The Role
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.
Summary Generated by Built In
Job Summary & Responsibilities
Position Summary:
Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.
Key Responsibilities:
- Develop and execute targeted outreach strategies to attract prospective clients.
- Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships.
- Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach.
- Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements.
- Collaborate with key specialists across Bessemer Trust’s Wealth Planning, Family Office Management, Investments, and Client Advisors to develop customized and tailored prospective client solutions.
- Build and expand relationships with attorneys, accountants, family offices and their firms in addition to other referral sources.
- Leverage thought leadership and firm resources to engage prospective clients and deepen interest.
- Stay informed on competitor landscape and UHNW client trends within the assigned geographic region.
- Provide feedback to leadership on business development strategies and opportunities.
- Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous career development.
- Partner with Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic region.
Qualifications:
- Substantial experience in the wealth management industry and knowledge of related product areas.
- M.B.A. or J.D. preferred, or equivalent combination of education and/or experience.
- Comprehensive knowledge of investments, tax and estate planning and/or banking services.
- Proven track record of successful business building and relationship management.
- Collaborative and excellent communicator.
- Goal-oriented, self-starter.
- Series 7 license and a Series 63 license (or its equivalent), or willing to obtain.
About Bessemer Trust
- Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 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 Facts:
- For 119 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 Benefits:
We 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 positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Hybrid work environment: 60% in office, 40% remote for most positions
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
Skills Required
- Substantial experience in the wealth management industry and knowledge of related product areas
- M.B.A. or J.D. preferred, or equivalent combination of education and/or experience
- Comprehensive knowledge of investments, tax and estate planning and/or banking services
- Proven track record of successful business building and relationship management
- Collaborative and excellent communicator
- Goal-oriented, self-starter
- Series 7 license and a Series 63 license (or its equivalent), or willing to obtain
Bessemer Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bessemer Trust and has not been reviewed or approved by Bessemer Trust.
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Affordable Benefits — Employee health coverage requires zero employee contributions for individual medical, dental, and vision, indicating notably low costs. Feedback suggests core insurance remains affordable alongside included EAP and wellness programs.
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Retirement Support — A 401(k) with a generous annual profit-sharing contribution is provided, complemented by employer-paid life insurance and short- and long-term disability coverage. This structure strengthens long-term savings as part of total rewards.
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Leave & Time Off Breadth — Paid time off is described as generous, starting at three weeks and rising to four weeks by year three, with paid parental leave also offered. Feedback suggests vacation and family leave policies are a notable advantage of the package.
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The Company
What We Do
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
