VP, UHNW Wealth Planning & Family Office

Goldman Sachs; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Goldman Sachs’ Private Wealth Management arm seeks a Vice President to lead wealth planning capabilities for UHNW clients and family offices. You will partner with Private Wealth Advisors to build complex analyses of net worth, liquidity, transfers, and trade-offs.

Based in Dallas, this role guides senior planning work, mentors analysts, and partners with Product and Engineering to enhance planning tools and data infrastructure.

Qualifications

• 10+ years of experience in private wealth management or related fields.
• Experience building sophisticated financial models with multi-entity structures.
• Strong UHNW client knowledge, including trusts and family offices.
• Advanced Excel modeling, scenario analysis, and cash-flow forecasting.

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 complex client situations involving private-business interests and estate planning.
• Build nested-entity balance sheets consolidating assets, liabilities, ownership interests and cash flows.
• Develop advanced cash-flow models including investment income, distributions, liquidity events and taxes.
• Develop tax-efficient wealth-transfer analyses and pre-transaction planning.
• Present planning analyses in client meetings with clear, executive-ready materials.
• Mentor Private Wealth Advisors and planning professionals on modeling and data review.
• Collaborate with Product and Engineering to enhance tools, data infrastructure, and reporting.
• Promote consistent adoption of wealth-planning tools across GSFO and PWM.

Skills

Financial modeling

Analytical thinking

Leadership

Communication

Education

Bachelor's degree

MBA or CFA/CFP preferred

Tools

Advanced Excel

Job description

Goldman Sachs’ Private Wealth Management arm seeks a Vice President to lead wealth planning capabilities for UHNW clients and family offices. You will partner with Private Wealth Advisors to build complex analyses of net worth, liquidity, transfers, and trade-offs.

Based in Dallas, this role guides senior planning work, mentors analysts, and partners with Product and Engineering to enhance planning tools and data infrastructure.