Asset & Wealth Management, Estate Settlement Services, Vice President - Dallas, TX

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for helping families achieve their long-term financial goals, the desire to work closely with top fiduciary, tax and wealth management professionals, and the ability to think outside the box? We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

The Estate Settlement Services ("ESS") team works with advisors who service high net worth to ultra-high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help the advisors efficiently navigate the process of settling client estates. Members of the ESS team interact with many segments of the firm including working closely with internal compliance officers and legal departments while also connecting externally with the client's fiduciary, legal, and tax advisors.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Interpret, summarize, and understand complex wills and trusts written in all 50 states
• Be able to articulate complex estate planning and administration concepts in an understandable way to colleagues
• Lead calls with client advisors, internal compliance, and legal
• Manage the new contracting process after a client death while coordinating with internal contracting and billing teams
• Participate in internal and external marketing efforts
• Interact with client attorneys, tax advisors, and external fiduciaries

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach

This position is for our Dallas, Texas office.

QUALIFICATIONS

EXPERIENCE & SKILLS WE'RE LOOKING FOR

• 5+ years of experience in estate and trust planning and administration
• Law Degree required
• Understanding of core concepts of estate planning and administration required
• Experience with fiduciary income tax return preparation and estate and gift tax return preparation a strong plus (Note: This position does NOT require tax preparation)
• Basic understanding of the fiduciary investment process helpful
• Strong team orientation
• Ability to work in a fast-paced environment and think clearly under pressure
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Commitment to excellence and a high level of integrity
• Strong problem-solving skills

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2023. All rights reserved.

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

Salary Range

The expected base salary for this Albany, NY, United States-based position is $80,000 - $250,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.