Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Strategist, Vice President, San Francisco

YOUR IMPACT

Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist to work closely with PWAs in delivering Family Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office 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 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 subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective with specialization in the administration and restructuring of trusts
• Interpret and understand trust and related documents, using as a resource senior staff, and internal and external counsel as necessary
• Act as the main point of contact and dedicated manager providing oversight for services provided by preferred third party trust company service providers serving GS&Co.
• Ensure excellence in client service for services provided by preferred third party trust company service providers working with their dedicated teams and managers, PWAs and clients
• Provide high level supervision as the dedicated relationship manager to ensure a favored client experience
• Serve as regional fiduciary business development officer working closely with PWAs on new prospect matters as they related to the need for discretionary and directed trust services. Liaison closely with GS Trust Company professionals including GS Trust Company Chief Fiduciary Officer
• Proactively monitor the trust and client situation to determine when and whether the client might benefit from additional GS Family Office and/or GS Trust Company services

QUALIFICATIONS

• Bachelor's Degree Required
• Must have a JD and/or MBA
• Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies
• Prior experience at a trust company in a legal, business development, administration, or operational role is preferred
• Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client’s wealth planning
• Deep interest in the financial markets and good investment sense/commercial instinct
• Excellent interpersonal skills and a desire to work in a team-oriented environment
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
• Extensive experience of presenting to internal and external audiences
• Ability to build consensus and facilitate decision-making among families
• Demonstrated progression of leadership and business development responsibilities
• Excellent writing and communication skills
• Outstanding analytical and problem – solving skills
• Commitment to delivering the highest quality of service in a timely and thoughtful manner

ABOUT GOLDMAN SACH