Job Details

Job Summary:Exciting opportunity to join a team of professionals responsible for servicing and maintaining relationships with Bessemer's ultra-high net worth clients. This individual is responsible for developing and maintaining client relationships through proactive client communication and thecoordinated delivery of services to individuals, families, trusts and foundations. The Client Advisor will also act as a liaison between the Senior Client Advisors and all other service areas of the organization. This is a great way to learn relationship management in a multifamily office with opportunities for career growth.Primary Responsibilities: Client Service:Provide outstanding client service. This includes regular communication with clients and their advisors.Oversee the preparation of client meeting materials, attend client meetings, document issues discussed, document client information in Salesforce, and coordinate follow-up.Investment Management:Assist the Senior Client Advisor in Investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation/ investment performance and overseeing investment transition.Monitor daily internal reports and work with account team to resolve any issues such as overdrafts.Coordinate client requests for funds including regular disbursements.Prepare asset allocation simulation modeling.Trust Administration:Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.Make required distributions from trusts and foundationsCoordinate annual unitrust payments, private foundation grant payments, reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts with the assistance of the tax departmentProcess gifts to charity and family.Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums.Qualifications:Bachelor's degree required; Masters preferred.Six or more years of related business experience.Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent.CTFA, CFP or CFA preferred.Excellent writing and presentation skills.Demonstrated leadership and teamwork qualities.Ability to organize, complete multiple tasks within deadlines and complete accuracy.The base salary range for this position is $100,000.00- $160,000.00. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.In addition, this position may be eligible for a discretionary incentive based on individual and company performance.Eligible employees may participate in a 401 (k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.About Bessemer TrustBessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 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.Key FactsFor 117 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. About Our Employee Rewards and BenefitsWe provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:Competitive base salary plus discretionary annual bonus for select positionsA 401(k) plan with a generous annual profit-sharing contributionPersonalized development and career opportunities, including tuition reimbursement supportComprehensive medical, dental, and vision plans with zero contributions for employee coverageEmployee assistance (EAP) and wellness programsHybrid work environment: 60% in office, 40% remote for most positionsPaid time off and paid parental leaveEmployer-paid life insurance and short- and long-term disability coverageLegal services and financial wellness plans at no cost to employeesBessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.