Senior Client Advisor

About the role

The Senior Client Advisor at Bessemer Trust is responsible for managing client relationships, coordinating service delivery, and consulting on various financial services. This position oversees a team and collaborates with internal and external experts.

Responsibilities

• Communicate regularly with clients, discussing investment performance and planning opportunities.
• Present estate, tax, and financial planning recommendations based on consultations with Bessemer specialists.
• Lead client meetings, prepare agendas, and document interactions using Salesforce.
• Coordinate with client advisors and fiduciary counsel to ensure smooth service delivery.
• Determine client risk tolerance, investment objectives, and asset allocation.
• Create, implement, and manage investment plans, and educate clients on market trends.
• Monitor and manage trust accounts, working closely with co-trustees and compliance departments.
• Solicit new clients, prepare proposals, and develop referral networks.
• Supervise and train Client Advisory staff, ensuring efficient and compliant operations.
• Comply with regulatory requirements and stay updated on economic and market trends.

Requirements

• Master's degree or equivalent in a relevant field (Business Administration, Finance, Economics, Law, Taxation).
• Twelve or more years of related experience; or equivalent combination of education and experience.
• Series 7, Series 63 required.
• CTFA, CFA, or current law license and current CPA preferred.
• Exceptional communication and presentation skills.
• Proven ability to diagnose and solve complex problems.
• Strong leadership and team management skills.
• Thoroughness and attention to detail.
• Entrepreneurial orientation and self-starter initiative.
• Proficiency in Microsoft Office Suite.

Qualifications

• Master's degree or equivalent in a relevant field (Business Administration, Finance, Economics, Law, Taxation).
• Twelve or more years of related experience; or equivalent combination of education and experience.
• Series 7, Series 63 required.
• CTFA, CFA, or current law license and current CPA preferred.
• Exceptional communication and presentation skills.
• Proven ability to diagnose and solve complex problems.
• Strong leadership and team management skills.
• Thoroughness and attention to detail.
• Entrepreneurial orientation and self-starter initiative.
• Proficiency in Microsoft Office Suite.

Skills

• Excellent verbal and written communication skills.
• Strong problem-solving and decision-making abilities.
• Ability to manage multiple tasks and prioritize effectively.
• Knowledge of investment management, estate planning, and trust administration.
• Experience with Microsoft Office Suite.

Benefits

Bessemer Trust offers a comprehensive benefits package including:

• A competitive base salary and discretionary annual bonus for select positions.
• A 401(k) plan with a generous annual profit-sharing contribution.
• Personalized development and career opportunities, including tuition reimbursement support.
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage.
• Employee Assistance Program (EAP) and wellness programs.
• A hybrid work environment: 60% in office, 40% remote for most positions.
• Paid time off and paid parental leave.
• Employer-paid life insurance and short- and long-term disability coverage.
• Legal services and financial wellness plans at no cost to employees.

Pay

Competitive base salary plus discretionary annual bonus for select positions.

Schedule

Hybrid work environment: 60% in office, 40% remote for most positions.