Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas
Goldman SachsYOUR IMPACT
Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients’ multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success.
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
- Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc.
- Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices.
- Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment.
- Client Relations: Build trusted relationships with clients and advisors.
- Business Development and Research Projects: Take on internal roles to build and support strategic firm activities.
QUALIFICATIONS
- Bachelor's Degree Required
- 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law.
- Extensive experience working with clients in developing and executing family enterprise strategies.
- Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics.
- Bachelor’s degree or equivalent work-related experience.
- Strong project management skills, capable of multi-tasking; self-starter.
- Strong conceptual skills; a strategic thinker.
- Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context.
- Self-motivated, entrepreneurial, mission-driven and team player.
- Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce.
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.
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