Hybrid Client Advisory Solutions Leader
Bessemer Trust Co NA
Bessemer Trust, based in New York, seeks a Client Advisor Solutions Lead to advance the client advisory service model across Investment Management, Wealth Planning, and Family Office Services. This role prioritizes initiatives, coordinates adoption of planning tech, and tracks metrics to improve client and advisor experiences. The position emphasizes collaboration with technologists, strong presentation skills, and ownership of cross-functional initiatives to deliver enhanced service delivery #J-18808-Ljbffr Bessemer Trust
Vacancy posted 2 days ago
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