Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Practice Lead, Vice President - New York

Strategic Practice Development

Design, implement, and lead the national strategy for the insurance solutions practice, including market positioning, service offerings, and growth targets by partnering with the Ayco Wealth Strategies Group (WSG) team responsible for variable life and annuities brokerage to PWM clients.

UHNW Insurance Planning Expertise

Serve as PWM’s leading expert on advanced life insurance strategies for UHNW individuals, providing in-depth guidance to advisors and clients. This involves understanding the nuances of how life insurance products, including private placement life insurance and annuities (PPLI/PPVA), can be used for wealth building and protection, while adhering to regulatory frameworks.

Policy Reviews

Conduct reviews of existing policies to determine if the policy is performing as expected and serving the clients’ goals. Provide independent, objective advice on potential gaps, planning opportunities and alternative solutions.

Client Engagement & Advisory

Partner with Private Wealth Advisors (PWAs) and other internal stakeholders to advise UHNW clients and their families on complex insurance needs, developing tailored solutions that align with their financial goals, estate planning, and philanthropic objectives.

Business Development

Drive new business opportunities by identifying and cultivating relationships with prospective clients and strategic partners, including external advisors, attorneys, and family offices.

P&C Support

Coordinate access to best-in-class P&C insurance solutions for UHNW clients covering assets such as homes, vehicles, and excess liability – by partnering with external providers.

Thought Leadership

Establish the firm as a recognized leader in UHNW insurance solutions through publications, presentations, and active participation in industry forums.

Insurance Broker Management

Evaluate, onboard, and cultivate relationships with best-in-class external insurance providers and carriers to ensure a robust and diverse suite of solutions for clients.

Private Wealth Advisor Education

Partner with Wealth Strategist to educate PWA teams and their clients on internal presentations regarding wealth transfer, income protection strategies and product updates.

Compliance & Risk Management

Ensure all insurance activities comply with relevant state and federal regulations, industry best practices, and internal policies.

Cross-Functional Collaboration

Collaborate effectively with internal teams, including Ayco WSG, wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience.