Senior Family Business Advisor

1 month ago

Charlotte, United States Brown Brothers Harriman Full time
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Join us as a Senior Family Business Advisor

Brown Brothers Harriman is currently recruiting a Senior Family Business Advisor to join our Center for Family Business ("CFB"). In this role you will serve as one of the firm's subject matter experts, supporting our colleagues and some of the largest business-owning families in the world in the areas of generational transition (succession), governance, shareholder conflict resolution, shareholder strategy, and capital / liquidity strategies for private business owners.

Drawing on your deep experience, you will join the broader BBH client team when they are called to help assess practices and behaviors of complex family enterprises. You will assist in a myriad of situations from consulting with a colleague on how to think about the development of a family employment policy to assisting a group of business owners who are struggling with how to break a deadlock over control disagreements. You will work together (along with external advisors as appropriate) as a team to help deliver a best-in-class support experience to the client as the situation demands.

The Senior Family Business Advisor also creates draw to BBH by acting as a continuous purveyor of thought leadership on the topics most important to substantial family business owners. This thought leadership is informed by leading thinkers in practice and academia. You will continually test and refine the advice we offer as a firm by leading the delivery of support to large and complex business-owning families, collaborating with others to ensure we are helping our clients to the greatest extent possible.

Some of your key responsibilities include:
  • Client Engagement
    • Serving as a senior subject matter expert with a reputation as an expert on the unique issues that occur at the intersection of a business, family, and wealth
    • Earning the confidence of colleagues to be invited in to work on the largest opportunities and relationships in the firm
    • Joining meetings with Relationship Managers and Partners who identify related needs with their business-owning prospects and clients
  • New Business Growth
    • Delivering CFB support in a manner that enhances the BBH value proposition for business owners such that owners want to become BBH clients, or materially deepen their relationship with BBH
    • Identifying opportunities for business owners and their families to leverage BBH's advisory and capital, and partnering with colleagues in our Corporate Advisory & Banking team who can assist with those needs
Qualifications:
  • 15+ years' experience in law, management or family business consulting, corporate or investment banking with the predominant client being business-owning families or non-institutional private business owners
  • Demonstrable record working with CEOs, board chairs, and private business owners ($500 million Enterprise Value) on matters of high strategic importance to those individuals
  • Exceptional emotional intelligence; comfort navigating high conflict situations
  • A keen ability to tactfully communicate difficult messages to business leaders without being argumentative
  • A talent for uncovering complex interrelated issues, sorting and prioritizing them; clearly communicating findings, and assembling action plans that can help create forward progress on issues of concern
What We Offer:
  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Direct access to clients, information and experts across all business areas
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm
  • A culture of inclusion that values each employee's unique perspective
  • High-quality benefits program emphasizing good health, financial security, and peace of mind
  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
  • Volunteer opportunities to give back to your community and help transform the lives of others


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.

  • Senior Family Business Advisor

    4 weeks ago

    Charlotte, United States Brown Brothers Harriman Full time

    Join us as a Senior Family Business Advisor Brown Brothers Harriman is currently recruiting a Senior Family Business Advisor to join our Center for Family Business (“CFB”). In this role you will serve as one of the firm’s subject matter experts, supporting our colleagues and some of the largest business-owning families in the world in the areas of...

  • Family Advisor

    3 months ago

    Charlotte, United States Caring.com Full time

    Job DescriptionJob DescriptionCaring.com - Family Advisor The Family Advisor plays a crucial role in assisting families with finding suitable senior living options. Success in this telecommuting position relies on effective communication, empathy, and collaboration with partner communities. Key elements include providing informed and personalized support,...

  • Family Advisor

    3 weeks ago

    Charlotte, United States Caring.com Full time

    Job DescriptionJob DescriptionCaring.com - Family Advisor The Family Advisor plays a crucial role in assisting families with finding suitable senior living options. Success in this telecommuting position relies on effective communication, empathy, and collaboration with partner communities. Key elements include providing informed and personalized support,...

  • Property & Casualty Senior Client Advisor

    1 month ago

    Charlotte, United States Palmer & Cay Full time

    Property & Casualty Senior Client Advisor Atlanta, Georgia & Charlotte, North Carolina Palmer & Cay is a privately held specialty insurance and employee benefits firm with highly experienced and motivated professionals who are united in their commitment to providing exceptional client consulting services. The Senior Client Advisor at Palmer & Cay is central...

  • SAINT LAURENT Senior Client Advisor Charlotte

    2 weeks ago

    Charlotte, United States Saint Laurent Full time

    SAINT LAURENT Senior Client Advisor Charlotte SAINT LAURENT Senior Client Advisor Charlotte Apply at locations: Charlotte - 4400 Sharon Road, #M19 Time type: Full time Posted on: Posted 6 Days Ago Job requisition id: R137538 Summary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury...

