Relationship Manager IV - Capital Partners

Brown Brothers Harriman; Chicago (IL); On-site; USD 160,000 - 200,000; Full time

Job summary

An established industry player is seeking a Relationship Manager IV to join their Private Banking Wealth Management team in Chicago. This pivotal role involves managing high-net-worth client accounts, developing business strategies, and ensuring compliance while fostering strong relationships. With a focus on client satisfaction and portfolio management, the position offers a unique opportunity to lead and mentor junior staff in a collaborative environment. The firm values diverse experiences and provides a comprehensive rewards package, making this an exciting opportunity for seasoned professionals in the financial services sector.

Benefits

Comprehensive rewards package

Professional development opportunities

Bonuses

Benefits

Qualifications

• 10+ years of experience in portfolio management with equities and bonds.
• Strong knowledge of asset allocation and fiduciary principles.

Responsibilities

• Manage complex client accounts and identify investment objectives.
• Develop business strategies focused on client satisfaction.
• Lead and mentor junior staff while sourcing new business.

Skills

Client Service

Communication Skills

Analytical Skills

Investment Knowledge

Business Development

Education

BA/BS

CFA

CFP

MBA

Job description

Relationship Manager IV - Capital Partners

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Job Details

Brown Brothers Harriman is recruiting a Relationship Manager IV for our Private Banking Wealth Management team in Chicago. This role involves serving high-net-worth clients, managing client accounts, business development, and portfolio management.

Pay Range

This range is provided by Brown Brothers Harriman. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

• Base salary: $160,000 - $200,000 per year

Responsibilities

• Manage complex client accounts and relationships, identify investment objectives, and coordinate with Wealth Planning.
• Develop and implement business strategies, focus on client satisfaction, and maintain assets at BBH.
• Demonstrate investment knowledge, prepare account reviews, and ensure compliance.
• Lead and mentor junior staff, source new business, and represent BBH externally.

Qualifications

• BA/BS required, with 10+ years of relevant experience in portfolio management involving equities and bonds.
• Excellent client service, communication, and analytical skills.
• Knowledge of asset allocation, trust, and fiduciary principles.
• CFA, CFP, or MBA is a plus.

Additional Information

BBH offers a comprehensive rewards package, including salary, bonuses, benefits, and professional development opportunities. We value diverse experiences and encourage all qualified candidates to apply.

About BBH

Brown Brothers Harriman is a global financial services firm committed to exceptional service, expertise, and partnership. We foster a collaborative and innovative environment, emphasizing stability, growth, and long-term relationships.