VP, Private Wealth & Family Office — Legacy Planning
Goldman Sachs Group, Inc.
A global financial services firm is seeking a Vice President in Dallas to lead discussions on multi-generational legacy planning for clients. The role involves strategic planning, family meetings, and providing advice on wealth management, requiring a Bachelor’s degree and 10 years of experience in relevant fields. Strong interpersonal and communication skills are essential. The position is designed for a proactive professional eager to empower families in their financial stewardship and legacy goals. #J-18808-Ljbffr Goldman Sachs Group, Inc.
- Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas Job Description YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational...Work at officePrivateFull time
- ...Description YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of an... ..., technology driven estate planning offering for our UHNW clients... ...models. OUR IMPACT Across Wealth Management, Goldman Sachs... ...data and design. Goldman Sachs Private Wealth Management (PWM)...Work at officePrivateWork experience placementLocal area
- ...Trust Officer Are you a quick-thinking self-starter... ...a passion for helping families achieve their long-... ...top fiduciary, tax and wealth management professionals... ...of Goldman Sachs Private Wealth Management. We... ...businesses provide financial planning, investment management...Work at officePrivate
- Job Description Wealth Management Across Wealth Management, Goldman... ...provide financial planning, investment management, banking... ...worth individuals, as well as family offices, foundations and endowments,... ...technology, data and design. Private Wealth Management (PWM)...Work at officePrivateFull timeWork experience placement
- ...interpretation and sophisticated wealth management. You will drive... ..., S Corporations, privately held C corporations, and LLCs... ...income tax and estate planning inquiries pertaining to business... ...firm, a "Big 4" national office, or a sophisticated family office environment is...Work at officePrivateFull time
- Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth... ...comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions... ...in New York, we maintain offices around the world. Goldman Sachs...Work at officePrivateFull time
$120k - $130k
...Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment... ...across financial planning, multi-asset class... ...including private investments, and a... ...Vice President ("VP") to join the Dallas... ...multi-generational legacies. SCS delivers an...Work at officePrivateLocal area$141k - $197k
...The VP of Alternatives Marketing, Global Wealth Alternatives is a senior individual... ...of Nuveen Private Markets among priority... ...knowledge of Microsoft Office products Preferred... ...sales incentive plans, or other non-annual... ...on our 100+ year legacy of delivering for our...Work at officePrivateWork experience placementFlexible hours- ...Senior Wealth Planner Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised... ...holistic, personalized wealth planning and family office solutions. This... ...leveraging Rockefeller's legendary legacy and resources to help clients preserve...Work at officePrivateLocal area
- ...Description Merrill Wealth Management is a... ...management, including planning for retirement, education, legacy, and other life goals... ...committed to an in‑office culture with... ...and effective. The Private Wealth Strategist,... ...UHNW individuals and families to provide objective...Work at officePrivatePrivate practiceWork from homeShift workDay shift
$66.57k - $151.58k
...and their trusts, estates, family offices, investment vehicles, charitable... ...with Deloitte's growing Private Wealth practice! Recruiting for this... ...consulting projects related to tax planning opportunities and the tax... ...investment needs, family legacy, and charitable giving...Work at officePrivatePrivate practice2 days per week3 days per week$93.66k - $213.2k
...and their trusts, estates, family offices, investment vehicles, charitable... ...with Deloitte's growing Private Wealth practice! What You'll Do As... ...consulting projects related to tax planning opportunities and the tax... ...investment needs, family legacy, and charitable giving...Work at officePrivatePrivate practiceVisa sponsorship2 days per week3 days per week- ...Why Bank OZK Founded on a legacy of more than 120 years in banking... ...development of retirement planning and corporate trust account... ...position the value of Trust and Wealth capabilities. # Creates... ...Director, Chief Development Officer, Investment Advisors, and other...Work at officeWork experience placementBank staffLocal area
- ...worth individuals and families to enjoy a full... ...to preserve their wealth for future... ...and establishing legacies that last for generations... ...prepare financial plans and preliminary recommendations... ...to work in an office environment, which... ...#J-18808-Ljbffr Corient Private Wealth LLC.Work at officePrivatePermanent employmentTemporary workFlexible hours
