Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Re

Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Strategist, Vice President, San Francisco location_on San Francisco, California, United States YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist to work closely with PWAs in delivering Family Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services. 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) 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 Serve as a subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective with specialization in the administration and restructuring of trusts Interpret and understand trust and related documents, using as a resource senior staff, and internal and external counsel as necessary Act as the main point of contact and dedicated manager providing oversight for services provided by preferred third party trust company service providers serving GS&Co. Ensure excellence in client service for services provided by preferred third party trust company service providers working with their dedicated teams and managers, PWAs and clients Provide high level supervision as the dedicated relationship manager to ensure a favored client experience Serve as regional fiduciary business development officer working closely with PWAs on new prospect matters as they related to the need for discretionary and directed trust services. Liaison closely with GS Trust Company professionals including GS Trust Company Chief Fiduciary Officer Proactively monitor the trust and client situation to determine when and whether the client might benefit from additional GS Family Office and/or GS Trust Company services QUALIFICATIONS Bachelor's Degree Required Must have a JD and/or MBA Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies Prior experience at a trust company in a legal, business development, administration, or operational role is preferred 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 Demonstrated progression of leadership and business development responsibilities Excellent writing and communication skills Outstanding analytical and problem – solving skills Commitment to delivering the highest quality of service in a timely and thoughtful manner 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 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range

If you think you are the right match for the following opportunity, apply after reading the complete description. 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 . Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer.

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