Relationship Manager - Institutional at Brown Brothers Harriman | NY, US | Rezi

Relationship Manager - Institutional at Brown Brothers Harriman

Relationship Manager - Institutional

Brown Brothers Harriman · NY, US

1 weeks ago

Relationship Manager - Institutional

Brown Brothers Harriman · NY, US

12 days ago
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About the Role

BBH Credit Partners is seeking a Strategic Accounts individual to lead relationship management across a strategic set of intermediary distribution channels. This client-facing role requires a polished, credible presence with platform decision-makers and the ability to independently manage complex, multi-stakeholder account relationships.

Responsibilities

  • Own and growth a defined account list of RIA custodians, bank trust platforms, TAMP gatekeepers, DC recordkeepers, and technology enabled alternative investment platforms, including CAIS, iCapital, and emerging competitors.
  • Develop and execute account strategies with clear revenue targets, platform access milestones, and relationship depth objectives.
  • Serve as an internal voice of the client by providing platform intelligence and competitive dynamics to inform product positioning, marketing strategy, and distribution priorities.
  • Lead and coordinate responses to formal platform RFPs and due diligence questionnaires.
  • Represent BBH’s Investment capabilities including fixed income, ETFs, SMAs, and alternatives.
  • Collaborate with investment teams to develop channel-specific content, market commentary, and thought leadership.
  • Provide ongoing market feedback to senior leadership on competitive positioning, platform trends, and emerging distribution opportunities.

Requirements

  • 5 to 8+ years’ experience in asset management distribution, with significant direct coverage of RIA custodians, bank trust, TAMPs, DC record keepers, and alternative investment platforms.
  • Demonstrated history of driving AUM growth and deepening platform relationships.
  • Sophisticated investment product knowledge spans fixed income, mutual funds, CITs, ETFs, SMAs, and alternative investments.
  • FINRA Series 7 and 63/66 licenses required; CIMA, CAIA or CFA designation strongly preferred.
  • Proven ability to engage at the executive level with institutional-caliber buyers.
  • Strategic thinker with the commercial instincts to prioritize high-value opportunities and manage complex accounts.
  • Exceptional communication and relationship building skills; known for credibility, follow-through and deep market knowledge.

Skills

  • Relationship management
  • Platform decision-makers engagement
  • Complex account management
  • Intermediary platform dynamics
  • Investment product knowledge
  • Fixed income
  • Operational frameworks
  • Due diligence frameworks
  • Intellectual depth
  • Commercial drive
  • Revenue target development
  • Platform access strategy
  • Client feedback provision
  • RFP response
  • Due diligence questionnaire response
  • Investment capabilities representation
  • Channel-specific content development
  • Market commentary
  • Thought leadership
  • Market feedback provision
  • Competitive positioning analysis
  • Platform trend analysis
  • Distribution opportunity identification
  • Communication skills
  • Relationship building skills
  • Credibility
  • Follow-through
  • Deep market knowledge

Location

  • NY

Work Type

  • Client facing

Experience Level

  • 5 to 8+ years

Education Level

  • FINRA Series 7 and 63/66 licenses required
  • CIMA, CAIA or CFA designation strongly preferred

Salary/Compensations

  • $140,000 - $170,000 base salary + annual bonus target

Benefits

  • Discretionary bonuses
  • Profit-sharing
  • Long-term savings
  • Healthcare
  • Income protection
  • Professional development opportunities
  • Time off

About the Company

  • Brown Brothers Harriman Credit Partners, LLC is an affiliate of Brown Brothers Harriman & Co. (together ‘BBH’). BBH is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
  • BBH works with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
  • We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas.
  • 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.
  • No matter where you sit in the organization, everyone is empowered to contribute their ideas.
  • BBHers can pick up the phone and call any colleague, and they are happy to help.
  • Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
  • We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.
  • We look to invest in the relationships, technologies, products, and development we believe are in the long-term interests of our clients and our people.
  • 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.
  • Because we know, our success begins with yours.

Equal Opportunity

  • We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.