Single Family Office Relationship Manager at Brown Brothers Harriman | NY, US | Rezi

Single Family Office Relationship Manager at Brown Brothers Harriman

Single Family Office Relationship Manager

Brown Brothers Harriman · NY, US

2 weeks ago

Single Family Office Relationship Manager

Brown Brothers Harriman · NY, US

15 days ago
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About the Role

BBH seeks a business development professional to join our Single Family Office (SFO) practice, targeting clients with investment assets over $250 million. The role involves sourcing, cultivating, and commercializing new relationships by identifying prospective clients' needs and engaging internal resources to close opportunities.

Responsibilities

  • Focus a significant amount of time on business development.
  • Develop and implement long term new business strategy to maintain active pipeline of opportunities with consistent follow-up.
  • Demonstrate strong judgement in order to match broad services offered by BBH to the identified needs of our clients and prospects.
  • Exhibit a strong networking DNA, along with business building and organizational skills.
  • Effectively manage multiple tasks with high energy coupled with ability to be flexible and patient.
  • Be capable of handling a large number of clients, prospects and potential referral sources with a variety of needs.
  • Demonstrate deep knowledge of investment offerings including equities, fixed income and alternatives.
  • Ensure all clients are highly satisfied with the service they are receiving.
  • Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business.
  • Elevate high level risk issues and oversee Relationship Associate (RA) and Administrative Assistant’s efforts relating to the completion of client requests on behalf of the client base.
  • Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM’s.
  • Be perceived by clients as a BBH executive and the senior Business Development specialist on the team.

Requirements

  • BA / BS required.
  • 8+ years relevant business development or relationship management experience involving equities, bonds, and alternatives; preference for experience with UHNW/Single Family office.
  • Proven record of growing revenues through client acquisition.
  • Ability to operate independently with a high level of direct responsibility while also partnering effectively with both fellow business development team members and investment teams.
  • Capable of managing long-term relationships and initiating and cultivating new client relationships.
  • Excellent client services skills.
  • Superior oral/written communication, analytical and thought leadership skills.
  • Knowledge of asset allocation, trust, and fiduciary principles.
  • Strong team player.
  • Strong work ethic.

Skills

  • Active listening skills to identify and understand clients and prospects’ needs.
  • Networking DNA.
  • Business building skills.
  • Organizational skills.
  • Ability to manage multiple tasks with high energy.
  • Flexibility.
  • Patience.
  • Investment judgment.
  • Adherence to compliance requirements.
  • Risk management.
  • Coaching.
  • Training.
  • Mentoring.
  • Thought leadership.

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • 8+ years relevant business development or relationship management experience

Education Level

  • BA / BS required
  • CFA, CFP, and / or MBA a plus

Salary/Compensations

  • $140,000-$190,000 base salary plus annual incentive

Benefits

  • Long-term savings
  • Healthcare
  • Income protection
  • Professional development opportunities
  • Time off

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.
  • 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.

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.