Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

VP, UHNW Wealth Planning & Family Office

Goldman Sachs

Goldman Sachs’ Private Wealth Management arm seeks a Vice President to lead wealth planning capabilities for UHNW clients and family offices. You will partner with Private Wealth Advisors to build complex analyses of net worth, liquidity, transfers, and trade-offs. Based in Dallas, this role guides senior planning work, mentors analysts, and partners with Product and Engineering to enhance planning tools and data infrastructure. #J-18808-Ljbffr Goldman Sachs

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the VP, UHNW Wealth Planning & Family Office in Dallas, TX vacancy
  • Goldman Sachs Private Wealth Management seeks a Wealth Planning Specialist, Vice President, in Dallas to lead advanced planning capabilities for UHNW clients and family offices. You will partner with Private Wealth Advisors to deliver integrated analyses of net worth,... 
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  •  ...Job Title Goldman Sachs Family Office (GSFO) is in search of an Associate or Vice President to support an innovative, technology driven estate planning offering for our UHNW clients. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients... 
    Work at office
    Full time
    Local area

    The Goldman Sachs Group, Inc.

    Dallas, TX
    3 days ago
  • Goldman Sachs Private Wealth Management seeks a Vice President to lead rollout and optimization of advanced wealth planning for our UHNW clients and family offices. You will serve as a senior planning expert to Private Wealth Advisors, developing complex analyses of net... 
    Suggested

    Goldman Sachs Bank AG

    Dallas, TX
    2 days ago
  •  ...cultivate relationships with the firm’s largest family offices, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. The...  ...wealth management businesses provide financial planning, investment management, banking and... 
    Work at office
    Full time
    Temporary work

    Goldman Sachs Bank AG

    Dallas, TX
    4 days ago
  •  ...This role is in our Goldman Partner Office (GPO) on the Investing side. OUR IMPACT Wealth ManagementAcross Wealth...  ...management businesses provide financial planning, investment management, banking and...  ...worth individuals, as well as family offices, foundations and endowments... 
    Work at office

    Goldman Sachs

    Dallas, TX
    4 days ago
  •  ...analytical tax professional with a passion for comprehensive wealth and tax planning? The Goldman Partner Office (GPO) planning team are experts at delivering...  ...current and former Goldman Sachs Partners and their families. We are seeking a Vice President with deep expertise... 
    Work at office
    Local area
    Worldwide
    Overseas

    Goldman Sachs

    Dallas, TX
    21 hours ago
  •  ...of a Vice President to lead the rollout, execution, and ongoing optimization of advanced wealth planning capabilities for the firm’s most strategic UHNW clients and family office relationships. This individual will serve as a senior planning specialist and trusted partner... 
    Work at office
    Full time
    Temporary work

    Goldman Sachs Bank AG

    Dallas, TX
    2 days ago
  • YOUR IMPACTGoldman Sachs Family Office (GSFO) is in search of an Analyst to work closely with...  ...-friendly individual with background in wealth management and / or family office services...  ...management businesses provide financial planning, investment management, banking and... 
    Work at office

    Goldman Sachs

    Dallas, TX
    1 day ago
  • $142.2k - $189.7k

     ...excellent opportunity for a National VP, Estate Settlement in our...  ...work in a hybrid setting (in office 2-3 days a week) at our...  ...across all estate, trust, and planned gift administration matters. Responsible...  ...of the job level and family. Qualifications Minimum... 
    Work at office
    Full time
    Local area
    Remote work
    Night shift
    2 days per week
    3 days per week

    American Heart Association

    Dallas, TX
    3 days ago
  •  ...development initiatives across Private Wealth Management. This role serves as a key connector...  ...businesses provide financial planning, investment management, banking and comprehensive...  ...high net worth individuals, as well as family offices, foundations and endowments, and... 
    Work at office

    Goldman Sachs

    Dallas, TX
    4 days ago
  • $106.5k - $221.7k

     ...to build a better working world. The opportunity Family Office Advisory Services is a growing practice within the organization...  ...trusts, individuals, and foundations Understanding of wealth planning, estate planning, portfolio management, investment... 
    Work at office
    Full time
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Dallas, TX
    4 days ago
  • $120k - $130k

     ...seeking a Vice President(“VP”) to join the Dallas, TX office. As a part of a client advisor...  ...investment and financial plans Prepare client meeting...  ...communicate sophisticated wealth management topics in a concise...  .... SCS, Focus Partners Family Office and OCIO is a fiduciary... 
    Work at office
    Local area

    SCS SERVICES LLC

    Dallas, TX
    2 days ago
  • Job Description The Goldman Sachs Partner Family Office provides curated and customized financial planning and investment management advice and implementation to Goldman...  ...for an early 2026 start date. Our Impact Across Wealth Management, Goldman Sachs helps empower clients... 
    Work at office

    Goldman Sachs, Inc.

    Dallas, TX
    3 days ago
  •  ...that specializes in retirement planning, investment advising, and 401...  ...in 2024. SUMMARY: The Senior Wealth Planner is a critical member...  ...-high net worth clients and families. This role requires deep experience...  ...owners, executives, family-office style planning needs—is... 
    Work at office
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Internship
    Flexible hours

    Allworth Financial

    Dallas, TX
    21 hours ago
  •  ...AHT) and other hotel and mulit-family ownership groups. As an...  ...responsible for the strategic planning, sourcing, procurement, and execution...  .... Partner with the VP and executive leadership to support...  ...Managerial Level, Full-Time, Permanent Office location: 14185 Dallas Parkway... 
    Work at office
    Permanent employment
    Full time
    Contract work
    Part time
    Remote work

    Premier, Inc.

