Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - Dallas

Location: Full-time, in-office role in Dallas, Texas, covering clients across the United States.

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, with wealth management businesses serving high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, and corporations.

What you will do

• Lead the design and delivery of comprehensive wealth-planning and financial models for ultra-high-net-worth individuals, families, and family offices.
• Analyze complex client situations involving private businesses, ownership structures, concentrated assets, private investments, leverage, philanthropy, and multigenerational wealth transfer.
• Build and maintain nested-entity balance sheets consolidating assets, liabilities, ownership interests, and cash flows.
• Develop dynamic cash-flow and tax-efficient wealth-transfer analyses covering investment income, business distributions, liquidity events, capital calls, debt service, taxes, spending, philanthropy, insurance, trusts, and gifting.
• Participate in client meetings, explain analyses and trade-offs, and serve as an escalation point for technically complex situations.
• Partner with Product and Engineering on planning-tool enhancements, train and mentor advisors and planning professionals, and promote consistent adoption of wealth-planning standards.

Requirements

• Bachelor’s degree required; Finance, Economics, Business Administration, or a related field preferred.
• 10+ years of relevant experience in private wealth management, family office advisory, complex financial planning, trust and estate planning, transaction advisory, private banking, accounting, valuation, or a related field.
• Experience developing sophisticated financial models involving multiple legal entities, intercompany relationships, and consolidated family balance sheets.
• Strong understanding of UHNW financial structures, including trusts, partnerships, LLCs, private businesses, investment entities, and charitable vehicles.
• Working knowledge of estate planning, gift planning, trusts, tax-aware wealth transfer, and philanthropic planning.
• Advanced Excel modeling skills, including scenario analysis, dynamic cash-flow forecasting, data validation, model auditability, and presentation-ready output design.
• Ability to synthesize complex financial information into clear written materials and executive-level presentations.
• Ability to lead, influence, collaborate across stakeholders, and lead reporting initiatives; resourcefulness, attention to detail, and ability to multitask in a fast-paced environment.
• SIE, Series 7, and Series 63 exams must be obtained within the first three months of employment.

Nice to have

• MBA, JD, CFA, CFP, or another relevant advanced degree or certification.

Culture & Benefits

• In-office work at the Dallas campus.
• Training and development opportunities, firmwide networks, wellness programs, personal finance offerings, and mindfulness programs.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.