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Open nowPosted 34 days ago

Senior Client Advisor

Bessemer Trust48 open roles

Where
Naples, FL, USA
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Your applicationOpen nowSenior Client AdvisorBessemer Trust · Naples, FL, USA

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The clock on this job

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11.5% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.5%7 days
  4. 18.1%14 days
  5. 35.6%30 days
  6. 44.6%60 days
This job: posted 34 days ago

The posting

The Senior Client Advisor has primary responsibility for developing and maintaining client relationships through regular and effective client communication, the coordination of client account service delivery, and consultation with client advisors. The Senior Client Advisor oversees a team of client advisors and administrative personnel and draws on the skills of internal and external experts to produce and deliver services in Investment Management, Legacy Planning and Trust Administration, Income Tax, Personal Financial Planning and Estate Planning, Private Banking, and other financial services.

CLIENT SERVICE

  • Communicate regularly and proactively with client, especially regarding any investment or life events.
  • Discuss investment performance and anticipate client questions arising from prevailing market and economic trends.
  • Present estate, tax and financial planning opportunities to client, explaining the benefits and limitations of various approaches.
  • Provide estate, financial planning and tax recommendations based on consultation with Bessemer specialists.
  • Consult with fiduciary counsel on trust and estate planning, will appointments, and revocable trusts.
  • Lead client meetings, plan agenda, oversee production of meeting presentation and materials, coordinate follow-up with account team and document contact in Salesforce.
  • Communicate with client's advisors to provide and obtain client information as needed to serve client relationships.
  • Articulate the "Bessemer Story" and history of the company to further the client's understanding of the firm.
  • Deliver Bessemer quality service to the client in a highly superior and ethical manner.

INVESTMENT MANAGEMENT

  • Determine client risk tolerance, investment objectives, target asset allocation, short and long-term cash requirements.
  • Create, implement, manage, and monitor clients' investment plans.
  • Educate clients on general trends and status of capital markets, behavioral risks and investment theory.
  • Interpret investment policy as it applies to different types of accounts.
  • Consult with clients on asset allocation, investment policy and performance.
  • Monitor asset allocation and investment performance, and oversee preparation of model asset allocation.
  • Oversee investment transition for new clients.
  • Review and manage concentrated positions and their relative performance.
  • Discuss and develop hedging and diversification strategies with specialist.
  • Present and discuss alternative investments.
  • Approve fixed-income and equity trades.

TRUST ADMINISTRATION

  • Administration of trust accounts, in consultation with Fiduciary Counsel and Trust Administration, Tax Department, Investment Department, outside attorneys and CPAs, and reporting to Compliance Department and Officers' Committee as required.
  • Develop and maintain relationships with co-trustees.
  • Review discretionary requests.

BUSINESS DEVELOPMENT

  • Solicit account additions, seek will appointments, present fee-based services including income tax return preparation, payroll and real estate tax payment services.
  • Attend later stage business development meetings to meet the prospective client and establish a relationship, answer questions, and educate them about Bessemer's service model.
  • Develop referrals and leads from clients and intermediaries. Develop prospective client lists, proposal preparation and presentation, and follow through.

SUPERVISION AND STAFF DEVELOPMENT

  • Supervise Client Advisory staff, delegate responsibilities, monitor and review performance.
  • Delegate routine requests such as fund transfers, purchases and sales, research and documentation.
  • Assist in the recruiting, hiring and training of Client Advisors and Associate Client Advisors.
  • Provide career guidance and growth opportunities.
  • Monitor and review team expenditures to control costs and ensure policy compliance.

COMPLIANCE RESPONSIBILITIES

Comply with all regulatory requirements including, but not limited to:

  • Prepare Annual Relationship Review and Trust Administrative Review
  • Respond promptly to all internal requests for information.

CONTINUING EDUCATION AND DEVELOPMENT

In addition to fulfilling all professional continuing education requirements (law, accountancy, etc.), the Senior Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings and internal training sessions; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.

QUALIFICATIONS:

  • Master's degree or equivalent in a relevant field (Business Administration, Finance, Economics, Law, Taxation)
  • Twelve or more years related experience; or equivalent combination of education and experience
  • Series 7, Series 63 required. CTFA, CFA, or current law license or current CPA preferred
  • Well developed and sophisticated client service orientation
  • Exceptional communication (verbal and written) and presentation skills
  • Acknowledged depth and breadth of technical knowledge and expertise
  • Effective problem diagnosis and solution aptitude
  • Goal-oriented
  • Established track record of building collaborative relationships
  • Ability to manage a team and foster collaboration
  • High degree of thoroughness and attention to detail
  • Entrepreneurial orientation and self-starter initiative
  • Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

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 more than 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

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

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