Goldman Sachs · 5 months ago
Asset & Wealth Management, Private Wealth Management, GS Family Office, Family Solutions, Associate - San Francisco
San Francisco, California, United States
Full-time
Onsite
Mid Level
$80K/yr - $160K/yr
3+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking an Associate for their Family Office Solutions team. The role involves working closely with Private Wealth Advisors to deliver comprehensive wealth management services to clients, focusing on client relationship management and service delivery.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Serve as the primary point of contact for a designated book of west coast clients, ensuring their needs for non-investment services are met with professionalism and promptness from onboarding to ongoing support. Services will span reporting, planning and household and administrative needs
Identify and assess client needs and opportunities for introducing and embedding new non-investment family office services or solutions
Develop and maintain strong, trusted relationships with clients by proactively managing communication regarding delivery of services, special projects and ensuring clients are receiving maximum value for engaged services
Address and resolve client inquiries and concerns in a timely and effective manner, coordinating with internal teams and external third parties as needed
Partner with PWM teams to manage the client lifecycle throughout their relationship, from preliminary marketing, needs evaluation, service onboardings, and ongoing delivery of services
Become a subject matter expert for related service offerings. Services will span multiple disciplines, including consolidated reporting, alternatives administration, estate flow mapping, cyber and physical security, domestic staff recruitment, travel, medical advisory, and more
Collaborate with external advisors and support staff where applicable, (e.g., accountants, attorneys, personal assistants, property managers) to ensure seamless and integrated client experience
Facilitate interaction and workflow among PWA teams, wealth strategists, broader family office solutions colleagues, clients, and third-party tax and legal advisors, to ensure timely deliverables
Foster a client centric environment and ensuring the highest quality of service delivery
Collaborate, problem-solve, and/or strategize with PWA teams on how best to deliver a solution
Act as the ambassador for Family Office, initiate and lead initial discussions with potential clients to understand their needs and introduce the full spectrum of family office services, from a la carte solutions, philanthropy and family governance, to a holistic Private Family Office offering
Stay abreast of the west coast competitive landscape, and evolving needs of ultra-high-net-worth families to identify new service opportunities and market gaps unique to the West Coast
Ensuring quality assurance, deadlines and key performance indicators are met and timely
Work with internal colleagues across Product, Engineering, Compliance, Legal, and third-party vendors to continuously evolve the product offering
Foster a positive, collaborative and productive team culture
Qualification
Required
Bachelor's Degree Required
3-5 years of relevant industry experience in a client-facing role (Family office, Wealth Management, or other experience working with high-net-worth families, is preferred)
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations
Understanding of financial and performance reporting within wealth management
Excellent writing and communication skills and a desire to work in a team-oriented environment
Outstanding analytical and problem-solving skills
Strong attention to detail; strong logical thinker
Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality
Commitment to excellence and a high level of integrity
Self-motivated, and able to balance quality work while meeting short deadlines
Deep interest in the financial markets and good investment sense/commercial instinct
Resourceful, self-starter, attentive to detail with great organizational skills
Ability to work in a fast-paced environment and think clearly under pressure
Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
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
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
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