Hybrid Client Advisory Solutions Leader

Bessemer Trust; New York (NY); Hybrid; USD 150,000 - 170,000; Full time

Benefits offered by this job

Competitive base salary

Discretionary annual bonus

401(k) with profit-sharing

Tuition reimbursement

Comprehensive medical/dental/vision

Hybrid work environment

Paid time off

Life insurance

Disability coverage

Job summary

Bessemer Trust, based in New York, seeks a Client Advisor Solutions Lead to advance the client advisory service model across Investment Management, Wealth Planning, and Family Office Services. This role prioritizes initiatives, coordinates adoption of planning tech, and tracks metrics to improve client and advisor experiences.

The position emphasizes collaboration with technologists, strong presentation skills, and ownership of cross-functional initiatives to deliver enhanced service delivery

Qualifications

• Bachelor's degree in Business, Economics, Finance, or related field.
• Strong analytical skills and proficiency in data analysis tools and techniques.
• Excellent presentation skills with the ability to convey complex information clearly.
• Knowledge of investment products, financial markets, and wealth management concepts.
• Comfortable with technology and collaborating with technologists.

Responsibilities

• Support the roadmap for client advisory service model across Investment Management, Wealth Planning, and Family Office Services by gathering requirements and tracking initiatives.
• Assist in prioritizing and sequencing initiatives across the advisory experience.
• Define scope and features for all key initiatives impacting client advisory.
• Support financial planning technology initiatives (e.g., eMoney) and drive adoption.
• Track success metrics and prepare reporting materials for senior leadership.
• Gather feedback to inform service model decisions for senior stakeholders.
• Support internal partner relationship management with scoping and rollout planning.

Skills

Analytical skills

Presentation skills

Investment products knowledge

Wealth management concepts

Tech-savvy

Education

Bachelor's degree in Business, Economics, Finance

Tools

Data analysis tools

Job description

Bessemer Trust, based in New York, seeks a Client Advisor Solutions Lead to advance the client advisory service model across Investment Management, Wealth Planning, and Family Office Services. This role prioritizes initiatives, coordinates adoption of planning tech, and tracks metrics to improve client and advisor experiences.

The position emphasizes collaboration with technologists, strong presentation skills, and ownership of cross-functional initiatives to deliver enhanced service delivery