VP, Advanced Wealth Planning for UHNW Families

Goldman Sachs; Dallas (WV); On-site; USD 150,000 - 230,000; Full time

Job summary

Goldman Sachs Private Wealth Management seeks a Vice President to lead the rollout, execution, and optimization of advanced wealth planning capabilities for the firm’s UHNW clients and family offices. You will guide PWAs, manage complex financial analyses, and deliver integrated planning insights across tax, liquidity, and estate considerations.

You will collaborate with Private Wealth Advisors and subject-matter experts to design models, explain assumptions, and present scenarios in client

Qualifications

• Bachelor's degree in a relevant field; MBA/CFAs are highly preferred.
• 10+ years of experience in private wealth management or related fields.
• Proven ability to develop sophisticated financial models involving multiple entities.

Responsibilities

• Lead the design and delivery of comprehensive wealth planning and modeling for UHNW individuals, families and family offices.
• Serve as a senior wealth-planning resource for the firm’s most sophisticated client situations.
• Develop advanced cash-flow models incorporating investments, distributions, debt service, taxes and wealth transfers.
• Assist advisors with tax-efficient wealth transfer analyses and estate planning considerations.
• Present planning analyses and scenarios to clients and Advisors in a clear, actionable manner.
• Mentor and train Private Wealth Advisors and planning professionals on model interpretation and best practices.

Skills

Advanced Excel modeling

UHNW wealth planning

Financial modeling

Leadership

Executive presentations

SIE/Series 7/63

Education

Bachelor's Degree Required; Finance/Economics/Business preferred

MBA/JD/CFA/CFP or equivalent preferred

Job description

Goldman Sachs Private Wealth Management seeks a Vice President to lead the rollout, execution, and optimization of advanced wealth planning capabilities for the firm’s UHNW clients and family offices. You will guide PWAs, manage complex financial analyses, and deliver integrated planning insights across tax, liquidity, and estate considerations.

You will collaborate with Private Wealth Advisors and subject-matter experts to design models, explain assumptions, and present scenarios in client