Goldman Sachs
Asset & Wealth Management, Estate Settlement Services, Vice President - Dallas,
Goldman Sachs, Dallas, Texas, United States, 75215
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Asset & Wealth Management, Estate Settlement Services, Vice President - Dallas, TX
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Goldman Sachs 1 week ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management, Estate Settlement Services, Vice President - Dallas, TX
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Goldman Sachs Get AI-powered advice on this job and more exclusive features. Job Description The Estate Settlement Services (“ESS”) team works with advisors who service high net worth to ultra-high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help the advisors efficiently navigate the process of settling client estates. Members of the ESS team interact with many segments of the firm including working closely with internal compliance officers and legal departments while also connecting externally with the client’s fiduciary, legal, and tax advisors. 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? 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. Our growth is driven by a focus on our people, our clients and customers, and leading-edge technology, data, and design. Goldman Sachs Ayco (Ayco)
partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce, leveraging the 50-year heritage of Ayco and the resources of Goldman Sachs to meet evolving employee needs. Ayco advisors and technical specialists help clients achieve their financial goals through education and guided implementation across key financial disciplines, including employee benefit planning. The Estate Settlement Services (“ESS”) team works with advisors who service high net worth to ultra-high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help them efficiently navigate estate settlement processes. Members interact with many segments of the firm and connect externally with clients’ fiduciary, legal, and tax advisors. How You Will Fulfill Your Potential Interpret, summarize, and understand complex wills and trusts written in all 50 states. Articulate complex estate planning and administration concepts clearly to colleagues. Lead calls with client advisors, internal compliance, and legal teams. Manage the contracting process after a client’s death, coordinating with internal teams. Participate in marketing efforts. Interact with client attorneys, tax advisors, and external fiduciaries. Where Will You Make an Impact This position is based in Dallas, Texas, and is part of our Private Wealth Management business, which has locations across the U.S. Qualifications Experience & Skills 5+ years in estate and trust planning and administration. Law Degree required. Understanding of estate planning and administration concepts. Experience with fiduciary income tax and estate/gift tax returns is a plus (not required). Basic knowledge of fiduciary investment processes is helpful. Strong team orientation and communication skills. Ability to work in a fast-paced environment with attention to detail. Self-motivated and collaborative. High integrity and problem-solving skills. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Note: This job posting is active and not expired.
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Asset & Wealth Management, Estate Settlement Services, Vice President - Dallas, TX
role at
Goldman Sachs 1 week ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management, Estate Settlement Services, Vice President - Dallas, TX
role at
Goldman Sachs Get AI-powered advice on this job and more exclusive features. Job Description The Estate Settlement Services (“ESS”) team works with advisors who service high net worth to ultra-high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help the advisors efficiently navigate the process of settling client estates. Members of the ESS team interact with many segments of the firm including working closely with internal compliance officers and legal departments while also connecting externally with the client’s fiduciary, legal, and tax advisors. 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? 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. Our growth is driven by a focus on our people, our clients and customers, and leading-edge technology, data, and design. Goldman Sachs Ayco (Ayco)
partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce, leveraging the 50-year heritage of Ayco and the resources of Goldman Sachs to meet evolving employee needs. Ayco advisors and technical specialists help clients achieve their financial goals through education and guided implementation across key financial disciplines, including employee benefit planning. The Estate Settlement Services (“ESS”) team works with advisors who service high net worth to ultra-high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help them efficiently navigate estate settlement processes. Members interact with many segments of the firm and connect externally with clients’ fiduciary, legal, and tax advisors. How You Will Fulfill Your Potential Interpret, summarize, and understand complex wills and trusts written in all 50 states. Articulate complex estate planning and administration concepts clearly to colleagues. Lead calls with client advisors, internal compliance, and legal teams. Manage the contracting process after a client’s death, coordinating with internal teams. Participate in marketing efforts. Interact with client attorneys, tax advisors, and external fiduciaries. Where Will You Make an Impact This position is based in Dallas, Texas, and is part of our Private Wealth Management business, which has locations across the U.S. Qualifications Experience & Skills 5+ years in estate and trust planning and administration. Law Degree required. Understanding of estate planning and administration concepts. Experience with fiduciary income tax and estate/gift tax returns is a plus (not required). Basic knowledge of fiduciary investment processes is helpful. Strong team orientation and communication skills. Ability to work in a fast-paced environment with attention to detail. Self-motivated and collaborative. High integrity and problem-solving skills. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Note: This job posting is active and not expired.
#J-18808-Ljbffr