Asset & Wealth Management, Private Wealth Management, Family Office, Legacy Plann

YOUR IMPACT

Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients’ multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc.

This role will serve as a key strategic planner and values‑based advisor within the broader team to guide enterprising families through key inflection points and across long‑term goals for multi‑generational success.

• Legacy Planning
  :
  Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc.
• Family Meetings
  :
  Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic‑focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices.
• Market Analysis and Trend Monitoring
  :
  Stay abreast of industry trends, economic changes, and evolving tax laws to provide up‑to‑date and effective advice to support financial and non‑financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment.
• Client Relations
  :
  Build trusted relationships with clients and advisors.
• Business Development and Research Projects
  :
  Take on internal roles to build and support strategic firm activities.

• Bachelor's Degree Required
• 10 years of senior‑level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law.
• Extensive experience working with clients in developing and executing family enterprise strategies.
• Extensive experience in working with multi‑generational wealth and related interpersonal and intergenerational dynamics.
• Bachelor’s degree or equivalent work-related experience.
• Strong project management skills, capable of multi‑tasking; self‑starter.
• Strong conceptual skills; a strategic thinker.
• Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context.
• Self‑motivated, entrepreneurial, mission‑driven and team player.
• Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity