Goldman Sachs
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Offic
Goldman Sachs, Dallas, Texas, United States, 75215
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas
Join to apply for the
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas
role at
Goldman Sachs . Goldman Sachs Family Office (GSFO) is searching for a Vice President to support customized educational and advisory resources to address clients’ multigenerational legacy planning and stewardship needs. The role will serve as a key strategic planner and values‑based advisor within the team, guiding families through key inflection points and long‑term goals for multi‑generational success. Responsibilities
Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. Family Meetings: Regularly facilitate family meetings with some of Private Wealth Management’s most strategic clients, whether annual retreats or topic‑focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue and strong governance practices. Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up‑to‑date and effective advice to support financial and non‑financial wealth objectives. Coordinate with financial and estate planning professionals to ensure alignment. Client Relations: Build trusted relationships with clients and advisors. Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. Qualifications
Bachelor's Degree Required 10 years of senior‑level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. Extensive experience working with clients in developing and executing family enterprise strategies. Extensive experience in working with multi‑generational wealth and related interpersonal and intergenerational dynamics. Bachelor’s degree or equivalent work‑related experience. Strong project management skills, capable of multi‑tasking; self‑starter. Strong conceptual skills; strategic thinker. Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. Self‑motivated, entrepreneurial, mission‑driven and team player. Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment). 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 firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more 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
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Join to apply for the
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas
role at
Goldman Sachs . Goldman Sachs Family Office (GSFO) is searching for a Vice President to support customized educational and advisory resources to address clients’ multigenerational legacy planning and stewardship needs. The role will serve as a key strategic planner and values‑based advisor within the team, guiding families through key inflection points and long‑term goals for multi‑generational success. Responsibilities
Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. Family Meetings: Regularly facilitate family meetings with some of Private Wealth Management’s most strategic clients, whether annual retreats or topic‑focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue and strong governance practices. Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up‑to‑date and effective advice to support financial and non‑financial wealth objectives. Coordinate with financial and estate planning professionals to ensure alignment. Client Relations: Build trusted relationships with clients and advisors. Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. Qualifications
Bachelor's Degree Required 10 years of senior‑level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. Extensive experience working with clients in developing and executing family enterprise strategies. Extensive experience in working with multi‑generational wealth and related interpersonal and intergenerational dynamics. Bachelor’s degree or equivalent work‑related experience. Strong project management skills, capable of multi‑tasking; self‑starter. Strong conceptual skills; strategic thinker. Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. Self‑motivated, entrepreneurial, mission‑driven and team player. Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment). 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 firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more 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
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