About Goldman Sachs

Goldman Sachs is a leading global investment banking, securities, and investment management firm providing financial services to corporations, financial institutions, governments, and individuals.

Goldman Sachs currently has 187 open roles on FindRole.

Listed pay typically runs $130,000–$250,000 across 60 roles with salary data.

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At a glance

TL;DR · Vice President, Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Practice

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Goldman Sachs Family Office seeks a senior leader to drive the growth of its national insurance solutions practice for Ultra-High-Net-Worth clients, focusing on developing and delivering sophisticated traditional and private placement life insurance strategies. The role involves strategic planning, fostering key relationships, and ensuring compliance with regulatory frameworks while integrating insurance solutions into clients' wealth management plans. Ideal candidates have deep expertise in advanced estate planning and at least 10 years of experience in insurance solutions for UHNW individuals, along with a track record of building scalable business models and managing complex projects. Strong interpersonal skills, knowledge of property & casualty insurance, and the ability to educate internal teams on wealth transfer strategies are essential. This entrepreneurial position requires a bachelor's degree and relevant professional designations like CLU, with advanced degrees preferred.

Skills

Excel PowerPoint Word Salesforce Adobe Acrobat Tableau Python R SQL Microsoft Excel Microsoft PowerPoint Microsoft Word Regulatory Compliance Estate Planning Wealth Management Insurance Brokerage Client Relationship Management Business Development Cross-Functional Collaboration Thought Leadership

What you'll do

Design and implement national strategy for insurance solutions practice.
Provide expert guidance on advanced life insurance strategies for UHNW clients.
Conduct policy reviews to ensure alignment with client goals and regulatory compliance.
Drive new business opportunities through relationship building and strategic partnerships.
Coordinate access to best-in-class P&C insurance solutions for UHNW clients.

What we're looking for

Minimum 10-15 years of experience in insurance solutions, with at least 5-7 years focused on UHNW clients.
Deep expertise in traditional and private placement life insurance, and advanced estate planning strategies utilizing insurance products.
Proven ability to build, manage, and scale a national practice or team.
Strong business acumen and entrepreneurial spirit with a track record of driving revenue growth.
Comprehensive understanding of regulatory and compliance frameworks governing insurance products.
Active Life & Health insurance license required within 3 months of employment.
Securities Industry Essentials (SIE), Series 7 & Series 63 exams must be obtained within the first 3 months.