Bessemer Trust
The Associate Wealth Advisor will be a key member of Bessemer Trust’s business development team, focusing on sourcing and developing relationships with ultra-high net worth clients. This role involves partnering with Wealth Advisors to convert prospective clients and achieve annual business development goals. The position requires collaboration across various teams to support client acquisition and onboarding.
Bessemer Trust offers personalized wealth planning, investment management, and family office services for high-net-worth individuals and families.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bessemer Trust.
Bessemer Trust didn’t post a salary, so this is our estimate from similar listings.
55% above the average for this role