Jobs at Bessemer Trust

Provides relationship management and coordinated service delivery for ultra-high-net-worth clients, families, trusts, and foundations. Responsibilities include client communications, meeting coordination, account administration, regulatory reviews, investment implementation, trade and allocation monitoring, trust distributions, charitable gifts, insurance trust administration, and collaboration with tax, fiduciary, investment, and planning teams.

Lead the strategy, architecture, implementation, and ongoing improvement of AIOps and observability capabilities. Configure Splunk Observability and event-management platforms, improve alert correlation and noise reduction, automate remediation, establish incident and escalation processes, guide managed monitoring partners, and align operations with ITIL and ServiceNow workflows. The role is hands-on and aims to reduce L3 escalations while improving incident resolution and operational reliability.

Provides hands-on technical leadership for Wealth Planning applications, integrations, workflows, and platforms. Leads architecture, modernization, development, testing, deployment, production support, and technical debt reduction. Designs scalable web applications, REST APIs, enterprise integrations, data services, and workflow automation while applying security, monitoring, auditability, and AI governance controls. Mentors engineers, conducts design and code reviews, resolves complex production issues, and collaborates with business and technology stakeholders to execute the firm's technology roadmap.

Leads high-net-worth client relationships and oversees delivery of investment management, trust administration, estate and tax planning, private banking, and financial planning services. Develops investment strategies, manages trust accounts, leads client meetings, supports business development, supervises client advisory staff, and ensures regulatory compliance. Requires advanced financial expertise, strong communication, relationship management, and team leadership.

Supports corporate accounting close processes for bank subsidiaries, including investments, leases, pensions, goodwill, valuations, financial statements, footnotes, control certifications, Board materials, and regulatory call reports. The role requires financial services accounting or auditing experience, strong Excel skills, attention to detail, and collaboration across departments. Oracle ERP experience and CPA licensure are beneficial.

Data Engineering Interns assist with designing, developing, testing, and maintaining data solutions, including pipelines, ETL processes, database integrations, data quality checks, governance, and analytics datasets. They collaborate with business analysts, testers, software engineers, AI developers, and business teams; analyze data quality issues; and participate in code reviews. The role provides hands-on experience with enterprise data architecture and integration in a wealth management environment.

Supports the FP&A team with financial systems testing, troubleshooting, data validation, reporting, dashboards, and analytics. Assists with Finance technology projects by tracking activities, coordinating testing, documenting requirements, and monitoring milestones. Identifies process improvement and automation opportunities while collaborating with Finance, Technology, and business teams to deliver system and reporting enhancements.

Supports ultra-high-net-worth clients by maintaining relationships, coordinating services, preparing presentations and customized financial materials, administering accounts, implementing investment programs, monitoring asset allocation and cash activity, processing transfers and payments, and assisting with trust reviews and compliance requirements. The role also requires ongoing education in financial markets, trust administration, fiduciary laws, and related regulations.

Supports ultra-high-net-worth clients by maintaining relationships, coordinating services, managing investment programs, monitoring asset allocation, administering accounts, processing cash and remittance activity, preparing reports and presentations, and assisting with trust reviews and compliance requirements. The role collaborates across tax, financial planning, investments, trust administration, philanthropy, and custody teams while maintaining knowledge of financial markets and fiduciary services.

Infrastructure Engineering Intern supporting hybrid Windows and Linux environments, VMware virtualization, and infrastructure automation. Responsibilities include maintaining systems, writing Terraform and Ansible automation, scripting with Python, Bash, or PowerShell, and working from command lines. The intern will collaborate with infrastructure professionals, manage projects, and participate in coaching and career development activities.

Develop, execute, maintain, and troubleshoot automated tests for web, mobile, and API applications. Design SQL queries for data validation, analyze requirements, identify test scenarios, maintain regression coverage, investigate failures, and collaborate with developers, solutions engineers, and QA teams. The role also contributes reusable automation components, follows source-control practices, and supports functional testing and release readiness.

Supports ultra-high-net-worth client relationships, account administration, investment program implementation, asset allocation monitoring, cash management, reporting, trust reviews, and compliance activities. Coordinates with Client Advisors and internal departments, prepares client presentations and customized financial models, processes account documentation and remittances, manages bill payments and overdrafts, and maintains knowledge of markets, fiduciary laws, tax, and trust administration.

Provides comprehensive administrative and executive support to the CEO, including complex calendar management, meeting coordination, stakeholder communication, travel planning, itinerary preparation, expense processing, and confidential information handling. The role requires prioritizing competing demands, tracking deliverables, coordinating logistics, resolving travel issues, and supporting projects while maintaining professionalism, discretion, accuracy, and strong relationships across the organization.

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.

Supports client and wealth advisory teams serving high-net-worth clients through portfolio analysis, asset allocation modeling, cash management, reporting, presentations, and client service. Collaborates with investment, tax, estate planning, and quantitative analysis professionals. The internship includes hands-on projects, client communications, proprietary software training, and a capstone presentation. Candidates must be rising college seniors with strong analytical, communication, organizational, and teamwork skills.

Supports client and wealth advisory teams serving high-net-worth individuals and families. Responsibilities include portfolio and asset allocation analysis, cash management, reporting, client communications, meeting preparation, presentations, and coordination with investment, tax, and estate planning specialists. The intern will work on individual and group projects, use proprietary and licensed software, and complete a capstone presentation for senior management.

Supports wealth and client advisory teams serving high-net-worth clients through portfolio analysis, asset allocation modeling, cash management, reporting, client communications, and presentation preparation. Collaborates with investment, tax, and estate planning professionals, assists with client service requests and account activity, and completes individual and group projects culminating in a capstone presentation. Gains exposure to comprehensive wealth management and proprietary financial tools.

Supports wealth and client advisory teams through portfolio analysis, asset allocation modeling, cash management, reporting, client communications, and presentation preparation. Collaborates with investment, tax, estate planning, and quantitative analysis professionals to support high-net-worth clients and prospective clients. Participates in advisory projects and completes a capstone presentation while gaining exposure to comprehensive wealth management.

Supports client and wealth advisory teams serving high-net-worth clients through portfolio analysis, asset allocation modeling, reporting, cash management, client communications, presentations, and account activity processing. Collaborates with investment, tax, estate planning, and quantitative analysis professionals to prepare customized materials and comprehensive wealth-management advice. Participates in projects and completes a capstone presentation while gaining experience with proprietary and licensed financial software and databases.

Supports wealth and client advisory teams through portfolio analysis, asset allocation modeling, cash management, reporting, client communications, and presentation preparation. Collaborates with investment, tax, estate planning, and quantitative analysis professionals to support high-net-worth clients and prospective clients. Participates in projects and completes a capstone presentation while gaining exposure to comprehensive wealth management.