Goldman Sachs · 1 day ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas
Dallas, 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 for their Family Office to support multigenerational legacy planning and stewardship needs. The role involves engaging with clients to clarify and design their legacy goals, facilitating family meetings, and building trusted relationships with clients while staying updated on industry trends.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc
Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices
Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment
Client Relations: Build trusted relationships with clients and advisors
Business Development and Research Projects: Take on internal roles to build and support strategic firm activities
Qualification
Required
Bachelor's Degree Required
10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law
Extensive experience working with clients in developing and executing family enterprise strategies
Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics
Bachelor's degree or equivalent work-related experience
Strong project management skills, capable of multi-tasking; self-starter
Strong conceptual skills; a strategic thinker
Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within a family enterprise context
Self-motivated, entrepreneurial, mission-driven and team player
Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness
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
Business Insider
2026-01-16
Private Equity Wire
2026-01-16
2026-01-16
Company data provided by crunchbase