Relationship Manager - Institutional
About BBH
At BBH, Partnership is our approach to business and relationships. We support your professional and personal goals to help our clients and advance our business. With a 200-year BBH legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
BBH Credit Partners is seeking a Strategic Accounts individual to lead relationship management across a strategic set of intermediary distribution channels, including RIA custodians, bank trust platforms, TAMPs, defined contribution recordkeepers, and technology-enabled alternative investment platforms.
Responsibilities
- Own and grow 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.
Qualifications
- 5 to 8+ years’ experience in asset management distribution, with significant direct coverage of RIA custodians, bank trust, TAMPs, DC recordkeepers, and alternative investment platforms.
- Demonstrated history of driving AUM growth and deepening platform relationships.
- Sophisticated investment product knowledge spanning 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.
Pay
NY: $140,000 - $170,000 base salary + annual bonus target.
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
Benefits
BBH's total rewards package recognizes your contributions with benefits that enhance your experience, including long-term savings, healthcare, income protection, professional development opportunities, and time off.
About BBH
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 a partnership approach to client management. BBH works with sophisticated clients 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 value collective debate and development. 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 collaborate freely, and 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 also invest in relationships, technologies, products, and development for the long-term interests of our clients and people. Our long-tenured leaders are experts actively involved in the day-to-day business, providing guidance and mentoring to build the next generation of BBHers.