Summary from listing
The Client Advisor Solutions Lead will help develop and enhance Bessemer Trust’s client advisory service model across investment management, wealth planning, and family office services. The role supports roadmap prioritization, initiative scoping and sequencing, financial planning technology adoption, success-metric reporting, advisor feedback, and internal partner relationship management. It requires a bachelor’s degree in business, economics, finance, or a related field, 5–7 years of relevant experience, investment and wealth-management knowledge, analytical and data-analysis skills, technology collaboration, and strong presentation skills. The position offers a base salary of $150,000–$170,000 per year, potential incentive compensation, retirement and insurance benefits, and a hybrid work environment.
