Single Family Office Relationship Manager

About the role

BBH seeks to hire a business development professional to join our Single Family Office (SFO) practice. We target clients with investment assets over $250 million. Our offering is comprised of proprietary investment strategies, value-added family office services, and capital solutions.

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.
• Strong active listening skills to identify and understand clients and prospects’ needs.
• Demonstrate strong judgement in order to match broad services offered by BBH to the identified needs of our clients and prospects.
• Leverage BBH’s internal expertise across investments, tax, trust and estate, and numerous family office services.
• 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, including Pitchbooks, Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
• 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.

Qualifications

• 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.
• 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.
• Deep knowledge of investment offerings including equities, fixed income and alternatives.
• Knowledge of asset allocation, trust, and fiduciary principles.
• Strong team player.
• Strong work ethic.
• CFA, CFP, and / or MBA a plus.

Benefits

Salary Range $140,000-$190,000 base salary plus annual incentive. BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role.

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.