Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Co-Head of Estates Services, Vice President - New York

Goldman Sachs • New York, NY

11h • $115,000 - $270,000

About The Position

YOUR IMPACT

You are a senior fiduciary professional capable of partnering with current
leadership of the estate services team to co-lead the delivery, oversight, and
evolution of estate settlement and post‑death administrative services. You will
ensure estates are administered accurately, efficiently, and in full compliance
with fiduciary, tax, and regulatory requirements, while providing senior‑level
guidance to clients, beneficiaries, advisors, and internal stakeholders. You
have technical estate and tax expertise and can manage complex estates. You
demonstrate specific leadership and risk management skills and can co-lead and
manage and estate settlement team in the delivery of best-in-class fiduciary
services.

OUR IMPACT

Wealth Management

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.

Private Wealth Management (PWM)

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 Trust Company (GSTC)

An essential component of Goldman Sachs’ private wealth management offering, The
Goldman Sachs Trust Company, N.A. (“GSTC”) is a limited-purpose national bank
providing world-class trust, estate, and charitable administration services to
ultra-high-net-worth clients across the United States.

GSTC leverages the global resources of Goldman Sachs to deliver integrated
fiduciary management and administration, as well as comprehensive best-in-class
investment management. Our team of dedicated fiduciary professionals
collaborates closely with Goldman Sachs’ Private Wealth Advisors (“PWAs”) to
provide our clients with superior service, while observing our responsibilities
as an independent, professional fiduciary.

Requirements

• Bachelor’s Degree Required
• Significant experience in estate administration (ideally 10 15 years), trust services, or fiduciary operations, within a trust company, complex financial institution or law firm
• Deep understanding of estate planning concepts, probate processes, fiduciary responsibilities, and post‑death tax considerations
• Demonstrated leadership capability, strong judgment, and ability to manage complex, sensitive matters involving families and beneficiaries
• Demonstrated experience leading, managing, and developing teams, including setting priorities, providing feedback, and fostering a high‑performance, collaborative culture
• Proven ability to oversee day‑to‑day operations and workflows, ensuring accuracy, consistency, and timely execution of responsibilities
• Experience setting standards, implementing processes, and driving continuous improvement within a team or function
• Strong organizational skills and ability to manage multiple workstreams and deadlines while maintaining attention to detail
• Commitment to professionalism, integrity, and accountability in both individual and team performance

Nice To Haves

• Law degree, master’s in taxation, CPA or advanced fiduciary/tax expertise strongly preferred

Responsibilities

• Oversee all estate settlement activities, including the collection, valuation, transfer, and retitling of assets, satisfaction of liabilities, and coordination of insurance claims
• Ensure estate administration is carried out in accordance with governing documents, applicable fiduciary laws, and regulatory requirements
• Serve as the escalation point for complex or high‑risk estate matters, including discretionary decisions and conflict resolution among beneficiaries
• Work closely with internal committee for new business approval to ensure GSTC is accepting appointments to administer estates that are consistent with target client profiles and mitigate risk
• Oversee coordination with internal and external tax and legal providers for the preparation and filing of estate, income, and related tax returns, including post‑mortem planning opportunities
• Partner closely with estate administration attorneys and other external advisors to ensure timely probate proceedings and resolution of legal matters
• Lead and develop estate settlement professionals, establishing consistent standards, processes, and controls across the platform
• Maintain and oversee estate settlement procedures, guidance materials, and internal resources used by counseling and fiduciary teams.
• Act as a senior subject‑matter expert and internal resource for complex estate administration questions
• Represent Estate Settlement Services in client meetings, advisor discussions, and internal strategy sessions as a senior fiduciary leader
• Coordinate closely with PWAs to ensure a seamless client and beneficiary experience
• Contribute to the strategic direction of estate settlement services, including service design, risk management, and process improvement
• Support new business review and acceptance processes where estate settlement services are implicated

Benefits

• Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here [https://www.goldmansachs.com/careers/discover/2022-Benefits-Summary-US.pdf].

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level