Sr. Relationship Manager - Wealth Management

About the role

Brown Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY.

Responsibilities

• Focus a significant amount of time on business development.
• Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs – integrating estate and tax planning.
• Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm.
• Develop and implement long-term new business strategy in coordination with other members of the BBH team.
• Investment Execution and Sales:
• Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs.
• Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation).
• Provide oversight when / where others are involved in modeling investments for clients.
• Ensure your team timely completes account reviews and account maintenance, for example rebalancing accounts.
• Oversee and ultimately be the person responsible for the quality and accuracy of client review and prospective client pitch materials.
• Risk Management and Administration:
• 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 Investment Policy Statements, Know Your Customer requirements, and timely documentation and written records of meetings and discussions.
• Elevate high level risk issues and oversee junior team members execution relating to the completion of client requests on behalf of the client base.
• Business and Professional Leadership:
• External “draw” because of personal and professional networks resulting in the ability to source and close business.
• Coach, train and mentor junior team members, provide input on their career development; contribute to developing less experienced RMs, be physically present in the office when not traveling for business purposes.
• Be perceived by clients as a BBH executive and trusted advisor.

Qualifications

• BA / BS required.
• 15+ years relevant portfolio management experience involving equities, bonds, or both.
• Excellent client services skills.
• Superior oral/written communication, analytical and thought leadership skills.
• Knowledge of asset allocation, trust, and fiduciary principles.
• Familiarity and comfort engaging with private business owners.
• Strong team player.
• Strong work ethic.
• CFA, CFP, and/or MBA a plus.

Benefits

Salary Range: Base Salary: $200,000 - $250,000 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. 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.