Client Advisor Solutions Lead

The Client Advisor Solutions Lead is an exciting opportunity to join a collaborative team of dedicated professionals focused on delivering an exceptional experience to Bessemer’s ultra-high-net-worth clients. This individual will play an important role in the continued development and enhancement of Bessemer’s Client Advisory service model across Investment Management, Wealth Planning, and Family Office Services. The role will help prioritize and execute key initiatives, support the adoption of financial planning technology, track success metrics, and gather advisor feedback to identify opportunities to strengthen both the client and advisor experience.

• Support the roadmap for Bessemer's client advisory service model — including how Advisors deliver across Investment Management, Wealth Planning, and Family Office Services — by gathering requirements, tracking initiatives, and flagging tradeoffs.
• Assist in prioritizing and sequencing initiatives across the advisory experience, helping balance new capability requests against improvements to existing service delivery.
• Define scope and features for all key initiatives impacting client advisory
• Support financial planning technology initiatives (e.g., eMoney), helping drive adoption and gathering Advisor feedback on usage.
• Track success metrics for initiatives — retention, referral, multi-service adoption, Advisor time-to-value — and prepare reporting materials for senior leadership.
• Gather feedback and results to inform service model decisions, synthesizing findings for senior stakeholders.
• Support internal partner relationship management, including scoping and rollout planning under senior guidance.

Qualifications

• Bachelors degree in Business, Economics, Finance, or related field.
• Minimum of 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 and techniques.
• Comfortable with technology and collaborating with technologists.
• Excellent presentation skills with the ability to convey complex information in a clear and concise manner.

The base salary range for this position is $150,000 - $170,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

• Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
• Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
• Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

• For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history, click here.
• To learn more about Bessemer Trust, click here.