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 seamlessmunication and integration of planning.

Financial Statement Preparation

• Prepare and review financial statements, including balance sheets, ie 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 ensurepliance with tax laws and regulation.
• 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 Were 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.
• Excellentmunication, 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 ismitted to providing our people with valuable andpetitive 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

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