Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - S[...]

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Job Description

ABOUT THIS JOB

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 holistic 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.

We are seeking an experienced and skilled Family Office Advisor to join our team. The ideal candidate will have extensive experience in a single or multi-family office providing comprehensive financial planning and advisory services.

Impact And Responsibilities

Our Impact :

The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8- 12 families per advisor. This ratio allows our teams to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.

Principal Responsibilities

Manage client relationships and a team of financial planners and analysts in providing high quality white-glove financial planning and implementation across the following areas :

Advisory Coordinate and Administration

• Advise, coordinate and manage relationships across multiple client advisers, including attorneys, accountants and bankers to ensure seamless communication and integration of planning.

Financial Statement Preparation

Tax Planning and Administration

assets.

Liquidity and Cash flow Planning and Management

Philanthropic Support

Investment Tracking and Monitoring

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Basic Qualifications

Salary Range

The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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