Goldman Sachs · 16 hours ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust Officer, Vice President - Wilmington, DE
Wilmington, DE
Full-time
Onsite
Mid, Senior Level
7+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Senior Trust Officer to administer trusts, estates, and fiduciary accounts for high net worth clients, working closely with wealth management professionals to enhance client relationships and ensure compliance with fiduciary laws.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Serve as primary officer responsible for the management and administration of key trust company client relationships and fiduciary accounts
Manage a book of trust company accounts among a team of professionals, including one or more junior trust officers and a wealth management professional
Work closely with PWA Teams to develop long-term relationships with clients, families and beneficiaries
Coordinate client management with PWAs, engaging regularly with clients, family members and their attorneys and advisors
Interpret and understand estate planning instruments including, trusts, wills, tax filings and other related documents governing each account
Understand and apply fiduciary laws and practices in a proactive manner, implementing estate and trust planning strategies
Understand investment goals and objectives and coordinate the investment process with GSTC investment officers and PWAs
Contribute to new business development efforts, representing the GSTC in meetings with prospects, attorneys, and other professional advisors
Perform responsibilities consistent with best fiduciary and risk management practices
Handle complex trust and relationship matters
Manage regulatory reviews and discretionary distribution requests
Coordinate and oversee tax preparation on accounts with our tax compliance service provider
Participate in internal and external marketing efforts and thought leadership
Keep current on federal and applicable state fiduciary and tax laws
Qualification
Required
Bachelor's degree required
7+ years of experience administering trusts and/or estates
Understanding of 'Regulation 9' requirements and core concepts affecting fiduciary administration
Expertise in trust, estate, and tax administration and/or planning
Understanding of financial markets and prudent investor standards
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
Preferred
Law degree a strong plus
CTFA designation a plus
Accounting background and/or fiduciary tax expertise a plus
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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