Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analys[...]
Goldman Sachs Bank AG
YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? Our Trust Analysts and Associates support all aspects of our business from an operational and account management standpoint. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. OUR IMPACT Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. The Goldman Sachs Trust Company (GSTC) An essential component of Goldman Sachs’ private wealth management offering, The Goldman Sachs Trust Company, N.A. (GSTC) is a limited‑purpose national bank providing world‑class trust, estate and charitable administration services to ultra‑high‑net‑worth clients across the United States. GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best‑in‑class investment management. Our team of dedicated fiduciary professionals collaborate closely with PWAs to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary. Based in our Delaware office, a GSTC Trust Analyst/Associate provides direct account oversight, including relationship management, and is a key person in managing the ongoing operational experience for our clients. HOW YOU WILL FULFILL YOUR POTENTIAL Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts Administer cash management functions, including journals, checks and wires Prepare tax payments and other related tax filings Manage client account oversight activities to comply with regulatory requirements Reconcile and verify account activity and research historical data as needed Coordinate investment advisory account implementation Lead projects related to new business development and team strategic planning Serve as key liaison to other areas supporting the PWM business Assist with the new account onboarding process, including documentation and funding Participate in efforts to improve efficiencies within the GSTC business SKILLS & EXPERIENCE WE’RE LOOKING FOR Bachelor’s Degree Required Ability to work in a fast‑paced environment and think clearly under pressure Strong interest in client service Self‑motivated and able to work in an autonomous, yet collaborative environment Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Commitment to excellence and a high level of integrity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non‑temporary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here . Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr Goldman Sachs Bank AG
- ...closely with portfolio managers, and the ability... ...the box? Our Trust Analysts and Associates... ...Consumer and Wealth Management (CWM) Across... ...Management (CWM), Goldman Sachs helps empower... ...data and design. Private Wealth Management... ...Goldman Sachs Trust Company (GSTC) An essential...PrivateAssetFull timeTemporary workPart timeWork at office
- ...their legacies across generations? As a Senior Trust Officer (STO) within Goldman Sachs Private Wealth Management, you will serve as a trusted advisor to high-net... ...Goldman Sachs and beyond. Goldman Sachs Trust Company An essential component of Goldman Sachs' private...PrivateAssetWork at office
- Goldman Sachs Group, Inc. is seeking a Senior Trust Officer (STO) based in Wilmington, Delaware. This role involves serving... ..., extensive experience in trust management, and excellent interpersonal... ...relationship development and comprehensive wealth management. #J-18808-Ljbffr...Private
- Goldman Sachs' GSTC Trust Analyst/Associate role in Delaware focuses on direct account oversight, relationship management, and operational experience for ultra‑high net worth clients within Private Wealth Management. The position emphasizes fiduciary responsibilities,...Private
- Goldman Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management and administration of key trust relationships for high-net-worth clients in Wilmington, Delaware. The STO collaborates with PWAs and tax teams to deliver customized fiduciary...Private
$100k - $125k
...Description: Evercore Wealth Management LLC, a subsidiary of Evercore... ...planning and trust and custody services.... ...affiliate Evercore Trust Company, N.A. More information... ...appointments and resignations, asset transfers, beneficiary... ...in raising public, private capital, delivers...PrivateAssetWork at officeLocal area- ...Trust Officer VP in Wealth Management Solutions, Trust & EstatesThe Global Trusts & Estates... ...structure and underlying assets, and the client's expectationsCross... ...and inclusion at our company. We do not discriminate on... ...investment management and private banking solutions. Asset...PrivateAsset
- ...Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton... ...wealth management services, including asset allocation advice, management of... ...Responsibility for supervision of all the Company’s trust operations and related...PrivateAssetWork at office
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...PrivateWork at office
- Goldman Sachs is seeking a Trust Analyst/Associate for the The Goldman Sachs Trust Company (GSTC) in Delaware. The role focuses on direct account oversight, relationship management, and operational support for ultra-high-net-worth clients. Work involves cash management...Private
- Goldman Sachs Trust Company (GSTC) in Delaware seeks a Trust Analyst/Associate to support client accounts, oversee cash management, and ensure regulatory compliance. The role is based in our Delaware office and involves coordinating investment advisory accounts and onboarding...PrivateWork at office
