Senior Private Wealth RM: Growth, Strategy & Advisory

BBH New York; New York (NY); On-site; USD 200,000 - 250,000; Full time

Job summary

BBH New York is seeking a Senior Relationship Manager to join the Private Wealth Management team in New York, NY. You will serve high-net-worth clients with substantial investable assets, lead business development efforts, and manage client relationships with senior-level guidance and team collaboration.

You will mentor junior RMs, coordinate complex portfolios, and deliver tailored investment strategies while maintaining risk controls and fiduciary standards.

Qualifications

• 15+ years of portfolio management experience across equities and/or fixed income.
• Outstanding client servicing and relationship management skills.
• Strong communication, analytic and thought leadership abilities.
• Familiarity with private business owners and fiduciary principles.
• CFA, CFP, or MBA is a plus.

Responsibilities

• Relationship Management and Business Development: focus heavily on sourcing and closing new business; manage complex accounts and client relationships; coordinate with BBH team on investment objectives.
• Investment Execution and Sales: ensure investments align with client needs; oversee modeling and review materials; guide asset allocation discussions.
• Risk Management and Administration: exercise professional judgment with adherence to compliance and documentation standards; escalate high-risk issues where needed.
• Business and Professional Leadership: leverage networks to source business; mentor junior RMs and participate in in-person meetings.

Skills

Portfolio management

Business development

Client relationship management

Excellent communication

Team mentoring

Education

BA / BS required

CFA/ CFP / MBA a plus

Job description

BBH New York is seeking a Senior Relationship Manager to join the Private Wealth Management team in New York, NY. You will serve high-net-worth clients with substantial investable assets, lead business development efforts, and manage client relationships with senior-level guidance and team collaboration.

You will mentor junior RMs, coordinate complex portfolios, and deliver tailored investment strategies while maintaining risk controls and fiduciary standards.