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 including Investment Management, Legacy Planning and Trust Administration, Income Tax, Personal Financial Planning and Estate Planning, Private Banking, and other financial services.

Responsibilities

• Communicate regularly and proactively with clients, discussing investment performance and financial planning opportunities.
• Create, implement, manage, and monitor clients' investment plans.
• Determine client risk tolerance, investment objectives, and target asset allocation.
• Lead client meetings, plan agendas, and document contacts in Salesforce.
• Solicit account additions and present fee-based services.
• Supervise Client Advisory staff, delegate responsibilities, and monitor performance.
• Develop and maintain relationships with co-trustees.
• Manage trust accounts, consult with experts, and prepare trust documents.
• Attend business development meetings and follow through on leads.
• Comply with regulatory requirements and participate in continuing education.

Requirements

• Master's degree or equivalent in a relevant field (Business Administration, Finance, Economics, Law, Taxation).
• Twelve or more 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.

Qualifications

• Exceptional communication (verbal and written) and presentation skills.
• Acknowledged depth and breadth of technical knowledge and expertise.
• Effective problem diagnosis and solution aptitude.
• Goal-oriented.
• Established track record of building collaborative relationships.
• High degree of thoroughness and attention to detail.
• Entrepreneurial orientation and self-starter initiative.
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Skills

• Client service orientation.
• Technical knowledge in Investment Management, Trust Administration, and Estate Planning.
• Leadership and supervisory skills.
• Consultative and problem-solving abilities.
• Adaptability and ability to manage a team.

Benefits

• Competitive base salary plus discretionary annual bonus for select positions.
• 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 (EAP) and wellness programs.
• 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

$180,000 - $220,000 annually.

Schedule

Full-time, Monday through Friday, 9:00 AM to 5:00 PM.

Contact

To apply, please visit our careers page at www.bessemertrust.com/careers.