Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Accounting and Bill Pay Lead, Vice President - Dallas

YOUR IMPACT

Goldman Sachs Family Office (GSFO) is seeking an accomplished practice lead to design, implement, and lead a new comprehensive accounting and bill pay offering tailored for Ultra-High-Net-Worth (UHNW) individuals and their families. This leadership role is paramount to establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets. The successful candidate will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering.

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

• Lead a team responsible for comprehensive bill pay management for UHNW clients, leveraging new technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, reviewing invoices, ensuring timely payments, and managing vendor relationships.
• Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality.
• Recruit, develop, and lead a high-performing team of bill pay and accounting specialists. Foster a culture of excellence, collaboration, continuous learning, and client-centricity.
• Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts.
• Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships).
• Prepare cash flow planning, budgeting, and forecasting for UHNW clients. Monitor and coordinate cash management across various accounts and entities.
• Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities.
• Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations.
• Serve as a primary point of contact for client communications related to billing and financial matters. Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors.
• Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records.
• Handle all sensitive financial information with the utmost discretion and confidentiality.
• Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties
• Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering

QUALIFICATIONS

• Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
• An ACCA/CPA certification is highly desirable.
• A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment.
• Exposure to investment reporting, alternative assets, or trust/estate accounting.
• Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients.
• Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
• Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms
• Exceptional Excel skills.
• Experience with state and federal tax matters is a plus
• Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning
• 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
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)

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

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