Goldman Sachs
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Offic
Goldman Sachs, San Francisco, California, United States, 94199
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
Join to apply for the
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
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Goldman Sachs Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
2 days ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
role at
Goldman Sachs YOUR IMPACT
Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and /or estate advisory. Job Description
YOUR IMPACT
Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and /or estate advisory.
OUR IMPACT
Wealth Management
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, 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 Office (GSFO)
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 Fulfill Your Potential
Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts. Counsel clients on asset protection techniques and implementation Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients’ wealth planning Develop philanthropic goals and implement related structures (e.g., DAF, private foundations) Formalize financial goals and put into action a plan to achieve those goals. Presentation of internal educational seminars to Private Wealth Management teams
Experience & Skills We’re Looking For
Bachelor’s Degree required; CPA and/or JD highly preferred Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax Strong income tax planning expertise Experience with state and local tax matters for the southern state jurisdictions is preferable Experience working with both private company owners and executives of public companies is a plus A strong background in advising on the implementation of asset protection techniques 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 Experience in the structuring and management of family office entities is a plus Ability to work in a fast-paced environment and think clearly under pressure A minimum of ten years of experience as an accountant, attorney or wealth professional Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) Experience working with clients in structuring multi-generational wealth and estate planning strategies Willingness and desire to travel, as necessary, given regional coverage of the role
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 around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Goldman Sachs by 2x Get notified about new Asset Specialist jobs in
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Join to apply for the
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
role at
Goldman Sachs Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
2 days ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
role at
Goldman Sachs YOUR IMPACT
Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and /or estate advisory. Job Description
YOUR IMPACT
Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and /or estate advisory.
OUR IMPACT
Wealth Management
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, 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 Office (GSFO)
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 Fulfill Your Potential
Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts. Counsel clients on asset protection techniques and implementation Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients’ wealth planning Develop philanthropic goals and implement related structures (e.g., DAF, private foundations) Formalize financial goals and put into action a plan to achieve those goals. Presentation of internal educational seminars to Private Wealth Management teams
Experience & Skills We’re Looking For
Bachelor’s Degree required; CPA and/or JD highly preferred Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax Strong income tax planning expertise Experience with state and local tax matters for the southern state jurisdictions is preferable Experience working with both private company owners and executives of public companies is a plus A strong background in advising on the implementation of asset protection techniques 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 Experience in the structuring and management of family office entities is a plus Ability to work in a fast-paced environment and think clearly under pressure A minimum of ten years of experience as an accountant, attorney or wealth professional Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) Experience working with clients in structuring multi-generational wealth and estate planning strategies Willingness and desire to travel, as necessary, given regional coverage of the role
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 around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Goldman Sachs by 2x Get notified about new Asset Specialist jobs in
San Francisco, CA . San Francisco, CA $100,000.00-$120,000.00 2 months ago San Francisco, CA $100,000.00-$150,000.00 1 month ago Equity Financial Analyst - San Francisco
San Francisco, CA $125,000.00-$200,000.00 2 years ago San Francisco, CA $90,000.00-$125,000.00 2 weeks ago San Francisco, CA $80,000.00-$88,500.00 5 days ago San Francisco, CA $130,000.00-$140,000.00 2 months ago Analyst, Technology Investment Banking - San Francisco, CA
San Francisco, CA $110,000.00-$120,000.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, GS Family Office, Family Solutions, Associate - San Francisco
San Francisco, CA $110,000.00-$150,000.00 2 weeks ago San Francisco, CA $69,000.00-$101,000.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate
Associate/Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)
San Francisco, CA $120,000.00-$175,000.00 2 weeks ago Investment Banking Analyst | Video Games
San Francisco County, CA $110,000.00-$115,000.00 3 weeks ago Analyst, Investment Banking – Technology – (San Francisco)
Investment Analyst | Renewable Energy | Sausalito
Investment Banking Analyst | Video Games
Associate/Senior Associate, Investment (Healthcare & Life Sciences-Americas)
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Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
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San Francisco, CA $125,000.00-$155,000.00 3 weeks ago Investment Banking - Private Capital Solutions - Analyst
Walnut Creek, CA $68,000.00-$120,000.00 3 days ago Investment Banking Analyst | Video Games
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr