Trust Strategist for HNW Family Office & Private Wealth
Goldman Sachs, Inc.
Goldman Sachs Family Office seeks a Trust Strategist in San Francisco to work with PWAs in delivering Family Office Solutions and driving business development initiatives. The role focuses on trust and estate planning, client relations, and coordination with GS Trust Company and external counsel. The successful candidate will have JD and/or MBA credentials, extensive wealth-planning experience, and a track record of leadership in a fast-paced, client-centric environment. #J-18808-Ljbffr Goldman Sachs, Inc.
$85k - $270k
YOUR IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice President and Trust Relationship Manager to drive the strategic expansion of our premier... ...will serve as a key intellectual partner to our Private Wealth Advisors, serving as a trusted expert to educate...Work at officePrivateHigh net worthFull timeTemporary workPart time$85k - $270k
YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist to work closely with PWAs in delivering... ...friendly individual with background in wealth management and/or family office... ...technology, data and design. Private Wealth Management (PWM) Goldman Sachs...Work at officePrivateHigh net worthFull timeTemporary workPart time- Goldman Sachs Family Office (GSFO) seeks a Vice President and Trust Relationship Manager to drive strategic expansion of fiduciary services. You will partner with Private Wealth Advisors and educate clients on discretionary, directed, and delegated trust structures. This...Work at officePrivate
$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the financial... ..., our Advisor teams have been the trusted stewards of significant wealth, and you will continue this legacy... ...edge technology, data, and design.Private Family OfficeThe Goldman Sachs...Work at officePrivateHigh net worthFull timeTemporary workPart time$75k - $160k
...enduring relationships. Our trusted Advisor teams have... ...a client ratio of 8-12 families per advisor. This ratio... ...experience. OUR IMPACT Wealth ManagementAcross Wealth... ...individuals, as well as family offices, foundations and... ..., data, and design.Private Family OfficeThe Goldman...Work at officePrivateHigh net worthFull timeTemporary workPart timeApprenticeshipWork experience placement$85k - $270k
...Description ABOUT THIS JOB The Goldman Sachs Private Family Office provides financial counseling and full... ...and planning, estate planning and wealth transfer, employee benefits, risk... ...the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated...Work at officePrivateHigh net worthFull timeTemporary workPart time- ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full‑service... ...preparation and planning, estate planning and wealth transfer, employee benefits, risk... ...firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated...Work at officePrivateHigh net worthApprenticeshipWork experience placement
$80k - $160k
...IMPACT Goldman Sachs Family Office (GSFO) is in search of... ...individual with background in wealth management and / or... ..., data and design. Private Wealth Management (PWM... ...and maintain strong, trusted relationships with... ...among PWA teams, wealth strategists, broader family office...Work at officePrivateHigh net worthFull timeTemporary workPart time- ...and tax services with a focus on confidentiality and high-quality client service. Join a dynamic Wealth Management team, supporting Advisor groups and private family office services in a fast‑paced environment with expert guidance and access to leading technology and resources...Work at officePrivateHigh net worth
- Boston Private is a leading wealth management, trust, and private banking company with a national... ...serve clients from our offices located in the major markets... ...Description The Wealth Strategist provides expert advice and... ...financial plans for HNW/UHNW clients with complex...PrivateHigh net worth
- ...York, seeks a Vice President and Trust Relationship Manager to drive strategic... ...services from its San Francisco office. This senior role partners with Private Wealth Advisors and GS Trust Company... ...wealth planning and family office services. Ideal candidates...Work at officePrivate
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...travel among branches and offices as needed.The... ...allocation, diversification, trusts & estates, individual... ...with individuals and families ranging from affluent...Work at officePrivateHigh net worth
$180k - $254.8k
.... Bank of America is committed to an in‑office culture with specific requirements for office... ...planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities... ...for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales...Work at officePrivateHigh net worthWork experience placementShift workDay shift$115k - $160k
...to join our client, a multi-family office, out of the San Francisco Bay... ...emerging client needs. Build trusted relationships with client intermediaries... ...clients’ outside advisors on wealth transfer, asset protection,... ..., Venture Capital and Private Equity Principals #J-18808-...Work at officePrivateHigh net worthFull time- A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client... ...smaller clients. Ideal candidates have 3-6 years in wealth management and are versed in trust and estate concepts. Competitive salary and benefits...Work at officeHigh net worth
