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Lead enterprise strategy for externally sourced market and alternative data, centralize fragmented spend, manage supplier negotiations and licensing governance, drive cost optimization and cross-functional stakeholder alignment.

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.