Full-Time
Senior Trust Officer
Private Wealth Management, Trust Company
Updated on 8/2/2026
Goldman Sachs
10,001+ employees
Global investment banking and asset management
No salary listed
Company Historically Provides H1B Sponsorship
Wilmington, DE, USA
In Person
 Finance & Banking (1) |
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- A bachelor's degree is required.
- At least 7 years of experience administering trusts and/or estates is required.
- Understanding of Regulation 9 requirements and core concepts affecting fiduciary administration is required.
- Expertise in trust, estate, and tax administration and/or planning is required.
- Understanding of financial markets and prudent investor standards is required.
- Ability to work in a fast-paced environment and think clearly under pressure is required.
- Ability to work autonomously in a collaborative environment is required.
- Strong verbal and written communication, organizational, and interpersonal skills are required.
- Serve as the primary officer responsible for managing and administering key trust company client relationships and fiduciary accounts.
- Manage a book of trust company accounts among a team of professionals, including one or more junior trust officers and a wealth management professional.
- Work closely with Private Wealth Advisor teams to develop long-term relationships with clients, families, and beneficiaries.
- Coordinate client management with Private Wealth Advisors and engage regularly with clients, family members, attorneys, and advisors.
- Interpret and understand estate planning instruments, including trusts, wills, tax filings, and other documents governing each account.
- Apply fiduciary laws and practices proactively by implementing estate and trust planning strategies.
- Understand investment goals and objectives and coordinate the investment process with Trust Company investment officers and Private Wealth Advisors.
- Contribute to new business development efforts by representing the Trust Company in meetings with prospects, attorneys, and other professional advisors.
- Perform responsibilities consistent with best fiduciary and risk management practices.
- Handle complex trust and relationship matters.
- Manage regulatory reviews and discretionary distribution requests.
- Coordinate and oversee tax preparation on accounts with the tax compliance service provider.
- Participate in internal and external marketing efforts and thought leadership.
- Keep current on federal and applicable state fiduciary and tax laws.
- A law degree is strongly preferred.
- The Certified Trust and Financial Advisor designation is a plus.
- An accounting background and/or fiduciary tax expertise is a plus.
- Strong team orientation is desired.
- Commitment to excellence and a high level of integrity are desired.
Goldman Sachs provides financial services for corporations, governments, institutions, and individuals, including advisory on mergers and acquisitions, underwriting and distributing securities, asset and wealth management, and market making across fixed income, currencies, commodities, and equities. Its products work by delivering strategic advice, financing, liquidity, and asset management across multiple classes, using client funds and its own capital to raise, deploy, and manage capital for clients. The firm differentiates itself through its global scale, comprehensive range of services, deep client relationships, and long-standing presence in capital markets. Its goal is to help clients raise and deploy capital, manage risk, and grow wealth while earning fees and returns from advisory, trading, lending, and asset management activities.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1869
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Simplify's Take
What believers are saying
- Wealth management targets family offices, foundations, executives, and employees with personalized offerings.
- Capital-solutions breadth enables cross-sell across IPOs, structured debt, CLOs, and private placements.
- Institutional client services deepen sticky relationships through reporting, transition management, and custodial services.
What critics are saying
- JPMorgan's bundled lending and treasury services compress Goldman advisory and underwriting fees.
- Weak M&A and IPO issuance directly reduces Goldman’s highest-margin banking revenue.
- Rising capital and liquidity requirements reduce balance-sheet capacity and suppress returns on equity.
What makes Goldman Sachs unique
- Global Banking & Markets combines advisory, underwriting, trading, and financing in one franchise.
- Over $3 trillion under supervision supports asset and wealth distribution scale.
- Ultra-high-net-worth and institutional clients receive integrated advice, execution, and reporting.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
Company News
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