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The Executive Assistant provides comprehensive administrative support to the Client Advisory Team, including client communication, transaction processing, meeting organization, and managing Salesforce records.

The analyst will support hedge fund portfolio management through due diligence, risk monitoring, performance analysis, reporting, and maintaining investment records and databases while collaborating with various internal teams.

Lead client relationships and a client advisory team for high-net-worth clients. Oversee investment management, trust administration, estate and tax planning, business development, compliance, and staff development while coordinating specialists and delivering high-quality client service.

The Finance Associate at Bessemer Trust will analyze net asset flows, revenue metrics, and support financial planning. Responsibilities include developing reports, supporting strategic initiatives, and ensuring data accuracy.

Lead client relationship management and oversee a team delivering investment management, trust administration, estate and tax planning, and private banking services. Develop and implement investment plans, supervise trust administration, support business development, ensure regulatory compliance, and mentor staff. Communicate proactively with clients and advisors and coordinate cross-functional specialists to deliver comprehensive wealth management solutions.

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 AML/BSA/OFAC Manager oversees the compliance program, conducts investigations, prepares regulatory reports, and collaborates on policies related to financial crimes compliance.

The Corporate Accounting Manager will oversee accounting for legal entities, financial statement preparation, regulatory reporting, and contribute to audits and close processes, requiring strong leadership and communication skills.

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

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