Strategic Corporate Advisory & Banking Relationship Lead

Brown Brothers Harriman & Co.; Boston (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

Brown Brothers Harriman & Co. in Boston seeks a Corporate Advisory & Banking Relationship Manager to grow and manage relationships with privately held businesses in New England.

You will originate credit opportunities, advise on capital structure and M&A topics, and coordinate with lending and private equity teams to deliver integrated solutions. The role emphasizes building long-term partnerships with family-owned businesses, expanding BBH’s private wealth and corporate services while managing

Qualifications

• BA/BS required; MBA or CFA preferred, but not required.
• 10+ years experience in corporate lending, corporate finance or mergers and acquisitions.
• Strong relationships with owners of sizeable private or family-run businesses in New England.
• Broad and deep corporate finance and capital markets knowledge/training.
• Knowledge of financial markets.
• Knowledge of the M&A/capital raise process.
• Interpersonal maturity, confidence, and poise.
• Experience with financial statement analysis and modeling.
• Strong organizational and written/oral communication skills.

Responsibilities

• Establish new and deepen existing relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective.
• Market the BBH value proposition and entire suite of BBH services, including lending, multi‑family office, and private equity.
• Evaluate new strategic credit opportunities.
• Convert prospect relationships to clients.
• Build a broad network of intermediaries, industry contacts and influencers.
• Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset.
• Develop relationships with existing clients’ financial staff and provide support for other Relationship Managers in enhancing the overall relationship.
• Convert lending and advisory relationships to wealth management relationships.
• Ensure the highest standard of credit administration by working with the underwriting team to provide thorough credit analysis.
• Work with team to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received.

Skills

Corporate lending

Corporate finance

M&A knowledge

Relationship mgmt

Financial modeling

Financial statement analysis

Interpersonal maturity

Communication skills

Education

BA/BS degree

MBA or CFA preferred

Job description

Brown Brothers Harriman & Co. in Boston seeks a Corporate Advisory & Banking Relationship Manager to grow and manage relationships with privately held businesses in New England.

You will originate credit opportunities, advise on capital structure and M&A topics, and coordinate with lending and private equity teams to deliver integrated solutions. The role emphasizes building long-term partnerships with family-owned businesses, expanding BBH’s private wealth and corporate services while managing