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...Work at officePrivateHigh net worthFull timeTemporary workPart time$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 - $125k
...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- PCM Encore, a founder‑led RIA and multi‑family office, is seeking a Family Office Accountant to support High‑Net‑Worth individuals and related... ...have 5-8+ years of HNWI accounting, experience with trusts and multi‑entity structures, and proficiency in QuickBooks Online...Work at officeHigh net worth
$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$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- The Family Office Head of Tax plays a strategic leadership role... ...family office clients' wealth is preserved and... ...tax returns (individual, trust, estate, partnership, corporate... ...individuals, trusts, private entities, private... ...Strong understanding of HNW, estate, gift, and partnership...Work at officePrivateHigh net worthRelocation
- ...and principal‑backed multi‑family office. We’ve scaled quickly to $2bn... ...serves as a key member of our Private Wealth and Tax Advisory team,... ...Individuals (HNWIs), families, trusts, and closely held entities.... ...tax advisory practice serving HNW clients. Experience supporting...Work at officePrivateHigh net worthRelocation package
$121.9k - $262.1k
...ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth... ...(WMAs) and the broader Private Bank team to lead discovery,... ...of our employees and their families, encompassing physical, financial... ...bank, but to be the bank people most value and trust....PrivateHigh net worthFull timeBank staffShift work$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$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,... ..., and Venture Capital and Private Equity Principals Benefits...Work at officePrivateHigh net worthFull time- ...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
$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- 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
- 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
$236.56k - $414.12k
Northern Trust is hiring a Director II, Family Office Solutions in San Francisco, CA to lead and cultivate complex relationships with Ultra High Net Worth... ...candidate will have over 15 years of experience in wealth management, excellent negotiation and sales skills, a...Work at officeHigh net worth$200k - $225k
...managers — they are the confidantes families turn to across generations.... ...is seeking an experienced Private Wealth Advisor to serve high- and... ...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- ...Senior Trust Officer - Private Bank San Francisco, California To proceed with your application... ...beneficiaries involving multi-generational families. Key responsibilities include... ...and retention, assisting clients with wealth planning needs, and managing risk....Work at officePrivateHigh net worthShift workDay shift
- ...that is seeking a Senior Wealth Planning Client... ...individual will serve as a trusted point of contact for clients... ...-worth individuals and families, ensuring an... ...supporting wealth management, private wealth, or high-net-worth... ...with Microsoft Office and other business applications...Work at officePrivateHigh net worthHourly payContract work
- ...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
- ...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
- Navigate Search in San Francisco is seeking a Family Office Head of Tax to lead tax strategy for ultra-high-net-worth clients. You will oversee... ...tax function within a multi-family office, ensuring wealth preservation and optimized after-tax outcomes for clients. #J...Work at officeHigh net worth
$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- ...firm provides comprehensive wealth management and investment expertise... ...high-net-worth individuals, families, trusts and foundations. We are... ...in San Francisco with offices in New York, Dallas, Houston... ...related to cash management, private investments, real estate holdings...Work at officePrivateHigh net worthLive inLocal areaImmediate start
- ...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
$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- Goldman Sachs Family Office is seeking an Associate to work with PWAs on delivering Family Office Solutions and growth initiatives on the... ...ongoing delivery. The role requires 3-5 years in client-facing wealth management, a Bachelor's degree, and SIE/Series exams within 3...Work at officePrivate
$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent...Work at officePrivateHigh net worthFull time
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