Job Description

Responsibilities

Manage client relationships and a team of financial planners and analysts in providing high quality white-glove financial planning and implementation across the following areas :

Advisory Coordinate and Administration

• Advise, coordinate and manage relationships across multiple client advisers, including attorneys, accountants and bankers to ensure seamless communication and integration of planning.

Financial Statement Preparation

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements to identify trends and planning opportunities or challenges.

Tax Planning and Administration

• Develop and implement tax efficiency planning strategies and ensure compliance with tax laws and regulations.
• Prepare and review client tax returns.

Estate and Trust Planning

• Collaborate with client T&E attorney to develop, illustrate, and implement estate plans.
• Ensure efficient transfer of wealth and the minimization of estate taxes.

Risk Management and Insurance Planning

• Assess and manage risk exposure through insurance planning; develop strategies to mitigate risk and protect assets.

Liquidity and Cash flow Planning and Management

• Analyze and manage client cash flow to ensure sufficient liquidity to meet all financial obligations.

Philanthropic Support

• Collaborate with clients to develop and implement philanthropic strategies, including charitable giving and foundation planning to ensure tax-efficient giving and a maximized impact.

Investment Tracking and Monitoring

• Monitor and analyze investment portfolios to ensure alignment with client goals and objectives.
• Collaborate with internal and external investment managers to optimize investment strategies.
• Track and report on alternative investment portfolio.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

Basic Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Advanced degree / designation required (, MST, MBA, JD, CPA, CFP).
• Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field.
• Proven track record of working with ultra-high net worth clients.
• Strong knowledge of financial planning concepts, including tax planning, estate planning, and investment management.
• Excellent communication, interpersonal, and project management skills.
• Experience managing a team or acting in a leadership position.
• Ability to maintain confidentiality and handle sensitive client information.

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.

Job ID 300012949984372

Job Tags

Similar Jobs