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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - Dallas

Hdpc · Dallas, TX, United States

Executive LevelQuick applyfull-timeabout 13 hours ago

About The Role

GSFO is in search of a Vice President to lead the rollout, execution, and ongoing optimization of advanced wealth planning capabilities for the firm’s most strategic UHNW clients and family office relationships.

This individual will serve as a senior planning specialist and trusted partner to Private Wealth Advisors and other internal subject-matter experts. The Vice President will lead the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer objectives, and key planning trade-offs.

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