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About the Role
The Relationship Manager (RM) is responsible for relationship excellence and new business development, increasing penetration with existing clients, ensuring satisfaction, and maximizing profitability. The RM will handle smaller opportunities independently and support senior RMs on larger, more complex prospects.
Responsibilities
- Ensure Relationship Excellence (RE) with existing clients.
- Serve as the client advocate within BBH at a strategic level, responsible for client satisfaction and ensuring top rankings in industry surveys.
- Continuously expand knowledge of the Investor Services industry, BBH sales, relationship management, and operational processes.
- Play an active role in researching and presenting BBH practices, data, and trends to assist in client and prospect communications.
- Grow revenue with assigned clients or prospects.
- Coordinate cross-selling activity with Client Service Manager (CSM), product specialists, Ops, and Systems; oversee deals.
- Identify and coordinate innovative and integrated solutions to address clients’ strategic challenges using multiple BBH products and services.
- Evaluate existing client relationships and identify new revenue streams through active communication and collaboration with CSM, Ops, and Systems.
- Promote BBH products and services throughout the industry and position BBH for long-term opportunities.
- Remain knowledgeable of changing industry initiatives, regional and global market practices.
- Develop and maintain detailed relationship/sales plans and RE analysis for individual clients or prospects.
- Monitor and track clients and/or prospects by developing an in-depth knowledge of their 1, 3, and 5-year business strategy, key imperatives, organizational changes, and related activities.
- Monitor development and progress against relationship or sales plans and RE action steps for clients or prospects.
- Actively track and communicate client and marketing intelligence back to appropriate BBH resources and colleagues.
Requirements
- BS/BA required, or equivalent work experience
- A minimum of 5 - 7 years global custody or related industry experience is required
- Global custody product knowledge; including cross product knowledge
- Communication skills with demonstrated presentation skills and excellent writing ability
- Professional business acumen; Ability to interact in a professional manner at all levels, both internally and externally to BBH
- Detail oriented with proven ability to see open issues to resolution
- Quick learner, ability to juggle duties and trouble shoot while maintaining an upbeat personality
- Travel required
Skills
- MBA is a plus
- Business level English and knowledge of foreign markets are desirable
Experience Level
- 5 - 7 years
Education Level
- BS/BA required
- MBA is a plus
Benefits
- Rewards and benefits
- Philanthropy
- Approach to sustainability
- Support to thrive personally, physically and financially
About the Company
- 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.
- 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.
- Delivering for our clients and each other energizes us.
- 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.
- As a private partnership, every investment we make is 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 value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.