Asset & Wealth Management, Goldman Sachs Ayco, Tax Trust & Estate Settlement Services, Vice President - Albany, NY
Goldman SachsYOUR IMPACT
Are you a legal expert with a profound understanding of estate and trust administration, driven by a passion for guiding families through their most critical financial transitions? Do you excel at deciphering complex legal documents and translating them into clear, actionable strategies?
Goldman Sachs Wealth Management is seeking a highly skilled and empathetic Estate Settlement Services Advisor to join our specialized team. This is a unique opportunity to leverage your expertise to empower ultra-high net worth clients and their advisors, ensuring seamless navigation of intricate estate and trust settlement processes. If you thrive in a fast-paced, collaborative environment where your attention to detail, strategic thinking, and exceptional communication skills directly contribute to client success and uphold the firm's legacy of trust, we invite you to apply.
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.
Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
The Estate Settlement Services (“ESS”) team works with advisors who service high net worth to ultra-high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help the advisors efficiently navigate the process of settling client estates and trusts. Members of the ESS team interact with many segments of the firm including working closely with internal compliance officers and legal departments while also connecting externally with the client’s fiduciary, legal, and tax advisors.
HOW YOU WILL FULFILL YOUR POTENTIAL
As an Estate Settlement Services Advisor, you will be at the forefront of complex estate and trust administration, applying your expertise to:
- Decipher and Interpret: Masterfully interpret, summarize, and understand intricate wills and trusts from all 50 states, translating complex legal language into clear, actionable insights.
- Educate and Advise: Articulate sophisticated estate planning and administration concepts with clarity and precision to colleagues and client advisors, fostering understanding and informed decision-making.
- Lead Strategic Engagements: Facilitate and lead critical discussions with client advisors, internal compliance, and legal teams, ensuring smooth and compliant processes.
- Manage Critical Transitions: Oversee the new contracting process following a client's passing, coordinating seamlessly with internal contracting and billing teams.
- Cultivate External Relationships: Interact directly with client attorneys, tax advisors, and corporate fiduciaries, representing the firm's commitment to comprehensive client support.
- Drive Thought Leadership: Participate in internal and external marketing efforts, sharing your expertise and enhancing the team's profile and capabilities.
WHAT WE'RE LOOKING FOR
We seek a highly motivated, detail-oriented, and client-centric professional with a strong legal background and a commitment to excellence.
Required Qualifications:
- Bachelor's Degree and Juris Doctor (J.D.) required.
- 5 plus years of dedicated experience in estate and trust planning and administration.
- Profound understanding of core estate planning and administration principles.
- Exceptional verbal and written communication skills, with the ability to simplify complex legal concepts for diverse audiences.
- Proven ability to thrive in a fast-paced, collaborative, yet autonomous environment, demonstrating clear thinking and sound judgment under pressure.
- Strong organizational, interpersonal, and problem-solving skills.
- Unwavering commitment to excellence and integrity.
Preferred Qualifications (A Plus If You Have):
- Experience with fiduciary income tax return preparation and estate/gift tax return preparation (note: direct tax preparation is NOT required for this role).
- Familiarity with directed trust and delegated trust models.
- Basic understanding of the fiduciary investment process.
Salary Range
The expected base salary for this Albany, NY, United States-based position is $80,000 - $250,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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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Goldman 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.