$97.43k
...program includes services to families that support the safety, permanency... ...(DFPS) staff including State Office CPS division, regional staff,... ...current and long-range goals, plans and policies subject to... ...relationship with public and private agencies involved in providing...Work at officePrivateFull timeFor contractorsLocal areaFlexible hoursShift work$235k - $365k
...qualified Associate to join its premier Private Wealth Department, working from its Dallas office. 2-4 years of experience in high net-worth estate planning at a nationally or regionally... ...Experience working with high-net-wealth families and family office structures, trust...Work at officePrivate$141k - $197k
The VP of Alternatives Marketing, Global Wealth Alternatives is a senior individual contributor... ...and awareness of Nuveen Private Markets among priority audiences... ...knowledge of Microsoft Office products. Preferred... ...non‑annual sales incentive plans, or other non‑annual...Work at officePrivateWork experience placementFlexible hours- ...Description Goldman Sachs’ Asset & Wealth Management Division (AWM) is one... ...strategies spanning public and private asset classes, industries, and... ...financial institutions, pension plans, endowments, foundations, individuals and family offices. Asset & Wealth Management: Change...Work at officePrivateFull time
- ...UHNW Wealth Advisor, Senior Manager Do you enjoy... ...of solutions including planning, investments, estate planning... ...and trust solutions, private equity, and more. In... ...deeply trusted by the families they serve. This... ...based in our Dallas, Texas office, follows a hybrid...Work at officePrivateRelocation package
- Overview Wealth Management Across Wealth Management, Goldman Sachs... ...provide financial planning, investment management, banking... ...worth individuals, as well as family offices, foundations and endowments,... ..., and design. Goldman Sachs Private Bank provides competitive borrowing...Work at officePrivate
$75k - $125k
...Regional VP, Wealth Management Consultant Allworth Financial is an independent investment... ...firm that specializes in retirement planning, investment advising, and 401(k) management... ...Allworth Financial is a high growth, private equity backed, multi branch Registered Investment...PrivateFull timeContract workTemporary workPart timeInternshipLocal areaRemote workFlexible hours- ...Originally founded in 1882 as the family office of John D. Rockefeller, the... ...31, 2025. Position A Senior Wealth Planner is a dedicated tax... ...clients with ongoing financial planning needs, as well as provides... ...partnering with Rockefeller Private Advisors to provide holistic...Work at officePrivateLocal area
- ...successful candidate will join the Private Wealth Management Experienced Hire... ...priorities and project plan on a regular basis. Analytical... ...Headquartered in New York, we maintain offices around the world. We believe... ...service for employees and family members facing critical...Work at officePrivateFull timeTemporary workWork experience placementLocal area
- ...in our Goldman Partner Office (GPO). JOB DESCRIPTION... ...goals. Our advisor‑led wealth management businesses provide financial planning, investment management,... ...individuals, as well as family offices, foundations, endowments... ...and employees. PRIVATE WEALTH MANAGEMENT (PWM)...Work at officePrivateWorldwide
- ...join our growing Advice & Wealth Management division as... ...share of wallet, private equity, trusts, margin,... .... Support strategic planning for your book of business... ...like ETFs, mutual funds, legacy and estate planning, charitable... ...working model in-office Tuesdays through...Work at officePrivateRemote workRelocation packageMonday to Friday
- ...across the firm About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco... ...businesses provide financial planning, investment management, banking and... ...net worth individuals, as well as family offices, foundations and endowments, and corporations...Work at officePrivateFull time
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams...Private
- Asset & Wealth Management, Wealth Advisory Services, Tax Policy... ..., S corporations, privately held C corporations, and LLCs... ...complex income tax and estate planning inquiries pertaining to... ...firm, a "Big 4" national office, or a sophisticated family office environment is highly...Work at officePrivate
- ...Structuring team with a focus on 10b5-1 Plans, Executive Selling and Restricted Stock. Across Wealth Management, Goldman Sachs... ...worth individuals, as well as family offices, foundations and endowments,... ...and design. Goldman Sachs Private Wealth Management (PWM)...Work at officePrivate
- ...in our Goldman Partner Office (GPO) on the Investing side. OUR IMPACT Wealth Management Across Wealth... ...provide financial planning, investment management,... ...individuals, as well as family offices, foundations and... ...technology, data and design. Private Wealth Management (PWM)...Work at officePrivate
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