Senior Client Advisor - Private Wealth & Relationships

Bessemer Trust; Naples (CA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive base salary + bonus

401(k) with profit sharing

Tuition reimbursement

Job summary

Bessemer Trust is seeking a Senior Client Advisor to lead client relationships and coordinate service delivery across investment management, tax, and trust administration. The role requires coordinating with internal experts and leading a team of client advisors to deliver high-quality private wealth services.

Responsibilities include presenting planning opportunities, guiding fiduciary decisions, and driving business development with clients and intermediaries.

Qualifications

• 12+ years related experience; or equivalent combination of education and experience.
• Series 7, Series 63 required. CTFA, CFA, or current law license or current CPA preferred
• Excellent communication and presentation skills.
• Team leadership and collaboration abilities.

Responsibilities

• Manage and develop client relationships through proactive communication.
• Lead client meetings, plan agenda, and coordinate follow-up with account team.
• Oversee investment and trust services delivery with internal specialists.
• Develop and improve business with referrals and client expansions.
• Supervise Client Advisory staff and delegate routine requests.
• Ensure regulatory compliance and timely reporting.

Skills

Client service

Communication skills

Team leadership

Relationship management

Education

Master's degree

CTFA/CFA/CPA preferred

Tools

Microsoft Office

Salesforce

Job description

Bessemer Trust is seeking a Senior Client Advisor to lead client relationships and coordinate service delivery across investment management, tax, and trust administration. The role requires coordinating with internal experts and leading a team of client advisors to deliver high-quality private wealth services.

Responsibilities include presenting planning opportunities, guiding fiduciary decisions, and driving business development with clients and intermediaries.