Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - Albany

Job Summary

Lead a team responsible for comprehensive accounting and payment services, leveraging agentic AI technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, processing invoices, ensuring timely payments, and managing vendor relationships.

Responsibilities

• Recruit, develop, and lead a high-performing team of bill pay and accounting specialists.
• Foster a culture of excellence, collaboration, continuous learning, and client-centricity.
• Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts.
• Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships).
• Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies.
• Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities.
• Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations.
• Serve as a primary point of contact for client communications related to billing and financial matters.
• Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors.
• Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records.
• Handle all sensitive financial information with the utmost discretion and confidentiality.
• Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties.
• Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering.

Requirements

• Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
• An ACCA/CPA certification is highly desirable.
• A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment.
• Exposure to investment reporting, alternative assets, or trust/estate accounting.
• Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients.
• Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
• Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms.
• Exceptional Excel skills.
• Experience with state and federal tax matters is a plus.
• Excellent interpersonal skills and a desire to work in a team-oriented environment.
• Resourceful, self-starter, attentive to detail, and capable of multi-tasking in a fast-paced environment.
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment).

Qualifications

• Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
• An ACCA/CPA certification is highly desirable.
• A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment.
• Exposure to investment reporting, alternative assets, or trust/estate accounting.
• Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients.
• Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
• Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms.
• Exceptional Excel skills.
• Experience with state and federal tax matters is a plus.
• Excellent interpersonal skills and a desire to work in a team-oriented environment.
• Resourceful, self-starter, attentive to detail, and capable of multi-tasking in a fast-paced environment.
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment).

Skills

• Strong leadership and team management skills.
• Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite).
• Exceptional Excel skills.
• Experience with state and federal tax matters.
• Excellent interpersonal skills and a desire to work in a team-oriented environment.
• Resourceful, self-starter, attentive to detail, and capable of multi-tasking in a fast-paced environment.

Benefits

Goldman Sachs is an equal opportunity/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.

The expected base salary for this Albany, New York, United States-based position is $80000-$250000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits include:

• Health and welfare benefits
• Retirement savings plan
• Flexible spending account
• Employee stock purchase plan
• Wellness and fitness programs
• Parental leave
• Family care and bereavement leave
• Professional development and training
• Employee referral program
• Community involvement and volunteerism
• Employee assistance program
• Comprehensive insurance coverage
• Flexible work arrangements
• Generous paid time off
• Discounted travel and entertainment
• Subsidized meals and snacks
• On-site amenities
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs
• Childcare and eldercare support
• Employee recognition and awards
• Annual performance reviews
• Professional networking events
• Volunteer opportunities
• Professional development workshops
• Employee resource groups
• Environmental sustainability initiatives
• Telework options
• Technology and productivity tools
• Personalized wellness programs