The Goldman Sachs Group, Inc

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

The Goldman Sachs Group, Inc • $160K — $200K *
Dallas, TX 75217In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree; MBA, JD, CFA, CFP preferred.
  • 10+ years in private wealth management or related fields.
  • Expertise in developing complex financial models.
  • Strong understanding of UHNW client financial structures.
  • Working knowledge of estate, gift, and philanthropic planning concepts.
  • Advanced Excel skills for financial analysis and modeling.
  • Ability to synthesize financial information into presentations.
  • Proven leadership and collaboration skills.

Responsibilities

  • Lead design and delivery of wealth planning for UHNW clients.
  • Serve as senior resource for complex client situations.
  • Assist advisors in building integrated financial analyses.
  • Develop advanced cash-flow models for diverse financial scenarios.
  • Create tax-efficient wealth transfer analyses for clients.
  • Participate in client meetings to present financial analyses.
  • Identify and address advisor needs to improve tools and processes.
  • Train and mentor team members on financial modeling best practices.

Benefits

  • Opportunity to work with UHNW clients and complex financial structures.
  • Access to ongoing training and development programs.
  • Collaboration with a team of financial specialists and advisors.
  • Involvement in high-impact planning and client relationships.
  • Work environment in a Dallas campus currently in development.
Full Job Description
Job Description

YOUR IMPACT

GSFO is in search of a Vice President to lead the rollout, execution, and ongoing optimization of advanced wealth planning capabilities for the firm's most strategic UHNW clients and family office relationships.

This individual will serve as a senior planning specialist and trusted partner to Private Wealth Advisors and other internal subject-matter experts. The Vice President will lead the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer objectives, and key planning trade-offs.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Lead the design and delivery of comprehensive wealth planning and modeling for UHNW individuals, families and family offices.
  • Serve as a senior wealth-planning resource for the firm's most sophisticated client situations, including those involving substantial private-business interests, complex ownership structures, concentrated assets, private investments, leverage, philanthropy, and multigenerational wealth-transfer goals.
  • Act as a subject matter expert, assisting advisors in building maintaining complex, nested-entity balance sheets that consolidate assets, liabilities, ownership interests and cash flows
  • Assist advisors in developing advanced, dynamic cash-flow models incorporating investment income, operating business distributions, liquidity events, private-investment capital calls and distributions, debt service, taxes, lifestyle spending, philanthropy, insurance, and planned wealth transfers.
  • Assist advisors in developing advanced tax-efficient wealth transfer analysis - including the optimization of irrevocable trusts, lifetime gifting programs, and pre-transaction planning.
  • Participate in client meetings to explain planning analyses, assumptions, scenarios, and trade-offs in a thoughtful and client-appropriate manner.
  • Serve as an escalation point for the most technically complex client situations and advisor requests; assisting advisors in building models while also advancing their own skills
  • Identify recurring advisor needs and work with Product and Engineering to translate them into enhancements to tools, processes, data infrastructure, and reporting capabilities.
  • Train and mentor Private Wealth Advisors, analysts, associates, and planning professionals on the interpretation and application of advanced financial models.
  • Provide guidance to junior team members on financial modeling, data review, scenario analysis, client presentation development, and disciplined planning practices.
  • Promote consistent adoption of wealth-planning tools, processes, and standards across the GSFO and Private Wealth Management platform


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; Preferred degree in Finance, Economics, Business Administration, or a related field. An MBA, JD, CFA, CFP, or other relevant advanced degree/certification is highly preferred.
  • 10+ years of relevant experience in private wealth management, family office advisory, complex financial planning, trust and estate planning, transaction advisory, private banking, accounting, valuation, or a related field.
  • Demonstrated experience developing sophisticated financial models involving multiple legal entities, intercompany relationships, and consolidated family balance sheets.
  • Strong understanding of UHNW client financial structures, including trusts, partnerships, LLCs, private businesses, investment entities, and charitable vehicles.
  • Working knowledge of estate-planning, gift-planning, trust, tax-aware wealth-transfer, and philanthropic-planning concepts.
  • Advanced Excel modeling skills, including scenario analysis, dynamic cash-flow forecasting, data validation, model auditability, and presentation-ready output design.
  • Ability to synthesize complex financial information into clear written materials and executive-level presentations.
  • Leadership: Proven ability to lead, influence, and collaborate effectively within a team and across various stakeholders, including leading reporting initiatives.
  • Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
  • 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.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

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
Finance & Insurance
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ
GS
* Ladders Estimates

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