Strategic Family Office Advisor for Ultra‑Wealthy Families
The Goldman Sachs Group
The Goldman Sachs Group is seeking a Family Office Advisor in San Francisco to shape financial futures for a select portfolio of ultra-high net worth families. In this role, you will lead as the primary point of contact, orchestrating comprehensive financial strategies and managing client relationships deeply. A minimum of 7 years in financial planning is required, along with advanced degrees and strong interpersonal skills. You will work within a team dedicated to providing exceptional service, integrating advice from various professionals to optimize client outcomes. #J-18808-Ljbffr The Goldman Sachs Group
$85k - $270k
...JOB The Goldman Sachs Private Family Office provides financial counseling... ...equity principals and ultra-high net worth individuals and... ...experienced and skilled Family Office Advisor to join our team. The ideal... ...to service the firm’s most strategic clients. Our trusted Advisor...Work at officeFull timeTemporary workPart time$85k - $270k
YOUR IMPACT As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships... ...to a wide range of clients, including ultra‑high net worth and high net worth...Work at officeFull timeTemporary workPart time- ABOUT THIS JOB The Private Family Office provides proactive financial counseling and... ...founders, private equity principals and ultra‑high net worth individuals and... ...designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with...Work at officeApprenticeshipWork experience placement
$75k - $160k
...futures of our firm's most strategic clients. You will work with advisors to cultivate deep,... ...worked with sophisticated ultra‑high net‑worth clients for... ...target a client ratio of 8‑12 families per advisor, allowing us... ..., as well as family offices, foundations and endowments...Work at officeFull timeTemporary workPart timeWork experience placement$75k - $125k
...Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San... ...futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships... ...have worked with sophisticated ultra-high net worth clients for more...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing...Work at office
$175k - $200k
...Investment Consultant - Institutional, RIA, and Family Offices (West Coast) Join to apply for the... ...to innovate with products that provide strategic and tactical opportunities for... ...relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and...Work at officeFull timeWork experience placement$85k - $270k
Goldman Sachs Group, Inc. is seeking a Family Office Advisor in San Francisco, California, to provide exceptional financial advisory services for ultra-high net worth clients. The role involves managing complex financial strategies and relationships with a select portfolio...Work at office- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...Work at office
- Client: Elite Investment & Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office UHNW exposure. This isn’t the backseat—you’re driving strategy on tax planning, financial...Work at office
$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 clients. The ideal candidate will have over 15 years of experience in wealth management, excellent negotiation and...Work at office$100k - $250k
Assistant Director, Parent and Family Philanthropy (7547U), University Development and Alumni... ...Principles, Principles of Community, and Strategic Plan. Departmental Overview University... ...development, and gift management. The Office of Annual Programs is the university's largest...Work at officeFull timeH1bRemote work- ...A leading global investment firm is seeking individuals to provide comprehensive financial planning for ultra-high net worth clients. The role emphasizes strong communication and organizational skills, with responsibilities including client interactions, preparing financial...Work at office
$119k
...About the Role We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth &... ...our full‑time, regular employees Our in‑office work policy is designed to keep you connected... ...non‑birthing parents Access to Maven, a family planning tool, with $15k lifetime reimbursement...Work at officeFull timeLocal areaRemote workNight shift$75k - $125k
Goldman Sachs is looking for a Financial Planner in San Francisco, California. In this role, you will help shape the financial futures of ultra-high net worth clients through comprehensive personal financial planning and investment strategies. Responsibilities include...Work at office- ...from Accel, Caffeinated Capital, Friends & Family Capital, Point72 Ventures, General... ...requires someone who is highly analytical and strategic, a great communicator, a structured problem... ...options, dependent care FSA. At the office. Commuter benefits. On-site garage parking...Work at officeFull timeRelocationFlexible hours
$131k - $145.5k
As part of the Strategic Finance team at Uber, you will scale financial reporting, analytics... ...preserved for reference). Remote Work and Office Requirements Unless approved for full... ...reimbursement, monthly Uber Credits, parental and family care support (including fertility...Work at officeFull timeRemote work$105k
Strategic Finance Associate job at Chime. San Francisco, CA. About the Role Join Chime’s Growth... ...for our full‑time, regular employees In‑office work policy is designed to keep you... ...non‑birthing parents. Access to Maven, a family‑planning tool, with $15k lifetime reimbursement...Work at officeFull timeLocal areaRemote workNight shift$119k
We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance... ...our full‑time, regular employees Our in‑office work policy is designed to keep you... ...non‑birthing parents Access to Maven, a family planning tool, with $15k lifetime reimbursement...Work at officeFull timeLocal areaRemote workNight shift$90k
Rembrandt-Venture-Partners, LLC in San Francisco is seeking a Family Office/Private Equity Accountant and Administrator. This position requires handling both administrative and accounting tasks, approximately 20% and 80% respectively. Responsibilities include processing...Work at office$110k - $150k
A financial services company is seeking a Senior Analyst to provide comprehensive service to high-net-worth clients in San Francisco. The role involves managing client operations, ensuring accuracy, and coordinating with various teams. Candidates should have a bachelor'...Work at officeFull time- ...Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life,... ...experienced team of wealth advisors has knowledge and access... ...ideal candidate is a strategic thinker, a strong communicator... ...wealth transfer, family office services and tax...Work at officePermanent employmentTemporary work
- ...Corient is a leading global ultra‑high‑net‑worth wealth manager... ...seeking a results‑driven Wealth Advisor to join our growing team.... ...reviews, market updates, and strategic planning sessions to deepen relationships... ..., wealth transfer, family office services and tax optimization...Work at officePermanent employmentTemporary workFlexible hours
$90k - $105k
Analyst, Family Office Advisory (New York and San Francisco) About Investment Management Investment... ...the differentiated capital and strategic strength of the ICONIQ community, cultivated... ...management team for high net worth and ultra-high net worth clients. Manage operations...Work at office- Tax Partner - Global Family Office Enterprise page is loaded Tax Partner - Global Family Office... ...tiered ownership structures, requiring strategic guidance and customized advisory services... ...engagements for complex family office / ultra high net worth families and their...Work at officeFull timeSecond jobLocal area
$300k - $350k
...high-net-worth (HNW) and ultra-high-net-worth (UHNW)... ...growth. This is a long-term strategic opportunity with a... ...understanding of client needs, family structures, and... ...goals Serve as a trusted advisor, coordinating across... ...product teams and family office services for complex...Work at officeFull time- A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth clients, supporting senior managers, executing service strategies, and managing operations for smaller clients. Ideal...Work at office
- ...delivering compassionate, effective care for individuals, couples, and families. We make this possible by supporting our providers at every... ...in-person sessions are supported (providers arrange their own office space if offering in-person care). Commitment to Quality...Work at officeLive inRemote work
$144k - $160k
...Francisco. This pivotal role serves as a strategic partner for the President, managing high-... ...the ability to operate discretely within ultra-high-net-worth contexts. The position offers... ...operates in a hybrid work setting, with office work required Tuesday through Thursday....Work at office$166k - $184k
...Advancement and Strategy Officer, and senior Development leaders... ...philanthropy; engaging ultra‑high‑net‑worth individuals, family offices, family foundations, philanthropic advisors, donor collaboratives,... ...aligned with Vision 2030 strategic plan priorities. Leverage...Work at officeFull timeLocal areaShift work
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