Goldman Sachs · 5 months ago
Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Strategist, Vice President, San Francisco
San Francisco, California, United States
Full-time
Onsite
Mid, Senior Level
$85K/yr - $270K/yr
10+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Trust Relationship Strategist to work closely with Private Wealth Advisors in delivering Family Office Solutions to clients. The role involves providing a seamless client experience, coordinating meetings, and acting as a primary point of contact between clients and their Trustee.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Provide a seamless client experience and liaison as the primary point of contact between client and their Trustee – GSTC’s Ambassador for SF PWM
Coordinate and attend quarterly meetings including the third-party trust company, PWM team and client
Provide high level supervision as the dedicated relationship manager to ensure a favored client experience
Advocate for the client to the Trustee as needed
Proactively monitor the trust and client and client situation to determine when and whether the client might benefit from GSTC’s integrated, full service offering (this may occur upon a liquidity event)
Principal contact for GSTC advisors, their clients and prospective clients regarding opportunities where GSTC can serve in a current or future fiduciary role
Sit in SF PWM and partner with PWM teams to manage the entire client lifecycle
Qualification
Required
Bachelor's Degree Required
Must have a JD and/or MBA
10+ years of experience administering trusts, managing trust administration personnel, and involvement in new business opportunity initiatives
Ability to work independently and in group settings, including with colleagues in remote locations
Demonstrated progression of leadership and business development responsibilities
Excellent writing and communication skills
Outstanding analytical and problem-solving skills
Commitment to delivering the highest quality of service in a timely and thoughtful manner
Preferred
Prior experience at a trust company in a legal, business development, administration, or operational role
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.
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
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2026-01-08
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