Substantial experience in wealth management and related products.
M.B.A. or J.D. preferred, or equivalent experience.
Comprehensive knowledge of investments, tax, estate planning or banking services.
Proven track record in business development and relationship management.
Collaborative communicator with a goal-oriented mindset.
Self-starter with a proactive approach.
Series 7 and Series 63 licenses required or must obtain.
Responsibilities
Develop and execute outreach strategies to attract prospective clients.
Source new ultra-high-net-worth clients through networks and partnerships.
Represent Bessemer Trust at industry events to build brand awareness.
Engage prospective clients from initial contact to onboarding with due diligence.
Collaborate with specialists to tailor solutions for prospective clients.
Build relationships with attorneys, accountants, and referral sources.
Leverage thought leadership and resources to engage prospective clients.
Benefits
Competitive base salary with discretionary annual bonus.
401(k) plan with profit-sharing contribution.
Tuition reimbursement and personalized development opportunities.
Comprehensive medical, dental, and vision plans with no employee coverage costs.
Employee assistance and wellness programs.
Hybrid work environment: 60% in office, 40% remote.
Paid time off and parental leave policies.
Employer-paid life insurance and disability coverage.
Legal services and financial wellness plans at no cost.
Full Job Description
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