    Dallas, TX
    21 hours ago
  •  ...requires good knowledge of the Private Wealth Management industry complemented by strong...  ...businesses provide financial planning, investment management, banking and comprehensive...  ...high net worth individuals, as well as family offices, foundations and endowments, and... 

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...is seeking a Senior Tax Advisor to support ultra-high-net-worth families and businesses. This role involves advising on tax matters,...  ...fiduciary law. The position offers a collaborative environment for professionals passionate about tax planning. #J-18808-Ljbffr Storgate
    Work at office

    Storgate

    Dallas, TX
    3 days ago
  •  ...services focusing on multigenerational legacy planning and stewardship. The role involves engaging wealth creators and facilitating family meetings to promote strategic alignment...  ...skills. Proficiency in Microsoft Office and Salesforce is essential. This position... 
    Work at office

    Goldman Sachs

    Dallas, TX
    4 days ago
  • $240.12k - $315.16k

     ..., we're Oscar. We're hiring a VP, Network Management to join our...  ...behaves like a doctor in the family. About the role: The Vice...  ...role oversees the strategic planning and execution of contracts that...  ...work schedule, with 3 days of in-office work per week, may be required... 
    Work at office
    Full time
    Contract work
    Temporary work
    Remote work

    Oscar Health

    Dallas, TX
    4 days ago
  • Generational Group in Richardson, TX is expanding its Planning & Operations team and seeks a Senior Associate to support paraplanning-adjacent tasks and family-office operations. The role interfaces daily with clients and external professionals, helping coordinate documents... 
    Work at office

    Generational Group

    Richardson, TX
    4 days ago
  • Job Description:Merrill Wealth Management is a leading provider...  ...management, including planning for retirement, education,...  ...Merrill is committed to an in-office culture with specific requirements...  ...Advisory Group, works with UHNW individuals and families to provide objective... 
    Work at office
    Full time
    Private practice
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    4 days ago
  •  ...distributors of life, health and wealth insurance products....  .... PHP’s headquarters office is in Addison, Texas (...  ...Marketing Group family. PHP is a life insurance...  ...Key Responsibilities The VP of Client Services &...  ...organization. Support workplace planning and employee experience... 
    Work at office
    Full time
    Part time
    For contractors
    Local area
    Home office

    Integrity

    Dallas, TX
    1 day ago
  •  ...Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team...  ...businesses, and or family offices for at least 5 years. Experience...  ..., business, wealth planning, and succession planning conversations...  ...regularly with UHNW clients Superior presentation... 
    Work at office
    Remote work
    Monday to Friday

    Vanguard

    Dallas, TX
    2 days ago
  • Overview Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a...  ...full suite of investment advisory, planning, and operational support services...  ...financial planning, or a family office environment. A working knowledge... 
    Work at office

    International Search Consultants

    Dallas, TX
    1 day ago
  •  ...based in Dallas to report to the COO of Wealth Solutions and partner with business...  ...management businesses provide financial planning, investment management, banking and comprehensive...  ...high net worth individuals, as well as family offices, foundations and endowments, and... 
    Work at office
    Full time
    Temporary work
    Work experience placement

    Goldman Sachs Bank AG

    Dallas, TX
    2 days ago
  • $96.4k - $144.6k

     ...Applications SupportCompany: CitiThe Wealth Data & Analytics (DnA)...  ...develops application contingency planning to ensure availability to...  ...systemsExperience using/troubleshooting Office with emphasis on Word, Excel....  ...--------------------------Job Family Group: Technology-------------... 
    Work at office
    Full time
    Work experience placement

    Citigroup

    Irving, TX
    4 days ago
  • $75k - $125k

     ...investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct...  ...and Life insurance licensed Minimum 5 years of client-facing wealth management or financial planning experience is required. Three... 
    Full time
    Contract work
    Temporary work
    Part time
    Internship
    Local area
    Remote work
    Flexible hours

    Allworth Financial

    Dallas, TX
    3 days ago
  •  ...TITLE Vice President language OFFICE LOCATION(S) Dallas account_balance DIVISION Asset & Wealth Management Job Duties:Vice President...  ...systems. Perform capacity planning and scalability assessments to...  ...service for employees and family members facing critical health... 
    Work at office
    Full time
    Temporary work

    Goldman Sachs Bank AG

    Dallas, TX
    3 days ago
  •  ...Asset & Wealth Management - Money Movement & Payment...  ...Job Description The VP of Money Movement Engineering...  ...business continuity plans (BCP) specifically for...  ...New York, we maintain offices around the world. We...  ...service for employees and family members facing critical... 
    Work at office
    Full time

    Goldman Sachs Group, Inc.

    Richardson, TX
    1 day ago
  • A leading financial services firm is seeking a Private Wealth Advisor in Dallas, Texas. The role involves building strong client relationships and delivering bespoke wealth management strategies. Candidates should have over four years of experience in private wealth management... 

    Goldman Sachs Group, Inc.

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to VP, UHNW Wealth Planning & Family Office. Be the first to apply!