Internal Product Specialists

YOUR IMPACT

Are you interested in estate and trust administration and enjoy helping others navigate important financial transitions? Do you like working with detailed documents and turning complex information into clear, practical guidance?

Goldman Sachs Wealth Management is seeking an Estate Settlement Services Advisor to join our team. This role offers the opportunity to support advisors and clients through the estate and trust settlement process while continuing to build your knowledge and expertise. You will work in a collaborative environment where attention to detail, strong communication, and thoughtful problem-solving are key to delivering a high-quality client experience.

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.

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 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.

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 and trusts. 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.

As an Estate Settlement Services Advisor, you will:

• Review and Summarize Documents: Analyze wills and trust documents and provide clear summaries to help advisors understand key provisions
• Support Advisor
  
  Education:
  
  Help explain estate and trust concepts in a clear and practical way to colleagues and advisor teams
• Collaborate Across Teams: Work with internal partners, including risk, compliance, and operations teams, to support smooth processes
• Assist with Client Transitions: Support administrative processes following a client’s passing, including coordination with internal teams
• Build External Relationships: Communicate with external partners such as attorneys, tax advisors, and fiduciaries as part of ongoing case work
• Contribute to Team Initiatives: Support internal projects, training efforts, and materials that enhance team effectiveness

We are looking for a motivated, detail‑oriented professional who is interested in developing in estate and trust administration.

• Bachelor’s Degree required (advanced degree a plus, but not required)
• Approximately 3–6 years of relevant experience (e.g., financial services, estate administration, trust operations, or related field)
• Foundational understanding of estate planning and administration concepts
• Strong written and verbal communication skills, with the ability to explain complex information clearly
• Organized and detail‑oriented, with the ability to manage multiple tasks and deadlines
• Collaborative mindset and ability to work effectively across teams
• Positive attitude, strong work ethic, and willingness to learn

The expected base…