Goldman Sachs Bank AG
Asset & Wealth Management, GS Trust Company, Trust Officer, Vice President - Wil
Goldman Sachs Bank AG, Wilmington, Delaware, us, 19894
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for helping families achieve their long-term financial goals, the desire to work closely with top fiduciary, tax and wealth management professionals, and the ability to think outside the box? OurTrust Officers (TO) administer trusts, estates and other fiduciary accounts for high net worth clients of Goldman Sachs Private Wealth Management.We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
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 Trust Company An essential component of Goldman Sachs' private wealth management offering, The Goldman Sachs Trust Company, N.A. ("GSTC") is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.
GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management. Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private Wealth Advisors ("PWAs") to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.
HOW YOU WILL FULFILL YOUR POTENTIAL
Administer a book of fiduciary accounts while maintaining the highest service and fiduciary standards
Interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary
Prepare account regulatory reviews and discretionary distribution requests
Coordinate and oversee tax preparation on accounts with our tax compliance service provider
Coordinate the investment process with Trust Company investment officers and Private Wealth Advisor
Coordinate client management with the primary relationship manager (Private Wealth Advisor)
Attend client conference calls and meetings
Participate in internal and external marketing efforts
Interact with client attorneys and advisors
WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach
The Trust Company has offices in New York and Wilmington, Delaware. The TO position is for our Wilmington, Delaware office.
EXPERIENCE & SKILLS WE'RE LOOKING FOR
5+ years of experience administering trusts and/or estates
Law degree a strong plus
Understanding of “Regulation 9” requirements and core concepts affecting fiduciary administration
Understanding of core concepts of estate planning
Basic understanding of the fiduciary investment process
Strong team orientation
Ability to work in a fast-paced environment and think clearly under pressure
Self-motivated and able to work in an autonomous, yet collaborative environment
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Commitment to excellence and a high level of integrity
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.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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.
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.
#J-18808-Ljbffr
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 Trust Company An essential component of Goldman Sachs' private wealth management offering, The Goldman Sachs Trust Company, N.A. ("GSTC") is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.
GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management. Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private Wealth Advisors ("PWAs") to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.
HOW YOU WILL FULFILL YOUR POTENTIAL
Administer a book of fiduciary accounts while maintaining the highest service and fiduciary standards
Interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary
Prepare account regulatory reviews and discretionary distribution requests
Coordinate and oversee tax preparation on accounts with our tax compliance service provider
Coordinate the investment process with Trust Company investment officers and Private Wealth Advisor
Coordinate client management with the primary relationship manager (Private Wealth Advisor)
Attend client conference calls and meetings
Participate in internal and external marketing efforts
Interact with client attorneys and advisors
WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach
The Trust Company has offices in New York and Wilmington, Delaware. The TO position is for our Wilmington, Delaware office.
EXPERIENCE & SKILLS WE'RE LOOKING FOR
5+ years of experience administering trusts and/or estates
Law degree a strong plus
Understanding of “Regulation 9” requirements and core concepts affecting fiduciary administration
Understanding of core concepts of estate planning
Basic understanding of the fiduciary investment process
Strong team orientation
Ability to work in a fast-paced environment and think clearly under pressure
Self-motivated and able to work in an autonomous, yet collaborative environment
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Commitment to excellence and a high level of integrity
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.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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.
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.
#J-18808-Ljbffr