Relationship Manager - Institutional

Brown Brothers Harriman & Co.; New York (NY); On-site; USD 140,000 - 170,000; Full time

Job summary

Brown Brothers Harriman Credit Partners seeks a Strategic Accounts professional to lead relationship management across intermediary channels including RIA custodians, bank trust platforms, TAMPs, and DC recordkeepers.

The role requires deep knowledge of intermediary platforms, a broad investment product understanding, and the ability to manage complex client relationships with senior decision-makers.

Qualifications

• 5+ years’ experience in asset management distribution, with coverage of RIA custodians and related platforms.
• Demonstrated history of driving AUM growth and deepening platform relationships.
• Sophisticated investment product knowledge across fixed income, ETFs, SMAs, and alternatives.
• Licensing and/or designations required or strongly preferred (Series 7/63/66, CFA/CAIA/CIMA).

Responsibilities

• Own and grow defined account lists of RIA custodians, bank trust platforms, TAMPs, DC recordkeepers, and alt platforms.
• Develop and execute account strategies with revenue targets and relationship depth objectives.
• Provide platform intelligence to inform product positioning and marketing priorities.
• Lead responses to platform RFPs and due diligence questionnaires.
• Represent BBH’s investment capabilities including fixed income, ETFs, SMAs, and alternatives.
• Collaborate with investment teams to develop channel-specific content and thought leadership.
• Provide market feedback to senior leadership on platform trends and opportunities.

Skills

Relationship management

Executive engagement

Strategic thinking

Communication skills

Asset management distribution

Education

FINRA Series 7 license

FINRA Series 63/66 licenses

CIMA designation

CAIA designation

CFA designation

Tools

CAIS platform

iCapital platform

Job description

At BBH, Partnership is 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 BBH legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

BBH Credit Partners is seeking a Strategic Accounts individual to lead relationship management across a strategic set of intermediary distribution channels, including RIA custodians, bank trust platforms, TAMPs, defined contribution recordkeepers, and technology enabled alternative investment platforms. This is a client facing role requiring a polished, credible presence with platform decision-makers and the ability to independently manage complex, multi-stakeholder account relationships. The ideal candidate is a distribution professional with knowledge of intermediary platform dynamics, investment product breadth (fixed income a plus), and operational and due diligence frameworks that govern platform access and shelf space positioning. They bring intellectual depth and commercial drive.

Key Responsibilities:

• Own and growth a defined account list of RIA custodians, bank trust platforms, TAMP gatekeepers, DC recordkeepers, and technology enabled alternative investment platforms, including CAIS, iCapital, and emerging competitors.
• Develop and execute account strategies with clear revenue targets, platform access milestones, and relationship depth objectives.
• Serve as an internal voice of the client by providing platform intelligence and competitive dynamics to inform product positioning, marketing strategy, and distribution priorities.
• Lead and coordinate responses to formal platform RFPs and due diligence questionnaires.
• Represent BBH’s Investment capabilities including fixed income, ETFs, SMAs, and alternatives.
• Collaborate with investment teams to develop channel-specific content, market commentary, and thought leadership.
• Provide ongoing market feedback to senior leadership on competitive positioning, platform trends, and emerging distribution opportunities.

Qualifications:

• 5 to 8+ years’ experience in asset management distribution, with significant direct coverage of RIA custodians, bank trust, TAMPs, DC record keepers, and alternative investment platforms.
• Demonstrated history of driving AUM growth and deepening platform relationships.
• Sophisticated investment product knowledge spans fixed income, mutual funds, CITs, ETFs, SMAs, and alternative investments.
• FINRA Series 7 and 63/66 licenses required; CIMA, CAIA or CFA designation strongly preferred.
• Proven ability to engage at the executive level with institutional‑caliber buyers.
• Strategic thinker with the commercial instincts to prioritize high‑value opportunities and manage complex accounts.
• Exceptional communication and relationship building skills; known for credibility, follow‑through and deep market knowledge.

Salary Range NY: $140,000 - $170,000 base salary + annual bonus target 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.

About BBH:

Brown Brothers Harriman Credit Partners, LLC is an affiliate of Brown Brothers Harriman &Co. (together ‘BBH’).

BBH is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.

BBH works 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.

We look to invest 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.

Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.

BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors.

As a private partnership, we are uniquely built to put clients first and create success that lasts.

We believe our success starts with yours.

At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships.

Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice.

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.

No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective.

BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

Delivering for our clients and each other energizes us.

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.

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.

With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.