Relationship Manager IV

6 days ago

Boston, 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 Relationship Manager IV

Brown Brothers Harriman is currently recruiting a Relationship Manager IV to join our Private Banking Wealth Management team in Boston. In this role you will serve as the point person for high-net-worth clients, including business development, client service and portfolio management. You will manage your client accounts individually but may take junior employees to account meetings to provide career development opportunities. If you are experienced in closing your own business, able to handle complex accounts and demonstrate confidence to stand in for other RMs when needed, and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners) this opportunity is right for you

Some of your key responsibilities include:

Relationship Management and Business Development

  • 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 Wealth Planning, as appropriate.
  • Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, referring their friends and family to the firm and identifying other opportunities within Private Banking (outside of Investment Advisory).
  • Develop and implement long term new business strategy in coordination with other Relationship Managers.
Investment Execution
  • 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.
  • Prepare for account reviews, account opening / closing / maintenance, and creation of client meeting 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, completing documentation and written records of meetings and discussions.
  • Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant's efforts relating to the completion of client requests on behalf of the client base.
Business and Professional Leadership
  • Demonstrate external "draw" because of personal and professional networks resulting in the ability to source and close business.
  • 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 client as a BBH executive and the senior RM on the team.
Qualifications:
  • BA / BS required
  • 10+ 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
  • Strong team player
  • Strong work ethic
  • CFA, CFP, and/or MBA a plus


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.

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