The Goldman Sachs Group, Inc

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Vice President - Dallas

The Goldman Sachs Group, Inc$160K — $190K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree Required; CPA and/or JD is a plus
  • Minimum of four years of experience in accounting or legal field with focus on UHNW clients
  • Experience with multi-generational wealth and estate planning strategies
  • Some technical expertise in US estate and trust tax laws
  • Comfort with learning and utilizing new technologies
  • Experience in professional communication with wealth planning advisors
  • Interest in financial markets and good investment sense
  • Excellent interpersonal skills in a team-oriented environment

Responsibilities

  • Serve as the day-to-day contact for scaling Digital Estate Planning solutions
  • Demonstrate expertise in estate document reviews and fiduciary law
  • Distill complex estate plans into key components and visualizations
  • Manage client lifecycle in partnership with PWM teams
  • Act as a subject matter expert for GSFO offerings
  • Facilitate workflow among wealth strategists and advisors
  • Ensure timely deliverables and client onboarding
  • Collaborate with internal teams to evolve product offerings

Benefits

  • Opportunity to work with UHNW clients
  • Innovative approach to estate planning through technology
  • Collaborative team culture
  • Location in a developing Dallas campus
  • Exposure to cross-functional teams including Product and Engineering
  • Fast-paced work environment with professional growth potential
Full Job Description
Job Description

YOUR IMPACT

Goldman Sachs Family Office (GSFO) is in search of an Associate or Vice President to support an innovative, technology driven estate planning offering for our UHNW clients. We are looking for a client-friendly individual with four or more years of experience in any of the following: U.S. tax, trust and/or estate advisory, law or pre-law, paralegal studies, estate settlement, or trust administration (trust officers); Legal AI, LLM, or automation work experience, and importantly, who has a passion for understanding and accurately interpreting intricate estate plans and models.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Serve as the day-to-day contact for publishing and scaling our Digital Estate Planning solution. You will sit at the intersection of Wealth Strategy, Artificial Intelligence, and Client Service, leveraging artificial intelligence and professional expertise to accurately summarize and reflect client estates into published reports.
  • Demonstrate subject matter expertise in estate document reviews, extracting and interpreting key trust provisions and fiduciary law, assessing tax implications, and modeling multi-generational wealth strategies.
  • Ability to take highly complex estate plans and balance sheets and distill information down to key components and visualizations.
  • Working knowledge of the transfer of generational wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held entities, charitable structures, and the administration and restructuring of trusts is expected.
  • Experience with recent developments in AI and LLM legal document extraction is considered a plus.
  • Partner with PWM teams to manage the client lifecycle, from preliminary marketing, client onboarding, draft reports, scenario analysis and final client reports.
  • Become a subject matter expert for all related GSFO offerings, acting as the go-to
    contact for PWA teams and client in-bounds.
  • Facilitate interaction and workflow among PWA teams, wealth strategists, clients, and third-party tax and legal advisors, to ensure timely deliverables.
  • Ensure PWA teams and clients obtain value quickly. Managing efficient onboardings and ongoing delivery of services, including ensuring stakeholders are properly educated to maximize value of the service.
  • Ability to interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies related to private clients' wealth planning.
  • Taking ownership for quality assurance, deadlines, and key performance indicators being met and completed in a timely manner.
  • Collaboration with internal colleagues across Product, Engineering, Compliance, Legal, and third-party vendors to continuously evolve the product offering.
  • Foster a positive, collaborative, and productive team culture.

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; CPA, and/or JD is a plus
  • A minimum of four years of experience in accounting or legal field with a focus on serving UHNW clients
  • Experience working with high-net-worth clients in multi-generational wealth and estate planning strategies, including reviewing and diagramming estate planning documents, or as a tax advisor
  • Some technical expertise or experience in US estate and transfer tax, or trust tax laws and tax implications on estate planning
  • Experience or background with state and local tax matters
  • Comfortable with learning, adopting, and utilizing new technologies and programs
  • Experience in professional communication with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning
  • 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
  • Define success criteria and core metrics with our vendor partner, including leading indicators which will be used to evaluate overall business performance
  • Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

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At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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