Goldman Sachs · 5 months ago
Asset & Wealth Management, Goldman Sachs Ayco Trust Advisory Service, Vice President - Albany
Albany, New York, United States
Full-time
Onsite
Mid, Senior Level
5+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Vice President for their Ayco Trust Advisory Service team to support high net worth clients in trust administration and estate planning. The role involves collaborating with various stakeholders, interpreting complex legal documents, and providing operational support to ensure effective trust management.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Interpret, summarize, and understand complex wills and trusts written in all 50 states
Be able to articulate complex estate planning and trust administration concepts in an understandable way to colleagues
Support ATAS team operations by providing subject matter expertise to ATAS team members and other firm stakeholders related to:
Vetting new ATAS business opportunities/new trust fundings
Assisting with technical questions related to ongoing trust administration for existing ATAS relationships
Being a steward of the trust administration process (in partnership with the corporate trustee) from funding to final distribution
Interact directly with third-party corporate trustees, financial advisors, trust grantors, trust beneficiaries, and client attorneys as needed to further support ATAS operations
Lead calls with financial advisors, internal compliance, and internal and external legal counsel
Participate in internal and external marketing efforts
Troubleshoot operational issues with the ATAS team
Qualification
Required
5+ years of experience in trust planning and trust administration (e.g., Trust Officer experience)
Understanding of core concepts of trust planning and administration required
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
Preferred
Law Degree preferred but not required
Familiarity with directed trust and delegated trust models preferred
Experience working with corporate trustees a plus
Familiarity with fiduciary income tax and estate tax concepts a plus (Note: This position does NOT require tax preparation)
Basic understanding of the fiduciary investment process helpful
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
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