Relationship Manager - Institutional

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

Job summary

Brown Brothers Harriman seeks a senior distribution professional to own and grow a defined account list including RIAs, bank trusts, and TAMP platforms. You will develop strategic account plans, drive revenue targets, and deliver platform intelligence to shape product positioning and marketing strategies.

The role requires significant experience in asset management distribution, strong relationships with institutional buyers, and expertise across fixed income, ETFs, SMAs, and alternatives.

Qualifications

• 5 to 8+ years' experience in asset management distribution and direct coverage of RIAs, bank trust platforms, TAMPs, DC recordkeepers, and alternative investment platforms.
• Demonstrated history of driving AUM growth and expanding platform relationships.
• Sophisticated investment product knowledge across fixed income, ETFs, SMAs, and alternatives.
• FINRA Series 7 and 63/66 licenses required; CFA/CAIA/CIMA designation preferred.

Responsibilities

• Own and grow a defined account list of RIA custodians, bank trust platforms, TAMP gatekeepers, DC recordkeepers, and technology-enabled platforms.
• Develop and execute account strategies with clear revenue targets and relationship milestones.
• Provide platform intelligence to inform product positioning, marketing strategy, and distribution priorities.
• Lead 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 and distribution opportunities.

Skills

Asset management distribution

RIA custodians coverage

TAMP platforms experience

Executive engagement

Relationship management

Strategic account planning

Financial products knowledge

FINRA Series 7/63/66

Industry designations (CFA/CAIA/CIMA)

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.

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