Brown Brothers Harriman (BBH)

Brown Brothers Harriman (BBH)

Relationship Manager I

Boston

Sponsorship not specified$85k-$130kDetected 2 days ago
Account ManagementBusiness DevelopmentResearchLeadershipCommunicationMentoringCFA

About the role

  • Brown Brothers Harriman is one of the oldest and largest private banks in the United States, with a history spanning more than 200 years.
  • As a private partnership, BBH operates with a long-term orientation that is rare in financial services - no outside shareholders, no quarterly earnings pressure, and no conflicts born from competing business lines.

Responsibilities

  • Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, gaining wallet share, and referring their friends and family to the firm.
  • Support the preparation and delivery of polished, insight-driven client meeting materials, account reviews, and periodic reporting that reflect the BBH standard of excellence.
  • Serve as the first call for portfolio-related questions, including investments, markets and economy, asset allocation, and performance, building the trust and credibility that define a world-class advisor.
  • Develop a deep working knowledge of BBH's full suite of investment offerings across public markets, private equity, and alternative strategies.
  • Implement tailored investment strategies to meet individual client objectives, leveraging BBH's proprietary guidelines and policy framework to construct client-specific plans with rigor and care.
  • Build and demonstrate high-level investment knowledge, including private markets, alternatives, and the risk and tax dimensions of wealth, and bring that knowledge to life in every client interaction.
  • Prepare for and lead client meetings with confidence and create compelling client meeting materials.
  • 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.
  • 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.
  • Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

Requirements

  • Bachelor's Degree or equivalent required
  • Familiarity and comfort engaging with private business owners
  • Knowledge of asset allocation, trust and fiduciary principles
  • A collaborative, partnership-driven environment where you are encouraged to contribute beyond your defined role and add value wherever your expertise and judgment can make an impact.
  • 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.
  • Excellent client service skills
  • Superior oral/written communication, analytical and thought leadership skills
  • Strong team player with a high work ethic and attention to detail

Nice to have

  • 6+ plus years relevant ultra-high-net-worth client management experience
  • CFA, CFP, and/or MBA a plus

Skills

  • Delivering for our clients and each other energizes us.
  • BBHers can pick up the phone and call any colleague, and they are happy to help.

Compensation

  • MA: $85,000 to $130,000 base salary + annual bonus opportunity
  • 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.

Benefits

  • Opportunities to expand your expertise, take on new challenges, and continuously develop your career without ever having to leave the firm.
  • A comprehensive benefits program emphasizing health, financial security, and peace of mind, reflecting the same standard of care we bring to our clients.
  • 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.
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