Senior Relationship Manager: HNW Growth & Leadership

Brown Brothers Harriman & Co.; United States; On-site; USD 200,000 - 250,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking an accomplished Relationship Manager for its multi-family office team in New York, NY. You will serve as the primary point person for high-net-worth clients and lead complex accounts with a focus on portfolio management and business development.

In this role you will mentor junior RMs, collaborate with specialists, and source new business while maintaining exceptional client service in a fiduciary, compliant environment.

Qualifications

• BA/BS required with 15+ years portfolio management experience.
• Excellent client services, communication, analytical and thought leadership skills.
• CFA, CFP, and/or MBA a plus.

Responsibilities

• Lead relationship management and business development for high-net-worth clients.
• Manage complex accounts, identify objectives and align investments.
• Provide oversight of account reviews and forecasting with BBH guidelines.
• Mentor junior RMs and collaborate with specialists to win new business.
• Ensure compliance and documentation meet policy requirements.

Skills

Relationship management

Business development

Client service

Portfolio management

Mentoring / coaching

Sourcing and closing new business

Education

BA / BS

Job description

Brown Brothers Harriman (BBH) is seeking an accomplished Relationship Manager for its multi-family office team in New York, NY. You will serve as the primary point person for high-net-worth clients and lead complex accounts with a focus on portfolio management and business development.

In this role you will mentor junior RMs, collaborate with specialists, and source new business while maintaining exceptional client service in a fiduciary, compliant environment.