Goldman Sachs · 3 days ago
Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Strategist, Vice President, San Francisco
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $270K/yrGoldman Sachs is a leading global investment banking and investment management firm, and they are seeking a Trust Relationship Strategist to assist high net worth clients with trust and estate planning. The role involves serving as a subject matter expert, providing oversight for trust services, and collaborating with Private Wealth Advisors to enhance client relationships.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Serve as a subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective with specialization in the administration and restructuring of trusts
Interpret and understand trust and related documents, using as a resource senior staff, and internal and external counsel as necessary
Act as the main point of contact and dedicated manager providing oversight for services provided by preferred third party trust company service providers serving GS&Co
Ensure excellence in client service for services provided by preferred third party trust company service providers working with their dedicated teams and managers, PWAs and clients
Provide high level supervision as the dedicated relationship manager to ensure a favored client experience
Serve as regional fiduciary business development officer working closely with PWAs on new prospect matters as they related to the need for discretionary and directed trust services. Liaison closely with GS Trust Company professionals including GS Trust Company Chief Fiduciary Officer
Proactively monitor the trust and client situation to determine when and whether the client might benefit from additional GS Family Office and/or GS Trust Company services
Qualification
Required
Bachelor's Degree Required
Must have a JD and/or MBA
Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies
Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning
Deep interest in the financial markets and good investment sense/commercial instinct
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
Extensive experience of presenting to internal and external audiences
Ability to build consensus and facilitate decision-making among families
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 is preferred
Benefits
Competitive benefits and wellness offerings
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Founded in 1869
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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