- Goldman Sachs, based in Delaware, seeks a GSTC Trust Analyst/Associate to provide direct account oversight and relationship management for ultra- high-net-worth clients within Private Wealth Management. You will manage cash flows, tax-related filings, and onboarding while...Private
- ...organization. As a trusted advisor to the... ...President of Business Management within the Trusts... ...transaction processing and asset management. We... ...inclusion at our company. We do not... ...P. Morgan Asset & Wealth Management delivers... ...investment management and private banking solutions....PrivateAssetWork at office
- The Global Trusts & Estates Practice is an integral part of the services we offer to... ...Job Summary As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be... ...inherent in the structure and underlying assets, and the client's expectations Cross-selling...Asset
- The Portfolio Management Group (PMG) is the implementation... ...engine for Private Banking's... ...investment management and trust portfolios.Job... ...industry with Private Wealth Management... ...transaction processing and asset management. We... ...inclusion at our company. We do not discriminate...PrivateAssetWork experience placementShift work
- ...the right team!As a Trusts and Estates Tax... ...supporting the US Private Bank by ensuring the... ..., including the management of CRS Indicia tickets... ...processing and asset management. We offer... ...inclusion at our company. We do not... ...P. Morgan Asset & Wealth Management delivers...PrivateAsset
- Trust Officer job at Chilton Trust. Wilmington, DE. Firm Description: Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service... ...management services, including asset allocation advice, management of separate...PrivateAssetWork at office
- Trust Administrator - JP Morgan Trust Company of Delaware J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors...Asset
$91.06k - $151.77k
...administration and fiduciary management within client... ...assigned book of client trust accounts through demonstrated... ...as key partner to wealth clients in developing and... ...Understand and adhere to the Company's risk and regulatory... ...knowledge of asset allocation strategiesProficiency...AssetWork experience placement- The Trust Officer coordinates and administers trust... ...Harriman Trust Company of Delaware, N.A. serves... ...the development of, and manages the activities of, Trust... ...Relationship Managers and Wealth Planners to explain... ...trust, estate, and private asset concepts in a clear and...PrivateAssetWork at officeLocal area
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial... ...risk and following established company and department policies,... ...as appropriate with assigned Trust Officers and other relationship...AssetRemote work- First State Trust Company ("FSTC") is a Delaware state-chartered trust... ...combined with the investment management services of their chosen... ...solutions to banks, trust & wealth management institutions, RIAs... ...over one trillion dollars in assets across various wealth management...AssetWork experience placement
- Driving the future of Wealth Management, the Client and Account Data Product... ...transaction processing and asset management. We offer a... ...diversity and inclusion at our company. We do not discriminate on the... ...investment management and private banking solutions. Asset Management...PrivateAsset
$75k - $85k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth... ..., a dynamic firm that spans asset management, wealth management,... ...Communicate with other areas within the company (Legal, Marketing, Operations,...AssetWork at officeLocal area$24.87 - $41.45 per hour
...UHNW) client relationships in Wealth Management. Delivers on the Client... ...Understand and adhere to the Company’s risk and regulatory standards... ...Minimum of 3 years’ private banking, wealth management,... ...Banking products and services Trust experience Ability to work independently...PrivateHourly payWork experience placement- Wilmington Trust is seeking an experienced advisor to partner with Wealth Advisors in developing and executing strategic wealth plans for UHNW clients with investable assets over $50 million. The role focuses on delivering a world-class client experience, coordinating...Asset
- ...performance, risk management, and talent growth... ...the function as a trusted advisor to senior... ...transaction processing and asset management. We... ...inclusion at our company. We do not... ...P. Morgan Asset & Wealth Management delivers... ...investment management and private banking solutions....PrivateAssetWork at officeWorldwide
- A leading global financial services firm is seeking a Trust Officer VP in Wealth Management Solutions to oversee trust administration and maintain client relationships. The ideal candidate will have a Bachelor's Degree and at least 7 years of experience in the Trust business...
- ...support our clients’ trust and estate needs. You... ...transaction processing and asset management. We offer a... ...and inclusion at our company. We do not discriminate... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry... ...management and private banking solutions. Asset...PrivateAsset
$175k - $225k
Trust Relationship Manager and Estate Settlement Advisor Primary responsibilities to include trust relationship... ...types of trust issues, unique assets, closely held entities and making judgments... ...administration, estate planning, or wealth management. In-depth knowledge of...Asset
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