Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients needs evolve.
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We are seeking a Vice President as part of the Goldman Sachs Personal Financial Management PFM Solutions (PFMS) team, who will be responsible for supporting Goldman Sachs Personal Financial Management (PFM) advisors and clients by providing technical support and information across various financial planning services including tax planning, trust services, estate planning and charitable services
PFM is Goldman Sachs advisor channel focused on High Net Worth (HNW) clients. Our mission is to assist each one of our unique clients to meet their financial objectives to help them live the life they want. The PFM HNW clients generally have a net worth within $1-10M. Critical to the success of PFM is our ability to leverage a team of talented professionals to define solutions and provide timely information on financial planning to our advisors and clients.
This role resides in the PFMS Group within PFM. The team is responsible for facilitating platform adoption through product development, technical support, and delivery of financial planning context and insights to the PFM advisors and their clients.
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