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

About the role

This role supports customized and proprietary educational and advisory programs/resources to address clients’ multigenerational legacy planning and stewardship needs. Key responsibilities include engaging and educating wealth creators and stewards, facilitating family meetings, staying abreast of industry trends, and building trusted relationships with clients and advisors.

Responsibilities

• 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.
• Regularly facilitate family meetings with some of PWM’s 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.
• 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.
• Build trusted relationships with clients and advisors.
• Take on internal roles to build and support strategic firm activities.

Qualifications

• 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.