Family Office Wealth Solutions Associate

Goldman Sachs, Inc.; San Francisco (CA); On-site; USD 80,000 - 160,000; Full time

Job summary

Goldman Sachs Family Office (GSFO) seeks an Associate to work closely with PWAs on delivering Family Office Solutions and driving business development for west coast clients. You will support onboarding, reporting, planning and non-investment services with a client-centric approach.

The role emphasizes strong communication, multi-disciplinary collaboration, and the ability to manage complex workflows across internal teams and external advisors while maintaining high standards of integrity.

Qualifications

• Bachelor’s Degree required and relevant wealth-management experience.
• 3–5 years in client-facing roles with high-net-worth clients preferred.
• SIE, Series 7 & Series 63 exams must be obtained within 3 months.

Responsibilities

• Serve as the primary contact for west coast clients, coordinating non-investment services.
• Identify opportunities to embed new family office solutions and services.
• Build trusted client relationships with proactive communication and timely delivery.
• Coordinate with PWM teams and external advisors to ensure seamless service.

Skills

Client relationship management

Communication skills

Analytical thinking

Attention to detail

Time management

Education

Bachelor’s Degree

SIE certification

Series 7

Series 63

Job description

Goldman Sachs Family Office (GSFO) seeks an Associate to work closely with PWAs on delivering Family Office Solutions and driving business development for west coast clients. You will support onboarding, reporting, planning and non-investment services with a client-centric approach.

The role emphasizes strong communication, multi-disciplinary collaboration, and the ability to manage complex workflows across internal teams and external advisors while maintaining high standards of integrity.