Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Relationship Manager I - Investor Services role.
Rezi rewrites your resume against Brown Brothers Harriman's job description. Free.
Tailor your resume to this Relationship Manager I - Investor Services role.
Rezi rewrites your resume against Brown Brothers Harriman's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Relationship Manager I - Investor Services posting at Brown Brothers Harriman — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Relationship Manager I - Investor Services posting at Brown Brothers Harriman — free, in seconds.
About the Role
Brown Brothers Harriman is recruiting a Junior Relationship Associate to join our Infomediary Data Solutions team. This role focuses on maintaining client relationships and identifying new revenue opportunities within the Infomediary® Data Solutions business.
Responsibilities
- Manage select client relationships under supervision.
- Assist with the creation of technical assets such as presentations, product sheets, and technical diagrams.
- Produce metrics and client volume stats.
- Assist Relationship Managers with client relationship plan deliverables.
- Coordinate Due Diligence visits, questionnaires, and KYC files.
- Attend client meetings.
- Assist with prospecting activities.
- Contribute to revenue growth with assigned clients or prospects.
- Evaluate existing client relationships and identify new revenue opportunities.
- Promote BBH products and services at industry events and conferences.
- Create pricing proposals and revenue projections for new business bids.
- Gather information on market segments and clients for strategic planning.
- Stay knowledgeable of changing industry initiatives and their impact on client needs.
- Perform ad hoc assignments, including financial modeling.
Requirements
- BS/BA or equivalent work experience.
- 4-5 years of global custody or investor services experience.
- 3-4 years of client service, relationship management, sales, marketing, or operations experience, preferably in a tech-focused role.
- Confidence in contacting new client contacts through existing relationships and cold outreach.
- Familiarity with data, digital, and technology product areas within financial services preferred.
- Ability to collaborate across a globally distributed and virtual sales, product, and technology team.
- Demonstrated presentation skills and excellent writing ability.
- Detail-oriented with the ability to identify challenges and recommend resolutions independently.
- Ability to learn new subject matter and handle multiple, conflicting priorities while meeting deadlines.
- Strong proficiency in MS Office applications and SharePoint.
Skills
- Client relationship management
- Sales support
- Technical asset creation
- Data analysis
- Financial modeling
- Collaboration
- Presentation skills
- Writing ability
- Problem-solving
- Time management
- MS Office proficiency
- SharePoint proficiency
Location
- Domestic travel may be required (~10-20% of the time)
Work Type
- Globally distributed team
- In-person collaboration
- Virtual collaboration
Experience Level
- Junior
- 4-5 years global custody or investor services experience
- 3-4 years client service, relationship management, sales, marketing or operations experience
Education Level
- BS/BA or equivalent work experience
Benefits
- Rewards and benefits
- Philanthropy support
- Sustainability support
- 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.
- Works with sophisticated clients on challenging issues.
- Relentless problem solvers who value collective debate and development.
- A diverse community of smart and caring people delivering exceptional service and expert advice.
- Empowers all employees to contribute ideas.
- Encourages collaboration and mutual support.
- Believes stability is a competitive advantage, requiring continuous evolution and innovation.
- As a private partnership, investments are made in relationships, technologies, products, and development for the long-term interests of clients and people.
- Long-tenured leaders provide guidance and mentoring.
Equal Opportunity
- 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, please apply.