Brown Brothers Harriman (BBH)

Brown Brothers Harriman (BBH)

Sr. Relationship Manager - Wealth Management

New York · Senior

Sponsorship not specified$200k-$250kDetected 22 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.
  • Job Description Brown Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY.

Responsibilities

  • With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.
  • 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
  • 15+ 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
  • Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs.
  • Demonstrate external "draw" because of personal and professional networks resulting in the ability to source and close business.
  • 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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