demonstrated experience leading, managing, and developing teams, including setting priorities, providing feedback, and fostering a high‑performance, collaborative culture
• Proven ability to oversee day‑to‑day operations and workflows, ensuring accuracy, consistency, and timely execution of responsibilities 
• Experience setting standards, implementing processes, and driving continuous improvement within a team or function 
• Strong organizational skills and ability to manage multiple workstreams and deadlines while maintaining attention to detail 
• Commitment to professionalism, integrity, and accountability in both individual and team performance 

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. We're 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 GS.com/careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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