Client Digital Solutions Manager

Overview

Bessemer Trust is seeking an experienced product manager for its client website and mobile app solutions. In this role, you will be directly responsible for ongoing enhancement, success measurement, and user engagement and adoption. This is an exciting opportunity to make a significant contribution to innovation at Bessemer and enhance the firm's overall client experience.

This position collaborates with colleagues across Client Advisory, Marketing and Client Engagement, and Information Technology, reports to the Head of Client Digital and Reporting Solutions, and is located in the firm's New York headquarters. We support a hybrid work schedule that is up to 40% remote.

In this role, you will tackle the challenge of delivering a best-in-class client digital experience: Responsibilities include:

• Lead user analytics across KPI definition, tracking, and reporting
• Manage product backlog, support product planning, and roadmap
• Engage clients and advisors to understand needs, support adoption, and deliver ongoing enhancements
• Identify user pain points through analytics and surface requirements.
• Research product, market, and competitors

As an ideal candidate, you may have the following:

• Combined knowledge of 1) digital features, functionality, and experiences, 2) data, processes, and technology, and 3) wealth management services, capabilities, and content
• Experience with measurement tracking, data analytics, and reporting
• Experience supporting end-users, communicating product enhancements, and creating learning resources
• Experience with Jira planning and tracking
• Experience collaborating with cross-organizational teams to develop digital product enhancements
• Background in user experience across research, design, and documentation
• A keen eye for gaps in client service features and the innovative mindset to fill them

Daily and monthly responsibilities

• Analyze usage data, track KPIs, develop reports and dashboards, assess trends over time
• Manage product backlog, create user stories, and document requirements
• Provide direct support to clients and advisors, maintain and create new content for resource library
• Define requirements, assess feasibility, support prioritization, and remove impediments to development
• Test product enhancements to ensure requirements are met
• Support development and management of product strategy documents and multi-workstream project plans

Skills and Qualifications

• Bachelor's degree
• Proven track record of bringing great user experiences to life
• Measurement experience from metrics identification and tracking to analysis and reporting
• Effective relationship building, team engagement, and communications skills
• Experience with all elements of the product development and delivery lifecycle
• Experience aligning agile delivery with waterfall milestone reviews and communications

Relevant technology experience may include:

• Project Management: Jira, Smartsheet, or equivalent
• Data and data analysis: SQL, Google Analytics, Tableau, Qlik or equivalent
• Design and UX: Figma, Zeplin, or equivalent

Additional relevant qualifications

• Advanced degree or relevant certifications
• Proven experience working on a product team in a non-managerial role
• Demonstrated skill in client experience methodologies including design thinking

The base salary range for this position is $135k-175k . Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.

About Bessemer Trust:

Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for over 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

• For more than 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust's history, click here.
• To learn more about Bessemer Trust, click here.

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

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.