Brown Brothers Harriman (BBH)
Senior Relationship Manager - Wealth Management / Family Office
New York · Senior
Sponsorship not specified$200k-$250kDetected 30 days ago
Business DevelopmentTaxLeadershipCommunicationMentoringCFA
About the role
- 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.
- Brown Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY.
Responsibilities
- 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.
- 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.
Requirements
- BA / BS required
- 14+ years relevant portfolio management experience involving equities, bonds, or both
- Knowledge of asset allocation, trust, and fiduciary principles
- Familiarity and comfort engaging with private business owners
- 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 services skills
- Superior oral/written communication, analytical and thought leadership skills
- Strong team player
- Strong work ethic
Nice to have
- 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
- $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.
Benefits
- 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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