Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - Dallas

About the role

GSFO is seeking a Vice President to lead the rollout, execution, and ongoing optimization of advanced wealth‑planning capabilities for the firm’s most strategic ultra‑high‑net‑worth (UHNW) clients and family‑office relationships. The individual will serve as a senior planning specialist and trusted partner to Private Wealth Advisors and other internal subject‑matter experts, leading the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash‑flow outlook, wealth‑transfer objectives, and key planning trade‑offs.

Responsibilities

• Design and deliver comprehensive wealth‑planning and modeling for UHNW individuals, families, and family offices.
• Act as a senior wealth‑planning resource for sophisticated client situations involving private‑business interests, complex ownership structures, concentrated assets, private investments, leverage, philanthropy, and multigenerational wealth‑transfer goals.
• Assist advisors in building and maintaining complex, nested‑entity balance sheets that consolidate assets, liabilities, ownership interests, and cash flows.
• Develop advanced, dynamic cash‑flow models that incorporate investment income, operating business distributions, liquidity events, private‑investment capital calls and distributions, debt service, taxes, lifestyle spending, philanthropy, insurance, and planned wealth transfers.
• Create tax‑efficient wealth‑transfer analyses, including optimization of irrevocable trusts, lifetime gifting programs, and pre‑transaction planning.
• Participate in client meetings to explain planning analyses, assumptions, scenarios, and trade‑offs in a client‑appropriate manner.
• Serve as an escalation point for technically complex client situations and advisor requests, while advancing personal modeling expertise.
• Identify recurring advisor needs and collaborate with Product and Engineering to enhance tools, processes, data infrastructure, and reporting capabilities.
• Train and mentor Private Wealth Advisors, analysts, associates, and planning professionals on interpretation and application of advanced financial models.
• Provide guidance to junior team members on financial modeling, data review, scenario analysis, client presentation development, and disciplined planning practices.
• Promote consistent adoption of wealth‑planning tools, processes, and standards across GSFO and the Private Wealth Management platform.

Qualifications

• Bachelor’s degree required; preferred fields include Finance, Economics, Business Administration, or related disciplines.
• Advanced degree or certification highly preferred (MBA, JD, CFA, CFP, or similar).
• 10+ years of relevant experience in private wealth management, family‑office advisory, complex financial planning, trust and estate planning, transaction advisory, private banking, accounting, valuation, or a related field.
• Proven experience developing sophisticated financial models involving multiple legal entities, intercompany relationships, and consolidated family balance sheets.
• Strong understanding of UHNW client financial structures such as trusts, partnerships, LLCs, private businesses, investment entities, and charitable vehicles.
• Working knowledge of estate‑planning, gift‑planning, trust, tax‑aware wealth‑transfer, and philanthropic‑planning concepts.
• Advanced Excel modeling skills, including scenario analysis, dynamic cash‑flow forecasting, data validation, model auditability, and presentation‑ready output design.
• Ability to synthesize complex financial information into clear written materials and executive‑level presentations.
• Leadership experience with a proven ability to lead, influence, and collaborate across teams and stakeholders.
• Resourceful, self‑starter, detail‑oriented, and capable of multitasking in a fast‑paced environment.
• Required securities licenses: Securities Industry Essentials (SIE), Series 7, and Series 63 (must be obtained within the first three months of employment).

Location

This full‑time, in‑office role is based in Dallas, Texas, and will serve clients across the United States.

About Goldman Sachs

Goldman Sachs is a leading global investment banking, securities, and investment management firm founded in 1869. The firm’s Wealth Management division empowers clients worldwide to achieve their financial goals through advisor‑led financial planning, investment management, banking, and comprehensive advice for ultra‑high‑net‑worth and high‑net‑worth individuals, families, foundations, endowments, corporations, and employees. Goldman Sachs is committed to diversity, inclusion, and providing reasonable accommodations for candidates with disabilities.