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Bessemer Trust · 1 month ago

Senior Wealth Advisor

Naples, FL

Full-time

Hybrid

Senior Level

Bessemer Trust is a family office overseeing more than $200 billion in assets for ultra-high-net-worth individuals and families. They are seeking a Senior Wealth Advisor focused on new business development, responsible for identifying and converting prospective clients into long-term relationships.

Financial ServicesWealth Management

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

Qualification

Wealth management experienceBusiness developmentRelationship managementInvestments knowledgeTaxEstate planningSeries 7 licenseSeries 63 licenseCommunicatorGoal-orientedSelf-starter