Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Associate - Dallas

YOUR IMPACT

GSFO is in search of an Associate to support the rollout, execution, and ongoing optimization of advanced wealth planning capabilities for the firm’s most strategic UHNW clients and family office relationships.

This individual will serve as a planning specialist and trusted partner to Private Wealth Advisors and other internal subject-matter experts. The Associate will assist with the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer objectives, and key planning trade-offs.

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 Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Serve as a wealth-planning resource for the firm’s most sophisticated client situations, including those involving substantial private-business interests, complex ownership structures, concentrated assets, private investments, leverage, philanthropy, and multigenerational wealth-transfer goals.
• Act as a subject matter expert, assisting advisors in building maintaining complex, nested-entity balance sheets that consolidate assets, liabilities, ownership interests and cash flows
• Assist advisors in developing advanced, dynamic cash-flow models incorporating investment income, operating business distributions, liquidity events, capital calls and distributions, debt service, taxes, lifestyle spending, philanthropy, insurance, and planned wealth transfers.
• Assist advisors in developing advanced tax-efficient wealth transfer analysis — including the optimization of irrevocable trusts, lifetime gifting programs, and pre-transaction planning.
• Participate in client meetings to explain planning analyses, assumptions, scenarios, and trade-offs in a thoughtful and client-appropriate manner.
• Serve as an escalation point for the most technically complex client situations and advisor requests; assisting advisors in building models while also advancing their own skills
• Identify recurring advisor needs and work with Product and Engineering to translate them into enhancements to tools, processes, data infrastructure, and reporting capabilities.
• Train and mentor Private Wealth Advisors, analysts, associates, and planning professionals on the interpretation and application of advanced financial models.

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe. This full-time, in-office role is located in Dallas, Texas, and will cover clients across the United States. Click here for more information on GS’ Dallas Campus currently in development. 

QUALIFICATIONS

• Bachelor's Degree Required; Preferred degree in Finance, Economics, Business Administration, or a related field.  An MBA, JD, CFA, CFP, or other relevant advanced degree/certification is highly preferred.
• 4+ years of relevant experience in private wealth management, family office advisory, complex financial planning, tax advisory and accounting, or trust and estate planning.
• Demonstrated experience developing sophisticated financial models involving multiple legal entities, intercompany relationships, and consolidated family balance sheets.
• Working knowledge of UHNW client financial structures, including trusts, partnerships, LLCs, private businesses, investment entities, and charitable vehicles.
• Working knowledge of estate-planning, gift-planning, trust, tax-aware wealth-transfer, and philanthropic-planning concepts.
• Advanced Excel modeling skills, including scenario analysis, dynamic cash-flow forecasting, data validation, model auditability, and presentation-ready output design.
• Ability to synthesize complex financial information into clear written materials and executive-level presentations.
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)

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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