Jobs at Bessemer Trust

Defines enterprise platform architecture and standards across engineering, infrastructure, data, security, and AI teams. Designs AWS landing zones, reusable cloud services, CI/CD and developer experience capabilities, data management patterns, and AI/agentic infrastructure. Influences matrixed teams without direct authority, promotes platform adoption, guides FinOps-aware architecture, and communicates strategy to executive leadership.

Oversee development, delivery, deployment, and operational support for client-facing websites and mobile applications. Lead internal engineers, QA staff, and consulting partners; guide architecture, security, scalability, release management, production troubleshooting, and cloud-native AWS solutions. Mentor team members, promote AI-enabled engineering productivity, manage application observability and testing, and partner with business and technology stakeholders in a regulated environment.

Supports ultra-high-net-worth clients by managing relationships, investment programs, account administration, cash management, reporting, and fiduciary documentation. Coordinates with advisors and internal departments, prepares client presentations and customized financial models, monitors asset allocation and overdrafts, processes remittances and payments, and assists with compliance reviews. Requires strong organization, communication, analytical problem-solving, financial markets interest, and proficiency with Microsoft Office.

Provides administrative and client service support to a Client Advisory team. Responsibilities include processing cash transactions and bill payments, managing communications, calendars, travel, expenses, Salesforce records, client presentations, mailings, and documentation. Coordinates account openings, asset transfers, tax information, compliance requests, and client remittances while communicating with clients, advisors, CPAs, and internal departments.

Provides administrative and client service support to a Client Advisory team at a private wealth management firm. Responsibilities include managing client cash transactions and bill payments, processing account administration tasks, coordinating calendars, meetings, travel, expenses, mailings, and presentations, maintaining Salesforce records, preparing reports and correspondence, supporting compliance and audit requests, and coordinating vendors and office supplies.

Manages ultra-high-net-worth client relationships and coordinates services across investment, tax, trust, estate, philanthropic, and advisory teams. Responsibilities include client communications, meeting preparation, account administration, regulatory reviews, investment implementation, reporting, trust distributions, charitable gifts, and coordination with fiduciary counsel and tax professionals.

Provide administrative and client-facing support to the Real Estate Advisory Team: screen communications, manage calendars and travel, organize meetings and luncheons, draft and proof correspondence, document client interactions in Salesforce, prepare presentations and spreadsheets, submit expense reports, file documents, and support asset managers as needed.

Lead end-to-end Form 1042-S nonresident alien withholding and reporting, support 1099 reporting, drive reconciliations, data validation, automation, and controls; advise on cross-border tax events and partner with business, technology, and external stakeholders for system implementations and compliance.

The Senior Client Advisor manages client relationships, oversees a team, and provides investment management, tax, and estate planning services, while leading business development efforts.

The Client Advisor builds and maintains relationships with ultra-high net worth clients, ensuring effective service delivery across various financial areas.

The Assistant General Counsel will provide legal support for investment platforms, advise on regulatory matters, draft legal documents, and oversee compliance.

Provide proactive client service and relationship management for ultra-high net worth clients; coordinate with internal teams to implement investment programs, manage accounts, prepare client meeting materials, handle account administration and cash management, and ensure compliance and continuing education in trust administration and fiduciary matters.

Lead evaluation, implementation, and ongoing support of public website and intranet platforms. Define architecture, integrations, content models, and governance. Act as hands-on technical lead for configuration, scripting, development, and vendor coordination. Ensure secure, scalable integrations with enterprise systems and oversee post-launch support and platform evolution while partnering with cross-functional stakeholders.

Conduct fundamental, long-term equity research for a concentrated mid-cap long-only portfolio. Build and maintain financial models and proprietary forecasts, analyze company and industry fundamentals, engage management and experts, prepare research reports and presentation materials, and contribute to portfolio construction and investment decisions.

Manage day-to-day office operations and receptionist duties, support the Regional Director and advisors, handle travel and expense reporting, coordinate vendor and facility management, assist onboarding, and organize client-facing events and communications to ensure a professional, well-run office.

Provide high-touch service to ultra-high-net-worth clients by managing client communications, preparing meeting materials, assisting with investment program implementation and account administration, coordinating with internal teams (tax, investments, trust administration), and ensuring compliance and ongoing professional development.

Support ultra-high-net-worth clients by managing client communication, preparing meeting materials, assisting with investment program implementation and account administration, coordinating trust and account openings, monitoring cash and rebalancing, and ensuring compliance and continuing education in trust and fiduciary matters.

The Associate Wealth Advisor will support business development efforts by sourcing clients, developing strategies, and facilitating relationships with high net worth clients while collaborating with various teams.

The Senior Software Engineer will develop and maintain applications, architect solutions, ensure security, mentor engineers, and drive CI/CD practices, collaborating with teams for project delivery.

Support full investment process for a family office: source and diligence public and private opportunities, build financial models and portfolio analytics, monitor managers, prepare board materials, and collaborate with Finance, Operations, Legal, and Technology to inform strategy and risk management.