Jobs at Bessemer Trust

Provide high-touch client service and account administration for ultra-high-net-worth clients, support investment management and trust administration, prepare client materials and reports, coordinate across internal teams, and ensure regulatory compliance and ongoing professional development.

The Client Advisor develops and maintains relationships with ultra-high net worth clients while coordinating services across various domains including financial planning, trust administration, and investment management.

The Senior Wealth Advisor will source and develop relationships with ultra-high-net-worth clients, lead new client engagements, and collaborate across teams to provide tailored solutions. Responsibilities include conducting outreach, representing the firm at events, and mentoring junior advisors.

Lead operations technology for custody and client operations, owning roadmap, architecture, integrations (trust accounting/custody), vendor relationships, and team development. Drive automation, CI/CD, API design, and platform stability while partnering with operations and stakeholders to deliver scalable, efficient operational systems.

The Bill Pay Analyst processes client bill payments, resolves inquiries, supports internal teams, and handles various administrative tasks with strong attention to detail.

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 the end-to-end architecture and delivery of the firm's Generative AI platform on AWS. Define reference architectures, secure deployment patterns, reusable IaC constructs, IAM and runtime role chains, provisioning for agent runtimes and data layers, CI/CD and observability standards, and operational runbooks. Partner with Infrastructure and Security, troubleshoot platform issues, and mentor engineers to ensure scalable, secure, and auditable GenAI delivery.

Provide high-level administrative support to the CFO, managing confidential information, complex calendars, travel (Concur), meeting materials for board and leadership meetings, vendor and finance-related tasks, and polished PowerPoint presentations. Coordinate cross-functional requests (Finance, Legal, HR, Compliance), take meeting notes, track action items, and handle logistics for internal/external events while prioritizing deadlines in a fast-paced environment.

Support ultra-high-net-worth clients by managing client communication, preparing materials and reports, assisting with investment implementation and account administration, coordinating with internal teams (tax, investments, trust administration), and maintaining compliance and documentation. Attend client meetings and contribute to monitoring asset allocation, cash management, account openings/transfers, and trust reviews.

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.

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

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.

Lead and manage year-end tax reporting (Forms 1099, 1042-S, 1099-R, 5498), reconciliations, data validation, control activities, and process automation. Partner with business, operations, technology, and external stakeholders to resolve complex tax reporting issues, support system implementations, and drive data quality and efficiency improvements.

Provide high-touch service to ultra-high net worth clients: manage client communications, prepare meeting materials, support investment program implementation, handle account administration and cash management, and coordinate across tax, trust, and investment teams while maintaining compliance and continuing professional education.

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.

The Client Advisor develops client relationships, oversees account management, coordinates investment management, and ensures trust administration for ultra-high net worth clients.

The Compensation Manager designs and manages compensation programs, ensuring competitiveness and alignment with business strategies while enhancing employee engagement.