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Goldman Sachs

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

Dallas, TX, United States
Company's own board

First seen Oct 24 · seen live today · from Goldman Sachs's own Oracle Cloud board

The posting, as published

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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