Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust Officer, Vice President - Wilmington, DE

Goldman Sachs • Wilmington, DE

13h • Onsite

About The Position

As a Senior Trust Officer (STO) within Goldman Sachs Private Wealth Management, you will serve as a trusted advisor to high-net-worth clients, navigating complex fiduciary landscapes alongside our top tax, estate, and wealth management experts. If you are an analytical thinker who thrives on solving sophisticated financial puzzles and delivering bespoke client solutions, we invite you to build your career with a team that values precision, collaboration, and intellectual curiosity.

Requirements

• Bachelor's degree required
• 7+ years of experience administering trusts and/or estates
• 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

Nice To Haves

• Law degree a strong plus
• CTFA designation a plus
• Accounting background and/or fiduciary tax expertise a plus

Responsibilities

• 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 in a proactive manner, 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 the 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

Benefits

• training and development opportunities
• firmwide networks
• benefits
• wellness and personal finance offerings
• mindfulness programs

What This Job Offers

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