The Goldman Sachs Group, Inc

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

The Goldman Sachs Group, Inc$150K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree Required
  • 10+ years of senior-level management or equivalent in strategic planning and family wealth management
  • Extensive experience in family enterprise strategies
  • Experience with multi-generational wealth dynamics
  • Strong project management and multitasking ability
  • Excellent interpersonal communication skills for sensitive conversations
  • Proficient in Microsoft Office and Salesforce
  • Must obtain SIE, Series 7 & Series 63 within first 3 months

Responsibilities

  • Engage with families to design and preserve their legacy goals
  • Facilitate family meetings for strategic clients
  • Monitor market trends and coordinate with planning professionals
  • Build and maintain trusted client and advisor relationships
  • Participate in internal business development and research initiatives

Benefits

  • Comprehensive training and development programs
  • Diversity and inclusion initiatives
  • Wellness and personal finance offerings
  • Mindfulness programs
  • Career advancement opportunities
Full Job Description
Job Description

YOUR 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.

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 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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