Asset & Wealth Management, Private Wealth Management, GS Family Office, Family Solutions, Assoc

YOUR IMPACT

Goldman Sachs Family Office (GSFO) is in search of an Associate to work closely with PWAs in delivering Family Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services.

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.

Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data and design.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.

• Serve двумъ как primary point of contact for a designated book of West Coast clients, ensuring their non‑investment service needs are met with professionalism and promptness from onboarding to ongoing support. Services span reporting, planning and household and administrative needs.
• Identify and assess client needs and opportunities for introducing and embedding new non‑investment family office services or solutions.
• Develop and maintain strong, trusted relationships with clients by ახლა proactively managing communication regarding delivery of services, special projects and ensuring clients are receiving maximum value for engaged services.
• Address and resolve client inquiries and concerns in a timely and effective manner, coordinating with internal teams and external third parties as needed.

• Partner with PWM teams to manage the client lifecycle throughout their relationship, from preliminary marketing, needs evaluation, service onboardings, and ongoing delivery of services.
• Become a subject matter expert for related service offerings. Services span multiple disciplines, including consolidated reporting, alternatives administration, estate flow mapping, cyber and physical security, domestic staff recruitment, travel, medical advisory, and more.
• Collaborate with external advisors and support staff where applicable, (e.g., accountants, attorneys, personal assistants, property managers)  and integrated client experience.
• Facilitate interaction and workflow among PWA teams, wealth strategists, broader family office solutions colleagues, clients, and third‑party tax and legal advisors, to ensure timely deliverables.
• Foster a client‑centric environment ensuring the highest quality of service delivery.
• Collaborate, problem‑solve, and/or strategize with PWA teams on how best to deliver a solution.

• Act as the ambassador for Family Office, initiate and lead initial discussions with…