Goldman Sachs · 6 hours ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Wealth Strategist, Vice President - Houston
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their financial goals. The role involves advising high net worth clients on various aspects of wealth transmission, including estate planning, tax-efficient strategies, and charitable giving, while interfacing with other professionals in the wealth planning space.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective
Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts
Counsel clients on asset protection techniques and implementation
Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients’ wealth planning
Develop philanthropic goals and implement related structures (e.g., DAF, private foundations)
Formalize financial goals and put into action a plan to achieve those goals
Presentation of internal educational seminars to Private Wealth Management teams
Qualification
Required
Bachelor's Degree required; CPA and/or JD highly preferred
Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies
Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax
Strong income tax planning expertise
Experience with state and local tax matters for the southern state jurisdictions is preferable
Experience working with both private company owners and executives of public companies is a plus
A strong background in advising on the implementation of asset protection techniques
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
Experience in the structuring and management of family office entities is a plus
Ability to work in a fast-paced environment and think clearly under pressure
A minimum of ten years of experience as an accountant, attorney or wealth professional
Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
Willingness and desire to travel, as necessary, given regional coverage of the role
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
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
2025-12-31
2025-12-30
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