Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Vice President - Dallas

Goldman Sachs•Dallas, TX

7d•Onsite

About The Position

Goldman Sachs Family Office (GSFO) is hiring an Associate or Vice President to support and scale a technology-driven digital estate planning offering for ultra-high-net-worth (UHNW) clients. The role sits at the intersection of wealth strategy, artificial intelligence, and client service, using AI alongside professional expertise to interpret complex estate plans and produce accurate client reports. It is a full-time, in-office position based in Dallas, Texas, serving clients across the United States. The successful candidate will work with Private Wealth Management teams throughout the client lifecycle, from preliminary marketing and onboarding through draft reports, scenario analysis, and final reporting. The role requires expertise in reviewing estate documents, interpreting trust provisions and fiduciary law, assessing tax implications, and modeling multigenerational wealth strategies. It also involves coordinating internal and external stakeholders, maintaining delivery quality and timelines, and contributing to the continued development of the digital product.

Requirements

Bachelor’s degree required.
At least four years of experience in an accounting or legal field focused on serving UHNW clients.
Experience working with high-net-worth clients on multigenerational wealth and estate planning strategies, including reviewing and diagramming estate planning documents, or experience as a tax advisor.
Technical expertise or experience in U.S. estate and transfer tax, or trust tax laws and their implications for estate planning.
Experience or background with state and local tax matters.
Professional communication experience with trustees, attorneys, accountants, and other advisors and professional bodies in private-client wealth planning.
Comfort learning, adopting, and using new technologies and programs.
Interest in financial markets and sound investment judgment or commercial instinct.
Excellent interpersonal skills and willingness to work in a team-oriented environment.
Resourcefulness, self-direction, attention to detail, and ability to multitask in a fast-paced environment.
Securities Industry Essentials (SIE), Series 7, and Series 63 exams must be obtained within the first three months of employment.

Nice To Haves

CPA and/or JD.
Experience with recent developments in AI and LLM-based legal document extraction.
Experience in U.S. tax, trust or estate advisory, law or pre-law, paralegal studies, estate settlement, or trust administration.

Responsibilities

Serve as the day-to-day contact for publishing and scaling the Digital Estate Planning solution.
Review estate documents; extract and interpret trust provisions and fiduciary law; assess tax implications; and model multigenerational wealth strategies.
Distill complex estate plans and balance sheets into key components and visualizations.
Work with PWM teams throughout the client lifecycle, including preliminary marketing, client onboarding, draft reports, scenario analysis, and final client reports.
Act as the subject matter expert and primary contact for related GSFO offerings, PWA teams, and client inquiries.
Coordinate workflows among PWA teams, wealth strategists, clients, and third-party tax and legal advisors to ensure timely deliverables.
Manage efficient onboarding and ongoing service delivery, educating stakeholders so they can obtain value from the service.
Interface with trustees, attorneys, accountants, and other advisors and professional bodies involved in private clients’ wealth planning.
Own quality assurance, deadlines, and timely completion of key performance indicators.
Collaborate with Product, Engineering, Compliance, Legal, and third-party vendors to evolve the product offering.
Define success criteria and core metrics with the vendor partner, including leading indicators for evaluating business performance.
Foster a positive, collaborative, and productive team culture.