VP, AI-Driven Estate Planning for UHNW Clients

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

Job summary

Goldman Sachs Family Office seeks an Associate or Vice President to support a tech-driven estate planning offering for UHNW clients. You will translate complex trust provisions into clear reports and collaborate with PWM teams across Tax, Legal, and Advisory functions.

In this in-office Dallas role, you will manage client onboarding, draft scenario analyses, and ensure timely delivery of sophisticated wealth plans while upholding rigorous professional standards and regulatory requirements.

Qualifications

• Bachelor's Degree required; CPA or JD is a plus.
• Four+ years in accounting or legal fields serving UHNW clients.
• Experience with multi-generational wealth and estate planning.
• Familiarity with US estate/transfer tax or trust tax laws.
• Experience with state and local tax matters.
• Comfortable with adopting new technologies.
• Strong communication with Trustees, Attorneys, Accountants, and advisors.
• Interest in financial markets and strong commercial instinct.
• Excellent interpersonal skills, team player.
• Detail-oriented, resourceful and capable of multi-tasking.
• Define success criteria with vendor partners; measure KPIs.
• SIE, Series 7 & Series 63 exams must be obtained within 3 months.

Responsibilities

• Publish and scale the Digital Estate Planning solution for UHNW clients.
• Review estate documents, extract provisions, assess tax implications, and model wealth strategies.
• Distill complex plans into key components and visualizations.
• Interface with Trustees, Attorneys, Accountants, and other advisors.
• Partner with PWM teams to manage client lifecycle from onboarding to final reports.
• Become SME for GSFO offerings and assist PWAs with client inquiries.
• Coordinate workflow among PWA teams, wealth strategists, clients and external vendors.
• Ensure timely onboarding and delivery of services with stakeholder education.

Skills

Client relationship mgmt

Estate planning know-how

Tax planning

Financial markets interest

Team collaboration

Education

Bachelor's Degree

CPA

JD

Tools

Legal AI

LLM

Data visualization

Job description

Goldman Sachs Family Office seeks an Associate or Vice President to support a tech-driven estate planning offering for UHNW clients. You will translate complex trust provisions into clear reports and collaborate with PWM teams across Tax, Legal, and Advisory functions.

In this in-office Dallas role, you will manage client onboarding, draft scenario analyses, and ensure timely delivery of sophisticated wealth plans while upholding rigorous professional standards and regulatory requirements.