Sr. Relationship Manager - Wealth Management

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

Job Description

At BBH, Partnership is more than a form of ownership—it’s 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 legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. Brown Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this role you will serve as the point person for high-net-worth clients with at least $25 million of investable assets. This role includes a business development component in addition to exceptional client service and portfolio management. You will manage your client accounts as a team and are encouraged to develop junior employees by mentoring them and bringing them to meetings. If you are experienced in sourcing and closing new business, able to handle complex accounts, demonstrate confidence, and partner well with colleagues, this opportunity is right for you.

Key Responsibilities

Relationship Management and Business Development Focus a significant amount of time on business development. Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs – integrating estate and tax planning. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm. Develop and implement long-term new business strategy in coordination with other members of the BBH team. Investment Execution and Sales Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients. Ensure your team timely completes account reviews and account maintenance, for example rebalancing accounts. Oversee and ultimately be the person responsible for the quality and accuracy of client review and prospective client pitch materials. Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, and timely documentation and written records of meetings and discussions. Elevate high level risk issues and oversee junior team members execution relating to the completion of client requests on behalf of the client base. Business and Professional Leadership Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business. Coach, train and mentor junior team members, provide input on their career development; contribute to developing less experienced RMs, be physically present in the office when not traveling for business purposes. Be perceived by clients as a BBH executive and trusted advisor.

Qualifications

Qualifications: BA / BS required 15+ years relevant portfolio management experience involving equities, bonds, or both Excellent client services skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust, and fiduciary principles Familiarity and comfort engaging with private business owners Strong team player Strong work ethic CFA, CFP, and/or MBA a plus

Salary Range

Base Salary: $200,000 - $250,000 plus annual incentive. 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.

Benefits

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. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. 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. 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. As a private partnership, 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. 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.