VP, Trust & Estates – Family Office Advisor

SRI Conference; San Francisco (CA); Presencial; USD 85.000 - 270.000; Jornada completa

Descripción de la vacante

Goldman Sachs is seeking a Vice President and Trust Relationship Manager in San Francisco to drive strategic expansion of our fiduciary services platform. You will educate sophisticated clients, partner with Private Wealth Advisors, and lead relationships with preferred trust companies while shaping our global family office practice.

The role requires a background as a Trusts attorney or senior fiduciary executive with experience in multi-generational wealth planning and high net worth client

Formación

• Act as a subject matter expert in trust administration, with a focus on discretionary, directed, and delegated trust arrangements.
• Demonstrate advanced expertise in interpreting trust agreements and related legal documentation.
• Oversee relationships between Goldman Sachs and preferred third-party trust companies.
• Provide high-level oversight as the liaison for fiduciary services.
• Serve as regional fiduciary business development lead with Private Wealth Advisors.
• Proactively analyze client needs to identify opportunities for additional services.

Responsabilidades

• Act as a subject matter expert in trust administration and trust arrangements.
• Interpret trust agreements and related fiduciary documentation with senior leadership.
• Manage strategic relationships with third‑party trust companies.
• Provide liaison support ensuring a consistently exceptional client experience.
• Lead fiduciary business development in the region with PWAs.
• Anticipate client needs and introduce additional GS Family Office and trust services.

Conocimientos

Trust administration

Discretionary trusts

Directed trusts

Delegated trusts

Strategic relationships

Business development

Client needs analysis

Educación

Bachelor's Degree

Juris Doctor or MBA preferred

Descripción del empleo

Goldman Sachs is seeking a Vice President and Trust Relationship Manager in San Francisco to drive strategic expansion of our fiduciary services platform. You will educate sophisticated clients, partner with Private Wealth Advisors, and lead relationships with preferred trust companies while shaping our global family office practice.

The role requires a background as a Trusts attorney or senior fiduciary executive with experience in multi-generational wealth planning and high net worth client