Goldman Sachs Bank AG
Asset & Wealth Management, Estate Settlement Services, Vice President - Albany,
Goldman Sachs Bank AG, Albany, New York, United States, 12205
YOUR IMPACT
Read all the information about this opportunity carefully, then use the application button below to send your CV and application. 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. 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. 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 comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven 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 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. HOW YOU WILL FULFILL YOUR POTENTIAL Interpret, summarize, and understand complex wills and trusts written in all 50 states Be able to articulate complex estate planning and administration concepts in an understandable way to colleagues Lead calls with client advisors, internal compliance, and legal Manage the new contracting process after a client death while coordinating with internal contracting and billing teams Participate in internal and external marketing efforts Interact with client attorneys, tax advisors, and external fiduciaries 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 This position is for our Cohoes, New York office. QUALIFICATIONS EXPERIENCE & SKILLS WE’RE LOOKING FOR 5+ years of experience in estate and trust planning and administration Law Degree required Understanding of core concepts of estate planning and administration required Experience with fiduciary income tax return preparation and estate and gift tax return preparation a strong plus (Note: This position does NOT require tax preparation) Basic understanding of the fiduciary investment process helpful 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 Strong problem-solving skills Salary Range The expected base salary for this Albany, NY, United States-based position is$80,000 - $250,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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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Read all the information about this opportunity carefully, then use the application button below to send your CV and application. 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. 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. 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 comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven 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 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. HOW YOU WILL FULFILL YOUR POTENTIAL Interpret, summarize, and understand complex wills and trusts written in all 50 states Be able to articulate complex estate planning and administration concepts in an understandable way to colleagues Lead calls with client advisors, internal compliance, and legal Manage the new contracting process after a client death while coordinating with internal contracting and billing teams Participate in internal and external marketing efforts Interact with client attorneys, tax advisors, and external fiduciaries 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 This position is for our Cohoes, New York office. QUALIFICATIONS EXPERIENCE & SKILLS WE’RE LOOKING FOR 5+ years of experience in estate and trust planning and administration Law Degree required Understanding of core concepts of estate planning and administration required Experience with fiduciary income tax return preparation and estate and gift tax return preparation a strong plus (Note: This position does NOT require tax preparation) Basic understanding of the fiduciary investment process helpful 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 Strong problem-solving skills Salary Range The expected base salary for this Albany, NY, United States-based position is$80,000 - $250,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. 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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