Client Advisor Solutions Analyst

Bessemer Trust Company

$110K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Economics, Finance, or related field.
  • Minimum of 2 years of relevant experience in consulting or financial services.
  • Knowledge of investment products and wealth management concepts.
  • Strong analytical skills with proficiency in data analysis tools.
  • Tech-savvy with a comfort in collaborating with technologists.
  • Excellent presentation skills for clear communication.

Responsibilities

  • Collect, analyze, and interpret data to support client advisory initiatives.
  • Create compelling presentations to communicate findings and recommendations.
  • Assist in providing strategic guidance to advisors using data insights.
  • Manage projects related to client advisory solutions for timely delivery.
  • Collaborate with cross-functional teams for innovative solutions.
  • Identify opportunities for process improvement and optimization.
  • Conduct market research to stay informed on industry trends.

Benefits

  • Competitive base salary plus discretionary annual bonuses.
  • Generous 401(k) plan with annual profit-sharing contributions.
  • Opportunities for development including tuition reimbursement.
  • Comprehensive health plans with zero contributions for employee coverage.
  • Access to employee assistance and wellness programs.
  • Hybrid work environment promoting work-life balance.
  • Paid time off and parental leave options.
  • Employer-paid life insurance and disability coverage.
  • Free legal services and financial wellness plans.
Full Job Description
We are seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting attitude.

Key Responsibilities:
  • Data Analysis and Manipulation: Collect, analyze, and interpret data to provide actionable insights and support decision-making for client advisory initiatives.
  • Presentation Development: Create compelling presentations and reports to effectively communicate findings, recommendations, and insights to internal stakeholders.
  • Client Advisory Support: Assist in providing strategic guidance and support to advisors, leveraging data-driven insights and analysis.
  • Project Management: Manage projects and initiatives related to client advisory solutions, ensuring timely delivery and high-quality outcomes.
  • Collaboration: Collaborate with cross-functional teams to drive innovative solutions and address needs effectively.
  • Continuous Improvement: Identify opportunities for process improvement and optimization.
  • Market Research: Stay informed about industry trends, competitor activities, and market dynamics to provide informed recommendations and insights relative to Bessemer's objectives.


Qualifications:
  • Bachelor's degree in Business, Economics, Finance, or related field.
  • Minimum of 2 years of relevant work experience, with a top consulting firm or financial services organization.
  • Knowledge of investment products, financial markets, and wealth management concepts.
  • Strong analytical skills and proficiency in data analysis tools and techniques.
  • Comfortable with technology and collaborating with technologists.
  • Excellent presentation skills with the ability to convey complex information in a clear and concise manner.


The base salary range for this position is $110,000 - $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

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

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