Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Reporting and Advisory, Vice President - New York

YOUR IMPACT

Goldman Sachs Family Office is seeking a highly experienced and dynamic individual to oversee and advise private clients and family offices by leading the rollout and optimization of consolidated reporting solutions, guiding operational setup and governance, evaluating outsourcing strategies, and providing expert counsel on technology platforms to ensure seamless integration, efficiency, and enhanced client experience throughout the client lifecycle.

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 Family Office (GSFO)

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. GSFO is in search of a Vice President to lead family office advisory offering for our most strategic Ultra-High-Net-Worth (UHNW) clients and family offices.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Consolidated Reporting: Lead the strategic rollout, implementation, and ongoing optimization of investment portfolio consolidated reporting solutions across private clients, ensuring seamless data integration, accurate reporting, and enhanced client experience. Oversee the broader consolidated reporting team. Partner with PWM teams to manage the client lifecycle throughout their relationship with the vendor, from preliminary marketing, needs evaluation, onboarding, report presentation and troubleshooting.
• Family Office Advisory: Advise on the establishment and structuring of new family offices, providing guidance on operational setup, governance frameworks, and best practices. Collaborate with existing family offices to enhance their operational efficiency, investment strategies, and governance.
• Outsourcing Strategy: Evaluate and recommend optimal outsourcing strategies for various family office functions (e.g., accounting, reporting, IT, cyber security, compliance, payroll, administrative support) to enhance efficiency, reduce costs, and mitigate risks.
• Best Practices and Thought Leadership: Develop and disseminate leading best practices in family office management, operations, technology utilization, and governance to clients and internal teams, positioning the firm as a thought leader.
• Team Leadership and Mentorship: Provide guidance and mentorship to junior team members, fostering a collaborative and high-performing advisory environment.
• Act as a trusted advisor, providing expert guidance and best practices for the assessment, strategic selection, and optimization of advanced technology systems and platforms for family offices. This includes advising on solutions for portfolio management, CRM, document management, financial aggregation, and reporting, with a focus on ensuring seamless integration, data integrity, and alignment with consolidated reporting requirements at Goldman Sachs.

EXPERIENCE & SKILLS WE'RE LOOKING FOR

• Bachelor's degree in Finance, Economics, Business Administration, or a related field is required. An MBA, JD, CFA, CFP, or other relevant advanced degree/certification is highly preferred.
• A minimum of 10-15 years of client facing experience in wealth management, private banking or family office services dealing with UHNW clients
• Demonstrated expertise leading consolidated reporting functions, ideally within a large financial institution like Goldman Sachs, including specific experience with platforms like Addepar.
• In-depth understanding of the Addepar reporting platform
• Family Office Acumen: In-depth knowledge of family office operations, structures, and best practices, including a strong command of relevant technology systems (e.g., Addepar, Arch, wealth aggregation platforms) and their application to enhance efficiency and reporting. Familiarity with reporting systems and standards prevalent at major financial institutions is highly valued.
• Communication & Interpersonal Skills: Exceptional verbal and written communication skills, with the ability to articulate complex concepts clearly and persuasively to sophisticated clients and family members, as well as internal stakeholders at Goldman Sachs.
• Leadership: Proven ability to lead, influence, and collaborate effectively within a team and across various stakeholders, including leading reporting initiatives.
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment)

ABOUT GOLDMAN SACHS

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 believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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