- Northern Trust Corp is seeking a Director II, Family Office Solutions in San Francisco, to lead relationships with Ultra High Net Worth (UHNW) clients. The successful candidate will provide tailored wealth management strategies, navigate complex financial landscapes, and...Work at officeHigh net worthFlexible hours
$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers... ...— they are the confidantes families turn to across generations.... ...high-net-worth families, family offices, and foundations, and to... ...and in-house planning, tax, trust, and legal specialists all designed...Work at officePrivateHigh net worth$98.1k - $210k
...America is committed to an in-office culture with specific requirements... ...involving multi-generational families. Key responsibilities include... ...investment management and trust accounts and working with team... ...retention, assisting clients with wealth planning needs, and managing...Work at officePrivateHigh net worthShift workDay shift$209k - $327.9k
...committed to an in-office culture that... ...impact. Join us! Family Office Consultant... ...specialist within the Private Bank's Family Office... ...the Family Office Strategist, the FO Consultant... ...Consultant serves as a trusted advisor to family... ..., generational wealth transfers, or other...Work at officePrivateHigh net worthWork from homeFlexible hoursShift workDay shift- ...Wealth Advisor Join a team that values your ambition... ...-worth individuals and families to enjoy a full life,... ...who thrives on building trusted client relationships,... ...wealth transfer, family office services and tax optimization... ...in financial services, private banking, or wealth...Work at officePrivateHigh net worthPermanent employmentTemporary workFlexible hours
$75k - $160k
Job Description Private Wealth Management (PWM) Goldman Sachs Private... ...high net worth individuals and families, as well as select... ...relationships by acting as a trusted advisor who delivers holistic... ...Headquartered in New York, we maintain offices around the world. We...Work at officePrivateHigh net worthFull timeTemporary workPart time$150k - $190k
.../ Partner Group – Private Client Global Law... ...successful individuals and families, establishing... ...families. With offices across the U.S., Europe... ..., and succession Wealth structuring, tax... ...governance Trusts, foundations, and... ...high net worth" OR "HNW" OR "UHNW" OR "private...Work at officePrivateHigh net worthPart timePrivate practiceWorldwide3 days per week$157.04k - $235.56k
...- $235,560.00Category: Private Client Product Services... ...WealthCompany: CitiCiti Wealth Lending provides... ...serve as dedicated and trusted partners to Wealth Advisors... ...experience advising Affluent, HNW, and UHNW clients on... ...-------------------Job Family Group: Private Client...PrivateHigh net worthFull time- ...global ultra‑high‑net‑worth wealth manager that empowers clients... ...professional who thrives on building trusted client relationships,... ...investments, wealth transfer, family office services and tax optimization... ...acquisition in financial services, private banking, or wealth management...Work at officePrivateHigh net worthPermanent employmentTemporary workFlexible hours
$150k - $190k
...comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible... ...clients (individuals, family offices, endowments and foundations... ...acquiring and maintaining HNW relationships. You have a... ...and you live our values - trust, teamwork, and...PrivateHigh net worthFull timeRemote work- ...Inc. is seeking candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts and associates will... ...technical training and client-facing experience to grow into trusted advisors. The role focuses on comprehensive financial planning...Work at officePrivateHigh net worthApprenticeship
$80k - $120k
Group Description Evercore Wealth Management LLC, a... ...serves high-net-worth families, endowments and foundations... ...financial planning and trust and custody services.... ...Exchange Commission, with offices in New York,... ...clients in raising public, private capital, delivers equity...Work at officePrivateHigh net worthLocal area$235k - $310k
...an Am Law 50 firm seeking a Private Wealth and Fiduciary Litigation... ...to join its San Francisco office . This is a unique opportunity... ...premier team handling high-stakes trust, estate, and fiduciary... ...-high-net-worth individuals, family offices, and institutional fiduciaries...Work at officePrivateHigh net worth- ...Advisory LLC is seeking a leader to manage relationships with high-net-worth clients and family offices. This role involves overseeing family office services, guiding clients through wealth management decisions, and mentoring staff. The ideal candidate will have over 10...Work at officeHigh net worthFlexible hours
- ...Banking, Lending, & Trust (BL&T) unlocks... ...worth individuals and families based on needs related... ...the needs of HNW and UHNW clients and... ...personalized advice and wealth and asset... ...vehicles, including private foundations, donor-... ...Open to additional offices that are in the Bay...Work at officePrivateHigh net worthFull timeWork experience placementRemote work
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