Job DescriptionYOUR IMPACTWe are seeking a sophisticated and collaborative
Philanthropic Strategist to join the Goldman Sachs Family Office team. This role is designed for a client-facing professional who can help ultra-high-net-worth individuals and families define, structure, and execute thoughtful philanthropic strategies aligned to their values, family priorities, legacy objectives, and broader wealth planning goals. The role will sit at the intersection of wealth management, family office advisory, and social impact, advising clients across private foundations, charitable trusts, donor-advised funds, and other charitable giving vehicles.
The ideal candidate is a consultative advisor and relationship builder who is comfortable engaging with clients, Private Wealth Advisors, and external partners to translate philanthropic intent into actionable strategies. You will work closely with family office professionals, portfolio managers, tax specialists, and external legal counsel to help clients design effective giving approaches, evaluate charitable vehicles, support foundation and donor-advised fund administration, and measure the impact of their philanthropy over time.
Wealth ManagementAcross 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 OfficeAn essential component of Goldman Sachs' private wealth management offering, Goldman Sachs Family Office provides ultra-high-net-worth individuals, families, and family offices with integrated advisory capabilities across wealth strategy, investment management, estate and tax planning coordination, philanthropy, family governance, and legacy planning.
Goldman Sachs Family Office leverages the global resources of the firm to deliver highly customized advice and coordinated solutions for complex client needs. The team collaborates closely with Goldman Sachs Private Wealth Advisors and specialists across the platform to help clients navigate the financial, personal, and generational dimensions of significant wealth.
HOW YOU WILL FULFILL YOUR POTENTIAL - Philanthropic Strategy: Serve as a strategic advisor to ultra-high-net-worth clients and families, helping clarify philanthropic priorities, develop giving frameworks, and align charitable activity with broader legacy and wealth planning objectives
- Giving Vehicle Advisory: Advise clients on the practical considerations of private foundations, donor-advised funds, charitable trusts, and other giving structures, partnering with fiduciary, tax, and legal professionals to support effective implementation
- Client Relationship Management: Lead client meetings across the country to discuss philanthropic goals, family engagement, grant-making priorities, charitable impact, and multi-generational legacy planning
- Cross-Functional Collaboration: Partner closely with family office professionals, Private Wealth Advisors, portfolio managers, tax specialists, and external legal counsel to deliver integrated philanthropic guidance and coordinated client service
- Thought Leadership and Business Development: Contribute to client education, advisor engagement, and sales efforts by articulating Goldman Sachs' philanthropic advisory capabilities and helping identify opportunities to deepen client relationships
- Travel: Engage in travel to meet with clients, support advisor conversations, and participate in business development meetings
EXPERIENCE & SKILLS WE'RE LOOKING FOR- Education: Bachelor's degree required; advanced degree or relevant professional experience in law, tax, philanthropy, nonprofit management, public policy, or wealth planning is highly preferred
- Experience: 7+ years of professional experience in philanthropic advisory, wealth management, family office, donor-advised fund, community foundation, private foundation, trust company, or related client-facing advisory role
- Strategic Advisory Expertise: Proven ability to help clients define philanthropic goals, evaluate giving vehicles, develop grant-making strategies, and connect charitable activity to family legacy and wealth planning objectives
- Client-Facing Judgment: Demonstrated success working directly with ultra-high-net-worth clients, families, and advisors, with sensitivity to the dynamics of multi-generational wealth, governance, and values-based decision-making
- Communication: Exceptional interpersonal and presentation skills with the ability to simplify complex philanthropic, fiduciary, and tax concepts for clients and internal stakeholders.
- Technical Knowledge: Familiarity with charitable giving structures, including private foundations, donor-advised funds, charitable remainder trusts, charitable lead trusts, and the broader regulatory landscape for tax-exempt giving
