Relationship Management Analyst

Brown Brothers Harriman; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Brown Brothers Harriman is seeking a Relationship Management Analyst to support Sales and Relationship Managers through rigorous research, prospect profiling, and proposals for Investor Services products. The role includes client meetings, documentation, and due diligence coordination.

Education required includes a BS/BA, with 2–3 years in investor servicing. Strong writing, communication, and detail orientation are essential to succeed in this role at BBH in Boston.

Qualifications

• BS/BA required.
• 2 to 3 years investor servicing industry experience preferred.

Responsibilities

• Assist with relationship management efforts
• Assist in the preparation of detailed proposals for Investor Services products
• Attend client meetings as appropriate
• Identify, recommend and create new tools for defining prospects (for Sales RMs)
• Under supervision, create pro-forma profitability and revenue projections for new business bids
• Conduct and present detailed market and specific company research, including profiling of current clients’ businesses
• Remain knowledgeable of changing industry initiatives
• Ad hoc assignments including financial modeling with direction from manager
• Produce client and prospect presentations as required
• Assist Relationship Managers with the execution of the deliverables on the client’s relationship plan
• Coordinate Due Diligence visits and questionnaires
• Assist in the account opening process

Skills

Investor servicing knowledge

Presentation skills

Excellent writing

Detail orientation

Professional communication

Client service mindset

Education

BS/BA required

Tools

BBHForce

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.

Relationship Management Analyst (RMA)

The Relationship Management Analyst (RMA) plays an important role in supporting the business development efforts of the Sales and Relationship Managers through sales support and research activities of prospects and clients. Through continual hands-on training and support/direction from manager, the RMA is expected to proactively study the Investor Services industry and BBH sales, relationship management and operational processes, with the intention of assuming the role of a Sales Manager or Relationship Manager in due course. The RMA plays an important role in the research and presentation of BBH practices, data and trends to assist in the completion of Request for Proposal documents.

Sales Support and Relationship Management

• Assist with relationship management efforts
• Assist in the preparation of detailed proposals for Investor Services products
• Attend client meetings as appropriate

Research and Analysis

• Identify, recommend and create new tools for defining prospects (for Sales RMs)
• Under supervision, create pro-forma profitability and revenue projections for new business bids for existing and new clients
• Conduct and present detailed market and specific company research, including detailed profiling of current clients’ businesses to identify current service providers, estimates of current fees, and product details for review by Relationship Manager
• Remain knowledgeable of changing industry initiatives
• Various other ad hoc assignments, including financial modeling with direction from manager

Relationship Support

• Responsible for creating, editing and monitoring all client account documentation within the team
• Supports various ad hoc projects to document legal and operational requirements of clients
• Produce client and prospect presentations as required
• Assists Relationship Managers with the execution of the deliverables on the client’s relationship plan as required
• Responsible for the coordination of Due Diligence visits and questionnaires
• Assist in the account opening process

Planning and Strategy

Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan

Education level and/or relevant experience(s):

• BS/BA required
• 2 to 3 years investor servicing industry experience preferred

Knowledge and skills (general and technical):

• Familiarity with Financial Institutions (banks, mutual fund managers, insurance companies etc)
• Core Investor Services product knowledge
• Communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)
• Strict attention to detail with proven ability to see open issues through to resolution
• Ability to interact in a professional manner at all levels, both internally and externally to BBH
• Ability to juggle several duties and troubleshoot while maintaining an upbeat personality
• Ability to quickly learn new about new products/materials
• Strong client service skills for both external and internal purposes

Other requirements (licenses, certifications, specialized training, physical or mental abilities required):

• Responsible for the preparation of KYC/AML documentation for new and existing relationships
• BBHForce experience a plus but will train
• Available to work overtime if needed
• Some travel may be required in this role

Salary Range

$65,000 - $90,000 + 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.

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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.