Position Summary:Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.
Key Responsibilities:- Develop and execute targeted outreach strategies to attract prospective clients.
- Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships.
- Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach.
- Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements.
- Collaborate with key specialists across Bessemer Trust's Wealth Planning, Family Office Management, Investments, and Client Advisors to develop customized and tailored prospective client solutions.
- Build and expand relationships with attorneys, accountants, family offices and their firms in addition to other referral sources.
- Leverage thought leadership and firm resources to engage prospective clients and deepen interest.
- Stay informed on competitor landscape and UHNW client trends within the assigned geographic region.
- Provide feedback to leadership on business development strategies and opportunities.
- Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous career development.
- Partner with Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic region.
Qualifications:
- Substantial experience in the wealth management industry and knowledge of related product areas.
- M.B.A. or J.D. preferred, or equivalent combination of education and/or experience.
- Comprehensive knowledge of investments, tax and estate planning and/or banking services.
- Proven track record of successful business building and relationship management.
- Collaborative and excellent communicator.
- Goal-oriented, self-starter.
- Series 7 license and a Series 63 license (or its equivalent), or willing to obtain.
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
