Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Manager, Vice President - San Francisco
6 - 10 years
San Francisco, CA
Full-time
Onsite
1 month ago
About the role
Job Description
YOUR IMPACT
The Goldman Sachs Family Office (GSFO) is seeking a Trust Relationship Manager to play a pivotal role in spearheading the strategic expansion of our bespoke trust services platform. In this dynamic position, you will collaborate intimately with our Private Wealth Advisors, serving as a trusted expert to educate sophisticated clients on our unparalleled capabilities and deliver cutting-edge fiduciary services. This is an exceptional opportunity to not only cultivate enduring client relationships and provide world-class service but also to actively drive strategic business development initiatives, directly shaping the growth and innovation of our distinguished practice. We are searching for a highly motivated, client-centric attorney with a proven background in trust & estates administration and/or family office services, eager to make a significant impact within a leading global financial institution.
OUR IMPACT
Wealth Management
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.
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.
Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.
How You Will Fulfill Your Potential
Qualifications
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.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. 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 .
YOUR IMPACT
The Goldman Sachs Family Office (GSFO) is seeking a Trust Relationship Manager to play a pivotal role in spearheading the strategic expansion of our bespoke trust services platform. In this dynamic position, you will collaborate intimately with our Private Wealth Advisors, serving as a trusted expert to educate sophisticated clients on our unparalleled capabilities and deliver cutting-edge fiduciary services. This is an exceptional opportunity to not only cultivate enduring client relationships and provide world-class service but also to actively drive strategic business development initiatives, directly shaping the growth and innovation of our distinguished practice. We are searching for a highly motivated, client-centric attorney with a proven background in trust & estates administration and/or family office services, eager to make a significant impact within a leading global financial institution.
OUR IMPACT
Wealth Management
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.
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.
Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.
How You Will Fulfill Your Potential
- Act as a subject matter expert in trust administration, with a focused expertise in discretionary, directed, and delegated trust arrangements.
- Demonstrate advanced expertise in interpreting trust agreements and related legal documentation, collaborating seamlessly with senior leadership, internal experts, and external parties to ensure optimal client outcomes and compliance with fiduciary standards and firm policies.
- Oversee and manage strategic relationships between Goldman Sachs and preferred third‑party trust companies, ensuring seamless integration and a consistent, best‑in‑class client experience.
- Provide high‑level oversight as the dedicated liaison, ensuring a consistently exceptional and tailored client experience.
- Serve as the regional fiduciary business development lead, partnering closely with Private Wealth Advisors to advance new prospect opportunities for discretionary and directed trust services, while maintaining close collaboration with GS Trust Company professionals
- Proactively analyze and anticipate client needs, strategically identifying opportunities to introduce and integrate additional bespoke GS Family Office and/or GS Trust Company services that enhance their overall wealth strategy and long-term financial well-being.
Qualifications
- Bachelor's Degree Required
- JD and/or MBA preffered
- Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies
- Prior experience at a trust company in a legal, business development, administration, or operational role is preferred
- Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client’s wealth planning
- Deep interest in the financial markets and good investment sense/commercial instinct
- Excellent interpersonal skills and a desire to work in a team-oriented environment
- Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
- Extensive experience of presenting to internal and external audiences
- Ability to build consensus and facilitate decision-making among families
- Demonstrated progression of leadership and business development responsibilities
- Excellent writing and communication skills
- Outstanding analytical and problem – solving skills
- Commitment to delivering the highest quality of service in a timely and thoughtful manner
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.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. 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 .
Skills
Financial ServicesSales and business development