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Internal Product Specialists

$60k - $100k

Goldman Sachs Bank AG

YOUR IMPACT Are you interested in estate and trust administration and enjoy helping others navigate important financial transitions? Do you like working with detailed documents and turning complex information into clear, practical guidance? Goldman Sachs Wealth Management is seeking an Estate Settlement Services Advisor to join our team. This role offers the opportunity to support advisors and clients through the estate and trust settlement process while continuing to build your knowledge and expertise. You will work in a collaborative environment where attention to detail, strong communication, and thoughtful problem-solving are key to delivering a high-quality client experience. OUR IMPACT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data, and design. Goldman Sachs Ayco (Ayco) Partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce‑leveraging the 50‑year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. The Estate Settlement Services (\"ESS\") team works with advisors who service high net worth to ultra‑high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help the advisors efficiently navigate the process of settling client estates and trusts. Members of the ESS team interact with many segments of the firm including working closely with internal compliance officers and legal departments while also connecting externally with the client’s fiduciary, legal, and tax advisors. HOW YOU WILL FULFILL YOUR POTENTIAL As an Estate Settlement Services Advisor, you will: Review and Summarize Documents: Analyze wills and trust documents and provide clear summaries to help advisors understand key provisions Support Advisor Education: Help explain estate and trust concepts in a clear and practical way to colleagues and advisor teams Collaborate Across Teams: Work with internal partners, including risk, compliance, and operations teams, to support smooth processes Assist with Client Transitions: Support administrative processes following a client’s passing, including coordination with internal teams Build External Relationships: Communicate with external partners such as attorneys, tax advisors, and fiduciaries as part of ongoing case work Contribute to Team Initiatives: Support internal projects, training efforts, and materials that enhance team effectiveness WHAT WE’RE LOOKING FOR We are looking for a motivated, detail‑oriented professional who is interested in developing in estate and trust administration. Basic Qualifications Bachelor’s Degree required (advanced degree a plus, but not required) Approximately 3–6 years of relevant experience (e.g., financial services, estate administration, trust operations, or related field) Foundational understanding of estate planning and administration concepts Strong written and verbal communication skills, with the ability to explain complex information clearly Organized and detail‑oriented, with the ability to manage multiple tasks and deadlines Collaborative mindset and ability to work effectively across teams Positive attitude, strong work ethic, and willingness to learn Salary Range The expected base salary for this Albany, New York, United States‑based position is $60,000–$100,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end. 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. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit 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. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're 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. 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. Competitive Vacation Policies 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

Vacancy posted 3 days ago
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