Senior Client Advisory Solutions Lead

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

Benefits offered by this job

Competitive base salary with bonus

401(k) with profit sharing

Tuition reimbursement

Medical Dental Vision plans

Job summary

Bessemer Trust seeks a Client Advisor Solutions Lead to shape and scale its advisory services across Investment Management, Wealth Planning, and Family Office. You’ll collaborate with professionals to prioritize initiatives, define scope, and drive adoption of planning technology.

With 5–7 years of relevant experience and strong analytics, you will track success metrics, prepare leadership reports, and support partner relationships to enhance the client and advisor experience.

Qualifications

• Bachelor's degree in Business, Economics, Finance, or related field.
• 5–7 years of relevant work experience.
• Knowledge of investment products, financial markets, and wealth management concepts.
• Strong analytical skills and proficiency in data analysis tools.
• Comfortable with technology and collaborating with technologists.
• Excellent presentation skills with the ability to convey complex information clearly.

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, balancing new capabilities with improvements to service delivery.
• Define scope and features for 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 and synthesize findings for senior stakeholders.
• Support internal partner relationship management with scoping and rollout planning.

Skills

Analytical skills

Investment knowledge

Presentation skills

Data analysis

Technology adoption

Stakeholder communication

Education

Bachelor's degree in Business, Economics, Finance, or related field

Tools

eMoney

Job description

Bessemer Trust seeks a Client Advisor Solutions Lead to shape and scale its advisory services across Investment Management, Wealth Planning, and Family Office. You’ll collaborate with professionals to prioritize initiatives, define scope, and drive adoption of planning technology.

With 5–7 years of relevant experience and strong analytics, you will track success metrics, prepare leadership reports, and support partner relationships to enhance the client and advisor experience.