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Develop and maintain relationships with ultra-high-net-worth clients, coordinate services across wealth management teams, and support account administration, investment management, and trust administration. Responsibilities include client communications, meeting preparation, account transactions, regulatory reviews, investment rebalancing and reporting, trust distributions, charitable gifts, tax coordination, and maintaining accurate client records.

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, screening communications, coordinating calendars and meetings, maintaining Salesforce records, preparing client materials and reports, processing expenses and travel, supporting account administration, coordinating asset transfers, assisting with tax information, and responding to compliance and audit requests. Requires frequent client communication, financial transaction processing, bookkeeping, and cross-functional coordination.

Provides high-level administrative and organizational support to the President of Bessemer Trust. Responsibilities include complex calendar management, stakeholder liaison, meeting and board logistics, event coordination, Salesforce relationship tracking, presentation and correspondence preparation, travel arrangements, expense and invoice processing, and special projects. The role requires discretion with confidential information, excellent communication and organization, strong attention to detail, and the ability to manage competing priorities in a fast-paced financial services environment.

Supports fund, investment, and firm-level accounting for a private equity firm, including financial statements, capital accounts, capital calls, distributions, investor reporting, treasury, accounts payable, portfolio valuations, carried interest, tax compliance, budgeting, audits, and transaction-related activities. The role also helps improve finance processes, systems, reporting, and internal controls while progressively taking ownership across a lean team.

Leads enhancements to the client advisory service model across investment management, wealth planning, and family office services. Prioritizes initiatives, defines scopes and features, supports eMoney adoption, tracks metrics, gathers advisor feedback, prepares leadership reporting, and coordinates partner relationships and rollout planning.

Records and reconciles clients’ personal, investment, and alternative investment transactions; prepares journal entries, unaudited financial statements, budgets, cash flow reports, and estate plan summaries. Responds to client reporting requests, performs ad hoc financial analyses, resolves issues, and collaborates with internal departments and external advisors while managing confidential information.

Leads the application of AI across business workflows by identifying high-value use cases, advising teams on approved AI platforms and Microsoft 365 capabilities, and translating technical possibilities into business guidance. Partners with security, governance, legal, risk, and compliance stakeholders to address data access, permissions, and operational risks. Oversees solution evaluation, documentation, governance review, rollout, ownership, feedback collection, reusable patterns, and AI adoption best practices.

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.

The Client Advisor develops client relationships, coordinates services across teams, manages accounts, oversees investments, and ensures trust administration compliance for ultra-high net worth clients.

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.