  • Senior Lead Business Execution Consultant- Small and Business Banking

    4 weeks ago

    Charlotte, United States Wells Fargo Full time

    Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management. Lead the strategy and resolution of highly complex and Business, Lead, Consultant, Banking, Leadership, Senior, Business Services

  • SAINT LAURENT Senior Client Advisor Charlotte

    2 weeks ago

    Charlotte, United States YSL America Holding Inc. Full time

    SAINT LAURENT Senior Client Advisor Charlotte SAINT LAURENT Senior Client Advisor Charlotte Apply locations: Charlotte - 4400 Sharon Road, #M19 time type: Full time posted on: Posted Yesterday job requisition id: R137538 Summary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury...

  • Senior Lead Business Execution Consultant-1

    4 weeks ago

    Charlotte, United States Wells Fargo Full time

    Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management. Lead the strategy and resolution of highly complex and Business, Lead, Consultant, Leadership, Senior, Skills, Banking, Business Services

  • Senior Fraud Risk Advisor

    6 days ago

    Charlotte, United States Vanguard Full time

    Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across Vanguard leaders and crew drive faster, stronger, risk-informed decisions.As the Senior Fraud...

  • Senior Fraud Risk Advisor

    2 days ago

    Charlotte, United States Vanguard Full time

    Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across Vanguard leaders and crew drive faster, stronger, risk-informed decisions.As the Senior Fraud...

  • Senior Client Advisor

    1 week ago

    Charlotte, United States Marsh McLennan Full time

    Company: Marsh Description: Marsh is seeking candidates for our open Sr. Client Advisor position in our Charlotte, NC office. What can you expect: Becoming a member of Marsh's best in class Casualty team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you will develop an understanding of the...

  • Senior Financial Advisor

    3 months ago

    Charlotte, United States Farther Full time

    Job DescriptionJob DescriptionCompany DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management,...

  • Wealth Advisor

    4 weeks ago

    Charlotte, United States Comerica Incorporated Full time

    Welcome! We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. QualificationsPosition QualificationsBachelor's degree from an accredited university 10 years of sales experience in personal trust, investment or financial products 5 years of...

  • Advisor - Wealth Management

    1 month ago

    Charlotte, United States FORVIS Full time

    Description & Requirements Forvis Mazars US is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our Forvis Mazars US Private Client practice. How you will contribute: Supporting a Wealth Management team of advisors serving affluent...

  • Application Development Senior Advisor- Mobile- Hybrid

    2 weeks ago

    Charlotte, United States The Cigna Group Full time

    Software Engineering Senior Advisor – Mobile Developer (Band 4 High) Cigna, a leading Health Services company, is looking for exceptional Full Stack Engineers (FSE) in our Data & Analytics organization. A senior mobile advisor is a person that has a breadth of knowledge in computer science, a problem solving mentality and a desire to learn. The candidate...

  • Senior Advisor, Incident Response Consultant

    4 weeks ago

    Charlotte, United States Dell Full time

    Senior Advisor, Incident Response ConsultantThis position requires up to 20% travel.On call is required once every eight weeks.Location: This is a remote position with a preference for West Coast candidates.About SecureworksSecureworks (NASDAQ: SCWX) is a global cybersecurity leader that secures human progress with Secureworks Taegis , a SaaS-based, open XDR...

  • Business Advisor

    2 months ago

    Charlotte, United States WorkSmart Full time

    Description WorkSmart is seeking a dynamic and results-driven Business Advisor to join our sales team. The ideal candidate will have a proven track record of closing new business in the technology field for the last 3+ years. This role requires a proactive individual with excellent communication skills and the ability to understand and meet client needs....

  • Business Risk and Control Advisor

    2 weeks ago

    Charlotte, United States Insight Global Full time

    Insight Global is seeking a few Business Risk & Control Advisors for one of our largest financial clients. This person is responsible for maintaining procedures and controls, identifying and mitigating risk, and creating new policies surrounding fraudulent activity within the Identity Theft Prevention organization.Required Skills & Experience:5+ years of...

  • Senior Associate Attorney

    4 weeks ago

    Charlotte, United States McIlveen Family Law Firm Full time

    Job DescriptionJob DescriptionSalary: The McIlveen Family Law Firm is now hiring a Senior Associate Attorney with 4+ years of experience. We are looking for a motivated Attorney with exceptional trial, negotiation, research, and communication skills. The Attorney will develop relationships with clients as they establish legal needs, provide counsel, help...

  • Senior Associate Attorney

    2 months ago

    Charlotte, United States McIlveen Family Law Firm Full time

    Job DescriptionJob DescriptionSalary: The McIlveen Family Law Firm is now hiring a Senior Associate Attorney with 4+ years of experience. We are looking for a motivated Attorney with exceptional trial, negotiation, research, and communication skills. The Attorney will develop relationships with clients as they establish legal needs, provide counsel, help...