Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - Deerfield

About the role

As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships, serving a select portfolio of 8-12 families – a client-to-advisor ratio meticulously designed to ensure dedicated attention and truly exceptional, white-glove service.

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

We are looking for a highly accomplished and strategic professional with a proven record in ultra-high net worth wealth management. You should have a 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 in complex financial planning concepts, including advanced tax planning, intricate estate planning, and sophisticated investment management is essential. You must also demonstrate leadership and influence, exceptional communication and interpersonal skills, and a commitment to integrity and confidentiality.

Skills and Experience

• 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. FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
• 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.

Benefits

At Goldman Sachs, we offer a competitive compensation package, including a comprehensive benefits program that includes health insurance, retirement savings plans, and a range of other perks and programs designed to support your well-being and career growth.

Pay

The salary range for this position is $200,000 - $350,000, depending on experience and qualifications.

Schedule

This is a full-time position with flexible working hours to accommodate the needs of our clients and the demands of the role.