Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
- San Francisco, CA
- Temporary
- Full-time
- Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective
- Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts.
- Counsel clients on asset protection techniques and implementation
- Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients' wealth planning
- Develop philanthropic goals and implement related structures (e.g., DAF, private foundations)
- Formalize financial goals and put into action a plan to achieve those goals.
- Presentation of internal educational seminars to Private Wealth Management teams
- Bachelor's Degree required; CPA and/or JD highly preferred
- Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies
- Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax
- Strong income tax planning expertise
- Experience with state and local tax matters for the southern state jurisdictions is preferable
- Experience working with both private company owners and executives of public companies is a plus
- A strong background in advising on the implementation of asset protection techniques
- Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning
- Deep interest in the financial markets and good investment sense/commercial instinct
- Excellent interpersonal skills and a desire to work in a team-oriented environment
- Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
- Extensive experience of presenting to internal and external audiences
- Ability to build consensus and facilitate decision-making among families
- Experience in the structuring and management of family office entities is a plus
- Ability to work in a fast-paced environment and think clearly under pressure
- A minimum of ten years of experience as an accountant, attorney or wealth professional
- Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
- Experience working with clients in structuring multi-generational wealth and estate planning strategies
- Willingness and desire to travel, as necessary, given regional coverage of the role
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 .