Asset & Wealth Management, Private Wealth Management, Trust , Senior Trust

About the Role

Our Senior Trust Officers (STO) administer trusts, estates and other fiduciary accounts for high net worth clients of Goldman Sachs Private Wealth Management. They thrive in a fast‑paced environment where attention to detail, strong communication skills, and client service are essential.

• Serve as primary officer responsible for the management and administration of key trust company client relationships and fiduciary accounts.
• Manage a book of trust company accounts among a team of professionals, including one or more junior trust officers and a wealth management professional.
• Work closely with PWA teams to develop long‑term relationships with clients, families, and beneficiaries.
• Coordinate client management with PWAs, engaging regularly with clients, family members, and their attorneys and advisors.
• Interpret and understand estate planning instruments including trusts, wills, tax filings and other related documents governing each account.
• Understand and apply fiduciary laws and practices proactively, implementing estate and trust planning strategies.
• Understand investment goals and objectives and coordinate the investment process with GSTC investment officers and PWAs.
• Contribute to new business development efforts, representing GSTC in meetings with prospects, attorneys, and other professional advisors.
• Perform responsibilities consistent with best fiduciary and risk‑management practices.
• Handle complex trust and relationship matters.
• Manage regulatory reviews and discretionary distribution requests.
• Coordinate and oversee tax preparation on accounts with our tax compliance service provider.
• Participate in internal and external marketing efforts and thought leadership.
• Keep current on federal and applicable state fiduciary and tax laws.

• Bachelor’s degree required.
• 7+ years of experience administering trusts and/or estates.
• Law degree a strong plus.
• CTFA designation a plus.
• Accounting background and/or fiduciary tax expertise a plus.
• Understanding of “Regulation 9” requirements and core concepts affecting fiduciary administration.
• Expertise in trust, estate, and tax administration and/or planning.
• Understanding of financial markets and prudent investor standards.
• Strong team orientation.
• Ability to work in a fast‑paced environment and think clearly under pressure.
• Self‑motivated and able to work in an autonomous, yet collaborative environment.
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills.
• Commitment to excellence and a high level of integrity.

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We are committed to diversity and inclusion and provide accommodations for candidates with disabilities. Goldman Sachs is an equal opportunity employer.

Wilmington, Delaware (Trust Company office)

Mid‑Senior level

Full‑time