Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - San Francisco
About the role
The Goldman Sachs Private Family Office seeks a highly accomplished and strategic professional with a proven record in ultra-high net worth wealth management. This role involves leading a select group of ultra-high net worth families, integrating advice from various professionals, and managing complex financial strategies.
Responsibilities
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.
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.
Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, identify opportunities, and proactively address challenges.
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.
Design and implement comprehensive risk mitigation strategies through sophisticated insurance planning, safeguarding client assets and legacies.
Analyze and optimize complex cash flow dynamics, ensuring robust liquidity and strategic financial positioning for our clients.
Partner with clients to craft and implement impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and maximizing societal benefit.
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.
Requirements
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.
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.
Qualifications
FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
Skills
Strategic thinking and problem-solving skills.
Strong analytical and financial modeling skills.
Excellent interpersonal and communication skills.
Ability to handle confidential and sensitive information.
Experience with wealth management software and tools.
Benefits
Goldman Sachs offers a comprehensive benefits package including health insurance, retirement plans, paid time off, and more. Details can be found on our company website.
Pay
The expected base salary for this San Francisco, California, United States-based position is $85,000 - $270,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Schedule
This is a full-time position based in San Francisco, California.