Head of Data Strategy and Solutions

Bessemer Trust

Education
Benefits
Special Commitments

Shape the Future of Technology at Bessemer

At Bessemer, technology is an integral part of how we serve our clients and support our employees. Now, we’re expanding our commitment even further. We’re making a significant long-term investment in technology, and we’re looking for top IT professionals to be part of our growing team.

Why Bessemer?

  • Strategic vision: We take a forward-thinking approach to building modern engineering solutions that address the needs of our clients and employees. Our technology leaders energize our firm with a focus on stability, efficiency, and innovation.
  • Ambitious roadmap: Challenge yourself on projects that transform key areas of the firm and build relationships with talented partners across the business.
  • Inviting environment: Do your best work in modern spaces that foster collaboration and take a break with colleagues in our subsidized cafeteria.
  • Exceptional colleagues: We enjoy our work and creating great outcomes together. Our highly skilled professionals are committed to working collaboratively and striving for excellence.
  • Work-life balance: We believe that a balanced professional and personal life is essential for our employees’ — and our firm’s — well-being.

If you’re interested in joining a team that drives innovation and builds for the future, we’d love to hear from you.

Position Summary:

As a key leader, you will define and implement a visionary data strategy that drives business growth, enhances client experiences, and informs strategic decisions. You will align the data platform strategy with the firm's Wealth and Client Advisory, Investment Management, and Finance goals, ensuring scalable, secure, and high-performance data solutions. You will oversee all facets of data governance, architecture, analytics, and the integration of modern technologies like artificial intelligence, and lead the transformation to a cloud-first data architecture. You will establish the vision for our next-generation data warehouse and spearhead the migration of on-premises systems to state-of-the-art cloud solutions. By integrating generative AI capabilities into our data ecosystem, you will drive innovation and contribute to strategic decision-making in a collaborative environment.

Key Responsibilities:

Strategic Leadership:

  • Develop and execute a comprehensive data strategy aligned with the firm's wealth and investment management objectives.
  • Collaborate with senior stakeholders to align the data platform vision with organizational goals. 
  • Drive innovation in data technologies to support advanced analytics, AI/ML, and real-time decision-making. 
  • Create and manage multi-year roadmap to implement data strategy.

Data Warehouse:

  • Define and implement a modern data warehouse solution to serve as the backbone for enterprise data and analytics.
  • Define data models, governance frameworks, and integration patterns for scalable data operations. 
  • Build data warehouse platform to support both structured and unstructured data

Team Leadership 

  • Establish and manage a high-performing team of data engineers, architects, and analysts within a matrix organizational structure.
  • Foster a culture of collaboration, continuous learning, and technical excellence. 
  • Collaborate with other departments, such as information security, to integrate their requirements into cloud-native database solutions.
  • Provide guidance and supervision to engineering teams, ensuring alignment with project goals and timelines.

Stakeholder Engagement

  • Act as a trusted advisor to business leaders, providing insights and guidance on leveraging data as a strategic asset. 
  • Ensure effective communication and collaboration across technology, operations, and business teams. 

Data Governance

  • Establish data governance policies to ensure data quality, security, and compliance with regulatory requirements. 
  • Implement robust processes for metadata management, data lineage, and access control. 

Cloud Migration:

  • Lead the migration of legacy on-premises systems to cloud-based infrastructure, ensuring minimal disruption and optimal performance. 
  • Evaluate and select appropriate supporting cloud technologies to implement the strategy. 

Qualifications: 

  • Bachelor's degree in Data or Computer Science, or a related field; advanced degree preferred. 
  • 10+ years of experience in enterprise data platforms in Financial companies, with a proven track record of leading cloud migrations and data warehouse implementations. 
  • Expertise in cloud platforms (AWS, Azure, GCP) and modern data architectures (e.g., data lakehouses, ETL pipelines). 
  • Proficient in both traditional relational database development (e.g., Oracle) and cloud-native databases (e.g., AWS Redshift, Snowflake, etc.).
  • Proficiency in data governance frameworks and compliance in a regulated industry. 
  • Demonstrated leadership and team-building experience, with excellent communication and stakeholder management skills. 
  • Effective communication and collaboration skills to work with cross-functional technology teams, including software engineers, solution engineers, infrastructure engineers, and architects
  • Strong understanding of financial services, particularly in wealth and investment management, is a significant advantage. 

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 118 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.

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Confirmed 22 hours ago. Posted 30+ days ago.

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