Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco

Elevate your career within the prestigious Goldman Sachs Private Family Office, where we deliver unparalleled financial counsel and bespoke implementation services to the world's most accomplished CEOs, founders, private equity principals, and ultra-high net worth individuals and their families. Our discerning clients seek a singular, trusted partner to navigate their complex financial landscapes, and we provide a holistic, integrated approach that spans every facet of wealth management. This is an exceptional opportunity to join a team dedicated to preserving and growing generational wealth.

YOUR IMPACT

As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships, serving a select portfolio of 8-12 families - a client-to-advisor ratio meticulously designed to ensure dedicated attention and truly exceptional, white-glove service. For over three decades, our Advisor teams have been the trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive financial planning and strategic guidance that directly impacts our clients' legacies.

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 Family Office

The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Strategic Client Leadership: Function as the primary point of contact and lead advisor for a select group of ultra-high net worth families, orchestrating comprehensive financial strategies tailored to their unique needs.
• Integrated Advisory & Coordination: Seamlessly manage and integrate advice from a network of internal and external professionals (including attorneys, accountants, and bankers) to ensure cohesive and optimal client outcomes.
• Advanced Financial Analysis: Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, identify opportunities, and proactively address challenges.
• Proactive Tax & Estate Planning: Develop and execute advanced tax efficiency strategies, ensuring compliance while maximizing wealth preservation. Collaborate with T&E attorneys to design and implement robust estate plans that facilitate efficient wealth transfer and minimize tax liabilities.
• Holistic Risk Management: Design and implement comprehensive risk mitigation strategies through sophisticated insurance planning, safeguard client assets and legacies.
• Dynamic Liquidity & Cash Flow Management: Analyze and optimize complex cash flow dynamics, ensuring robust liquidity and strategic financial positioning for our clients.
• Impactful Philanthropic Advisory: Partner with clients to craft and implement impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and maximizing societal benefit.
• Sophisticated Investment Oversight: Monitor, analyze, and report on diverse investment portfolios, including alternative investments, ensuring alignment with client objectives, and collaborating with internal and external managers to optimize performance.

SKILLS AND EXPERIENCE WE ARE LOOKING FOR

We seek a highly accomplished and strategic professional with a proven record in ultra-high net worth wealth management.

• Education: Bachelor's degree in finance, accounting, or a related field. An advanced degree or degree (e.g., MST, MBA, JD, CPA, CFP) is required. FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
• Experience: Minimum of 7 years of progressive experience in financial planning, tax, consulting, or a related field, with significant exposure to single or multi-family office environments.
• Expertise: Deep knowledge and practical application of complex financial planning concepts, including advanced tax planning, intricate estate planning, and sophisticated investment management.
• Leadership & Influence: Demonstrated ability to manage client relationships, lead high-performing teams, and influence outcomes across a diverse stakeholder group.
• Communication: Exceptional communication, interpersonal, and project management skills, capable of articulating complex strategies with clarity and precision.
• Integrity: Unwavering commitment to confidentiality and the discreet handling of sensitive client information.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit to 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. Headquarters in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We are 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 are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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