VP, Trust & Estates - Family Office Advisor
Goldman Sachs Bank AG
Goldman Sachs is seeking a Vice President and Trust Relationship Manager in San Francisco to champion fiduciary services for high‑net‑worth clients and family offices. You will educate Private Wealth Advisors, manage strategic trust relationships, and lead business development with senior fiduciaries. Role requires deep trust & estates expertise, strong communication, and entrepreneurial leadership to shape GS Family Office services globally. #J-18808-Ljbffr Goldman Sachs Bank AG
$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the financial futures of... ..., our Advisor teams have been the trusted stewards of significant wealth, and you... ...income tax preparation and planning, estate planning and wealth transfer, employee...Work at officeFull timeTemporary workPart time$85k - $270k
...JOB The Goldman Sachs Private Family Office provides financial counseling... ...preparation and planning, estate planning and wealth transfer,... ...experienced and skilled Family Office Advisor to join our team. The ideal... ...most strategic clients. Our trusted Advisor teams have worked...Work at officeFull timeTemporary workPart time- ...seeks a Vice President and Trust Relationship Manager to... ...from its San Francisco office. This senior role... ...partners with Private Wealth Advisors and GS Trust Company... ...wealth planning and family office services. Ideal... ...experience in trust & estates administration and business...Work at office
$75k - $160k
...clients. You will work with advisors to cultivate deep,... ...relationships. Our trusted Advisor teams have worked... ...client ratio of 8-12 families per advisor. This... ...individuals, as well as family offices, foundations and... ...preparation and planning, estate planning and wealth...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement- ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full‑... ...income tax preparation and planning, estate planning and wealth transfer, employee... ...the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra...Work at officeApprenticeshipWork experience placement
- ...Jeff Saccacio, Head of Family Office Services (FOS) Travel:... ...most respected tax and estate planning leaders, you will... ...planning, this VP will play an important... ...and help lead complex trust & estate planning engagements... ...closely with Jeff and senior advisors on high-stakes client...Work at office
$85k - $270k
YOUR IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice President and Trust Relationship Manager to drive the strategic... ...partner to our Private Wealth Advisors, serving as a trusted expert to... ...for an accomplished Trust & Estates attorney or senior fiduciary...Work at officeFull timeTemporary workPart time$164.6k - $225k
...management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since... ...service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob Description:Northern Trust’s...Work at officeFull timeH1bWorldwideFlexible hours$85k - $270k
Goldman Sachs is seeking a Trust Strategist in San Francisco, California, to collaborate with Private Wealth Advisors deliver Family Office Solutions to clients. The specialist will work with high net-worth individuals, ensuring excellence in client service and providing...Work at office$200k - $225k
...Description The best advisors are more than portfolio... ...they are the confidantes families turn to across generations... ...worth families, family offices, and foundations, and... ...planning, tax and estate planning, investment management... ...-house planning, tax, trust, and legal specialists...Work at office$300k - $350k
A distinguished family office in San Francisco seeks a high-caliber Chief of Staff to lead operations and partner with the COO. Candidates... ...systems. The ideal applicant will have at least seven years in estate or family office management, exceptional communication skills,...Work at office- ...seeking candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts and associates will... ...training and client-facing experience to grow into trusted advisors. The role focuses on comprehensive financial planning, investment...Work at officeApprenticeship
$275k
...training, military service, or education. Experience in Microsoft Office products. Work Authorization & Sponsorship Applicants must be... ...just a paycheck, our benefits are designed to support you, your family and your well‑being, now and into the future. Risk Culture We embrace...Work at officeHourly payFull timeWork experience placement$175k - $200k
Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast) Join to apply for the Senior Investment Consultant... ...relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate...Work at officeFull timeWork experience placement- Intellectus Partners, LLC is seeking a Vice President for its Family Office Services team in San Francisco. This role involves delivering sophisticated tax and estate planning for entrepreneurial families, assuming leadership responsibilities over time. Ideal candidates...Work at office
- The Goldman Sachs Private Family Office seeks an experienced Family Office Advisor to guide complex financial planning and advisory services for ultra‑high net... ...analysts, and drive impactful planning across taxes, estate, investments and risk management. The role...Work at office
$275k
...training, military service, or education. Experience in Microsoft Office products. Work Authorization & Sponsorship Applicants must be... ...just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits...Work at officeHourly payFull timeContract workWork experience placementShift work- ...and accessible to all. Role Overview The Manager of Risk & Trust Operations is responsible for translating the organization... ...allowance. Meals: Lunch and dinner are provided in the office daily. Life & family: 22 weeks paid parental leave for all new birthing and non...Work at officeVisa sponsorship
- Bank of America’s Private Bank seeks a senior Family Office Consultant to advise ultra-high-net-worth families on forming and evolving family offices. You will partner with the Family Office Strategist, providing expertise in governance, operating models, and succession...Work at office
- The Goldman Sachs Group is seeking a Family Office Advisor in San Francisco to shape financial futures for a select portfolio of ultra-high net worth families. In this role, you will lead as the primary point of contact, orchestrating comprehensive financial strategies...Work at office
- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing...Work at office
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ..., business management, tax, estate, insurance, and more, all managed... ...a combination of remote and office work in a professional office...Work at officeTemporary workLocal areaRemote workMonday to FridayFlexible hours- Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth... ...the growth of the J.P. Morgan Advisors office. This position will dually report to the... .... Wealth Management helps individuals, families and foundations take a more intentional...Work at officeLocal area
- ...more.About the RoleThe VP, Business Data Delivery... ...responsible for delivering trusted, business-ready data... ...as a trusted advisor to executive leadership... ...locations are eligible offices for this role. The locations... ...for employees and their families, 401(k) match, health and...Work at officeFull timeLocal areaRemote workRelocationFlexible hours
- ...achieve more.About the RoleThe VP, Data Platforms is responsible... ...Platform (CDP), enabling a trusted single source of truth across... ...above locations are eligible offices for this role. The locations have... ...plans for employees and their families, 401(k) match, health and wellness...Work at officeFull timeLocal areaRemote workRelocationFlexible hours
- ...Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True... ...’re driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You’re not just pushing...Work at office
$140k - $170k
.../ associate to join our real estate team. The candidate will work... ...that oversees investments, and family services on behalf of a prominent... ...thrive in a culture built on trust, service, and excellence. It's... .... Specific experience with office, industrial, and multifamily asset...Work at officeLocal areaMonday to FridayFlexible hours- ...Vice President, Client Services, Family Office About the Company Private investment firm and family office serving a multi-generational family with long-term investments. Industry Financial Services Type Privately Held About the Role The Company...Work at office
- ...Investment Services Specialties holistic wealth management financial planning family wealth office investment management risk management asset protection estate tax and legacy planning and retirement plan design and administration About...Work at office
- Goldman Sachs Family Office seeks a Trust Strategist in San Francisco to work with PWAs in delivering Family Office Solutions and driving business development initiatives. The role focuses on trust and estate planning, client relations, and coordination with GS Trust Company...Work at office
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