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Director of Client Reporting
Bessemer Trust
New York, NY, United States
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Bessemer Trust is seeking a Director of Client Reporting to transform the firm’s approach to client reporting in order to fully express its value proposition.
Through this work, the Director of Client Reporting will play a significant role in enhancing the overall Bessemer Trust client experience and defining what it means to be a multifamily office in the 21st century.
To achieve this goal, the Director of Client Reporting will collaborate with colleagues across the firm to envision the desired future state for reporting and coordinate to deliver. This person will report directly to the Chief Communications Officer.
Responsibilities
Working closely with senior managers across finance, operations, technology, information security, compliance, human resources, and marketing, the
Director of Client Reporting will lead the effort to identify current and emerging best practices and define the firm’s client reporting strategy and tactical priorities. This role will be responsible for continuously enhancing the vision for client reporting to reflect evolving client and advisor needs.
Phase one of this effort will include completing current state and competitor assessments, making strategic recommendations, and devising a multi-year roadmap of prioritized initiatives. In future phases, the Director of Client Reporting will serve as overall program manager, driving cross-organizational efforts to develop, monitor, measure, and continually enhance client reporting.
Qualifications
◦ Minimum 5-10 years in client reporting. Experience in financial services industry a plus.
◦ Demonstrated ability to successfully lead large, cross-organizational programs with substantial client and advisor impact across multiple years.
◦ Superb ability to communicate effectively and persuasively with executive management, including at the C-suite level.
◦ Proven experience leveraging technology to create and deliver client communications seamlessly across all offline and online channels. Experience with design thinking and agile processes a plus.
◦ Conversant with numbers, analytics, and graphics. Knowledge of finance, accounting, and financial planning disciplines a plus.
◦ Broad understanding of wealth planning, investment management, and family office services offerings (concepts, products, services).
◦ Superior project management experience.
◦ Significant experience successfully selecting and managing a broad range of external providers specializing in everything from strategy and concept development to design and delivery, to communications, rollout, and training.
◦ Bachelor’s degree required. Master’s degree a plus.
Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidate of diverse backgrounds to apply.