ETF Operations Team Leader, AP Services

Brown Brothers Harriman; Boston (MA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Team Leader, AP Services to oversee ETF order taking, client servicing, and Authorized Participant relationships. The role collaborates with ETF Product, Risk, and Operations to ensure smooth workflow from order placement through settlement and launches for new and existing clients.

The ideal candidate brings ETF expertise, 3–5 years in financial services, and strong leadership and communication skills to drive service quality and operational efficiency

Qualifications

• BA/BS degree (business/finance/accounting concentration preferred) or equivalent work experience.
• Minimum 3 to 5 years of financial services experience.
• Experience in client servicing, trade operations or ETF operations preferred.
• Prior experience working in a client servicing focused environment.
• Strong communication and multitasking abilities.

Responsibilities

• Lead and oversee ETF order taking functions from orders to settlements.
• Manage client and AP relationships and ensure timely, high-quality service.
• Coordinate with ETF Product, Risk, Relationship Management, and other teams to optimize workflows.
• Assist in new business onboarding, product implementations and conversions.
• Provide oversight of ETF operations and ensure adherence to controls and procedures.

Skills

ETF knowledge

Client servicing

Leadership

Analytical ability

Collaboration

Education

BA/BS in business/finance/accounting

Tools

Microsoft Office

Job description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Team Leader, AP Services plays a critical role in supporting BBH's ETF business by ensuring the efficient execution of primary market activity and delivering exceptional service to clients and Authorized Participants. This is the primary oversight role for BBH’s ETF Order Taking function from order placement to order settlement. The Team Leader is also responsible for supporting fund launches for both new and existing clients and managing Authorized Participant (AP) relationships.

The role is highly operational and partners closely with a broad range of teams across BBH, including ETF Product, Relationship Management, Risk, Business Integration, Custody, Accounting, Transfer Agency, and Trade Management, to ensure a seamless client experience.

Key Responsibilities

Client Service

• Field and respond to client and Authorized Participant inquiries and escalated issues and serve as the point person for senior level client contacts
• Coordinate and participate in client and AP meetings and deliverables
• Serve as a key point of contact for external clients with regard to daily servicing inquiries
• Identify ways to improve productivity and efficiency to enhance client experience
• Oversee activities of assigned client relationships and accounts to ensure client satisfaction is achieved
• Work closely with internal Teams to ensure timely resolution of client inquiries and improvement of services levels
• Participate in intra/inter-departmental projects and initiatives
• Recognize opportunities to achieve greater internal operational effectiveness
• Assist in the coordination of new business, product implementations and conversions
• Oversee daily ETF operational workflows

Leadership and People Management

• Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks
• Conduct annual performance appraisals and provide regular feedback based on development plans for direct reports
• There will be two employees reporting to the Team Leader
• Develop key internal relationships to proactively aid in the resolution of client issues

Technology/ Products

• In-depth knowledge of ETFs strongly preferred
• Provide insight for potential workflow and application enhancements
• Remain knowledgeable of changing industry initiatives and the regulatory environment
• Exhibit a sound understanding of BBH products and services
• Provide training to direct reports for the skills necessary to perform relevant job functions
• Provide clients with support and insight on new technology, automation tools and products that are made available by BBH
• Utilize relevant internal technology solutions to effectively manage client inquiries and support client servicing deliverables

Risk & Control

• Provide oversight of all BBH products, services, and key deliverables for assigned clients relationships
• Provide oversight and coordinate execution of periodic fund events, conversions or account launches with the appropriate internal departments
• Ensure adherence to all established procedures, controls, and best practices
• Maintain oversight of internal exception reporting and elevate issues that may impact client servicing

Education, Skill and Knowledge

• BA/BS degree (business/finance/accounting concentration is preferred), or equivalent work experience
• Minimum of 3 to 5 years of financial services experience
• Experience in clients service, trade operations or ETF operations preferred
• Prior experience working in a client servicing focused work environment
• Ability to prioritize and quickly resolve client needs
• Ability to multitask, prioritize assignments and work quickly and accurately in a deadline-oriented environment
• Ability to communicate effectively with both verbal and written skills
• Technical proficiency in internal and/or web-based systems a plus
• Strong analytical ability
• Ability to work in a collaborative environment that requires collaboration with multiple teams
• In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes
• Knowledge of corporate actions, equity, fixed income, derivative investments, and emerging markets
• Comprehensive working knowledge of Microsoft Office Products

What We Offer

• A collaborative environment that enables you to step outside your role to add value wherever you can
• Direct access to clients, information and experts across all business areas around the world
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
• A culture of inclusion that values each employee’s unique perspective
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others

Other

• This role generally operates on an 8:30am-5:30pm schedule (EST) to align with business needs.
• Hybrid model; 3x in-office per week. The team's dedicated in-office days are Wednesdays.

Salary Range

$80,000 - $120,000 base salary + annual target bonus

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.