UHNW Capital Partners RM — Growth, Strategy & Advisory

Brown Brothers Harriman; Boston (MA); On-site; USD 170,000 - 230,000; Full time

Job summary

Brown Brothers Harriman (BBH) in Boston seeks a Relaitonship Manager IV to lead ultra-high net-worth client relationships and collaborate with private equity and debt teams. You will guide wealth planning, liquidity strategies, and family office solutions for $50mm+ clients, with a team of associates supporting operations.

You will leverage a long-standing private partnership culture, emphasizing client service, governance, and disciplined investment oversight within a growing Capital Partners

Qualifications

• BA / BS required.
• 10+ years portfolio management experience including equities or bonds.
• CFA, CFP, and/or MBA a plus.

Responsibilities

• Focus significant time on business development and closing opportunities with ultra-high net-worth clients.
• Manage complex accounts and align investment objectives with client needs (wealth planning and strategy).
• Ensure clients are highly satisfied, maintain assets, and identify other opportunities within Capital Partners.
• Coach and mentor RAs and Sr. RAs and contribute to career development of less experienced RM’s.

Skills

Client services

Communication

Team player

Work ethic

Education

BA / BS

Job description

Brown Brothers Harriman (BBH) in Boston seeks a Relaitonship Manager IV to lead ultra-high net-worth client relationships and collaborate with private equity and debt teams. You will guide wealth planning, liquidity strategies, and family office solutions for $50mm+ clients, with a team of associates supporting operations.

You will leverage a long-standing private partnership culture, emphasizing client service, governance, and disciplined investment oversight within a growing Capital Partners