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.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the VP, Private Wealth & Family Office — Legacy Planning in Dallas, TX vacancy
- 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
- 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
- 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
- ...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
- ...Private Wealth Director Northern Trust, a Fortune 500 company, is a... ...most successful individuals, families, and institutions by remaining... ..., Dallas or Fort Worth office. What You'll Do Cultivate... ...investment management, tax planning, estate planning, and family...Work at officePrivateTemporary workFlexible hours
Northern Trust
Dallas, TX3 days ago $120k - $130k
...Vice President, Private Client Group Dallas, TX Firm... ..., Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management... ...areas across financial planning, multi-asset class portfolio... ...seeking a Vice President ("VP") to join the Dallas, TX...Work at officePrivateSCS Financial
Dallas, TX9 days ago- ...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
Goldman Sachs Group, Inc.
Dallas, TX4 days ago - ...simplify complexity for Private Bank clients by... ...articulate and achieve their wealth goals. Create steams of... ...specialists to provide wealth planning, investments, private... ...CONDITIONS: Normal office environment with little... ...employees and their families, encompassing physical,...Work at officePrivateWork experience placementPrivate practice
Fifth Third Bank, N.A.
Dallas, TX7 days ago - ...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
Bank OZK
Dallas, TX4 days ago - ...Family Office Consultant I Dallas, TX, US, 75001 Req ID: 78204 Location: Dallas -DAL Areas... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal... ...®. Bonus Type BOKF Performance Plan (D02) Summary We are a trusted and experienced...Work at officePrivateWork experience placementLocal area
BOK Financial
Dallas, TX1 day ago $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$120k - $130k
...Vice President, Private Client Group Dallas, TX Firm... ..., Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management... ...areas across financial planning, multi-asset class portfolio... ...seeking a Vice President ("VP") to join the Dallas, TX...Work at officePrivateFocus Financial Partners Inc.
Dallas, TX1 day ago- ...Asset & Wealth Management- Lead Software Engineer-Vice President... ...businesses provide financial planning, investment management, banking... ...individuals, as well as family offices, foundations and endowments,... ...flows Experience in modernizing legacy applications (forward and reverse...Work at officeFull time
Goldman Sachs Group, Inc.
Dallas, TX21 hours ago - Wealth Management Advisor Make banking a Fifth Third... ...simplify complexity for Private Bank clients by challenging... ...to provide wealth planning, investments, private banking... ...Conditions Normal office environment with little... ...employees and their families, encompassing physical,...Work at officePrivateWork experience placementPrivate practice
- ...Private Wealth Senior Counsel (8+ years) Multiple U.S. Locations |... ...sophisticated private wealth and estate planning practice. This opportunity... ...available in multiple U.S. offices, with strong preference for... ...high-net-worth individuals, families, business owners, and...Work at officePrivateRemote work
Oculus Group
Dallas, TX2 days ago - ...and influencing how a wealth management business evolves... ...of solutions including planning, investments, estate... ...planning and trust solutions, private equity, and more.... ...deeply trusted by the families they serve. This role... ...in our Dallas, Texas office, follows a hybrid working...Work at officePrivateRelocation package
Vanguard Group, Inc.
Dallas, TX3 days ago - 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
- ...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
$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 hoursAllworth Financial
Dallas, TX21 hours ago- ...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
- ...Client Onboarding Technology The Private Wealth Management (PWM) business... ...integrated wealth management plan and delivers first‑class client... ...based on employee level and office location. We promote time off... ...service for employees and family members facing critical health...Work at officePrivateFull timeWork experience placement
Goldman Sachs Group, Inc.
Dallas, TX1 day ago - 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
- ...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
- 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
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...alongside our practice office professionals who are... ...facets of hedge fund, private equity fund and mutual... ...structuring, tax minimization planning, on‑call advice, and... ...to investors and families, you’ll use your experience...Work at officePrivateSummer holidayLocal areaFlexible hoursErnst & Young Oman
Dallas, TX21 hours ago$103.6k - $189.7k
...Banking and Capital Markets, Wealth and Asset Management... ...alongside our practice office professionals who are... ...facets of hedge fund, private equity fund and mutual... ...structuring, tax minimization planning, on-call advice, and... ...to investors and families, you'll use your experience...Work at officePrivateSummer holidayLocal areaFlexible hoursEY
Dallas, TX6 days ago- ...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
- Asset & Wealth Management, Client Solutions Group, Retirement Solutions... ...services for pension plans, sovereign wealth funds, insurance... ...foundations, individuals and family offices. OUR IMPACT This role... ...investment insights across public and private markets. YOUR IMPACT We are...Work at officePrivateFull time
- ...is in our Goldman Partner Office (GPO). OUR IMPACT Wealth Management Across Wealth Management... ...provide financial planning, investment management,... ...worth individuals, as well as family offices, foundations and... ...technology, data and design. Private Wealth Management (PWM)...Work at officePrivate
- ## Private Wealth AssociateApplylocations: Dallas, Texastime type: Full timeposted on: Posted Todayjob requisition... ..., portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.An Associate will:* Collaborate and network with...PrivateFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Private Wealth & Family Office — Legacy Planning. Be the first to apply!
Related searches
- vice president tax Dallas, TX
- vice president internal communications Dallas, TX
- vice president process improvement Dallas, TX
- vp biotech Dallas, TX
- vice president nursing Dallas, TX
- vice president strategic partnerships Dallas, TX
- vice president global communications Dallas, TX
- vice president development Dallas, TX
- vice president talent management Dallas, TX
- vp creative services Dallas, TX