Trust Strategist, Goldman Sachs Family Office, San Francisco Goldman Sachs Famil
Andsimple, San Francisco, California, United States, 94199
Job Description
YOUR IMPACT
Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist. They will work closely with PWAs in delivering/forming Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with a background in wealth management and / or family office services.
OUR IMPACT
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. That includes ultra-high-net-worth and high-net-worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. The 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) specialises in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments.
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 Fulfil 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. You will provide 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 favoured 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 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 worldwide.
We believe that who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace. We ensure every individual within our firm has a number of opportunities to grow professionally and personally. We provide training and development opportunities and firmwide networks to support wellness and personal finance offerings. In addition, we provide mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
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Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist. They will work closely with PWAs in delivering/forming Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with a background in wealth management and / or family office services.
OUR IMPACT
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. That includes ultra-high-net-worth and high-net-worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. The 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) specialises in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments.
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 Fulfil 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. You will provide 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 favoured 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 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 worldwide.
We believe that who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace. We ensure every individual within our firm has a number of opportunities to grow professionally and personally. We provide training and development opportunities and firmwide networks to support wellness and personal finance offerings. In addition, we provide mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
#J-18808-Ljbffr