Vice President, Legacy & Multi-Gen Wealth Strategy

Goldman Sachs; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Goldman Sachs is seeking a Vice President to provide educational and advisory services focusing on multigenerational legacy planning and stewardship. The role involves engaging wealth creators and facilitating family meetings to promote strategic alignment and governance.

The candidate should have at least 10 years of senior-level management experience, a Bachelor's degree, and strong project management skills. Proficiency in Microsoft Office and Salesforce is essential. This position is based in Dallas, Texas, with a commitment to diversity and inclusion.

Qualifications

• 10 years of senior-level management or equivalent experience in relevant fields.
• Extensive experience in developing family enterprise strategies.
• Strong conceptual skills and strategic thinking.

Responsibilities

• Engage and educate clients on legacy goals.
• Facilitate regular family meetings with clients.
• Stay updated on industry trends for effective advice.
• Build trusted relationships with clients.
• Support strategic firm activities through research projects.

Skills

Strategic planning

Organizational development

Family wealth management

Project management

Verbal and written communication

Client relations

Multi-tasking

Self-motivated

Education

Bachelor's Degree

Tools

Microsoft Office (Excel, PowerPoint)

Salesforce

Job description

Goldman Sachs is seeking a Vice President to provide educational and advisory services focusing on multigenerational legacy planning and stewardship. The role involves engaging wealth creators and facilitating family meetings to promote strategic alignment and governance.

The candidate should have at least 10 years of senior-level management experience, a Bachelor's degree, and strong project management skills. Proficiency in Microsoft Office and Salesforce is essential. This position is based in Dallas, Texas, with a commitment to diversity and inclusion.