Brown Brothers Harriman (BBH)
Director of Investment Advisory
New York · Director
Sponsorship not specified$200k-$250kDetected 30 days ago
RESTData AnalysisAvidResearchCommunicationCritical ThinkingMentoringCFA
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.
- This senior investment professional will be primarily dedicated to supporting and growing our Single Family Office (SFO) client base.
Responsibilities
- Engage as a credible, unbiased thought partner to SFO prospects, providing asset allocation, portfolio construction, manager diligence, and risk management advice
- Help build out Investment Advisory team including recruiting, coaching, and training junior talent.
- Establish BBH as a thought-leader in the family office space, and collaborate with internal teams to generate relevant content to help us engage with clients and prospects (articles, white papers, speaking engagements, events)
- 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
- 15+ years of relevant investment experience
- Proven ability to engage with ultra high-net-worth individuals and family offices, raise capital, and distribute investment products
- Demonstrated ability to work in a team environment in a collaborative way
- Opportunities to grow your expertise and take on new challenges
- Extensive network within the family office and wealth management ecosystem
- Exceptional data analysis
- Exceptional written/verbal communication skills and a passion for client service
- Strong attention to detail
- Strong interpersonal skills
- Demonstrated interest in and passion for investing
- Strong quantitative and qualitative analysis skills
- Strong conceptual and critical thinking skills
- Highest level of integrity and professional standards
Nice to have
- BA or equivalent, graduate school degree and/or CFA 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's 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
- High-quality benefits program emphasizing good health, financial security, and peace of mind
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