Brown Brothers Harriman (BBH)

Brown Brothers Harriman (BBH)

TA Investor Boarding Team Leader

Boston

Sponsorship not specified$80k-$120kDetected 27 days ago
CommunicationMentoringPublic Speaking

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.
  • The TA Investor Onboarding Team Leader is responsible for guiding/supporting team members around AML/KYC due diligence related to client onboarding and managing the quality and productivity of the work of the team.

Responsibilities

  • Ensure the teams perform accurate and timely due diligence reviews on investor documents pertaining to account opening on a wide range of investor types in accordance with BBH Policies and procedures and in line with applicable regulations.
  • Maintain oversight of the review and verification of the most complex account opening assessments performed by the senior representatives and supervisors
  • Responsible for the cross-training of staff on all aspects of Transfer Agency functions to develop depth and breadth of knowledge
  • Follow up on AML/CTF due diligence requirements on a range of institutional client types with different legal structures, in all jurisdictions, to support businesses across various product groups including Real Estate Funds and Equities
  • Provide guidance and support to team members reporting to you in terms of increasing AML knowledge, personal development and career progression
  • Maintain the oversight of the communication to clients of new account statuses and provide information for our clients on the progress of onboarding their investors.
  • Maintain oversight of the preparation of KPI's and MI's in your area for inclusion to the wider department MI.
  • Lead the team to build and maintain excellent relationships with clients and their investors
  • Lead the team to communicate professionally and constructively to address and resolve issues
  • Take the lead in queries from the investor /fund regarding specific account opening requests

Requirements

  • Deputise for the Manager of the team when required

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

  • $80,000 - $120,000 base salary + annual target bonus
  • 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.
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