Portfolio Growth Specialist

1 week ago


Philadelphia, Pennsylvania, United States Brown Brothers Harriman & Co. Full time

Brown Brothers Harriman & Co. is a leading provider of private banking and wealth management services, and we are seeking an experienced Relationship Manager to join our team in Boston. As a Relationship Manager IV, you will be responsible for providing exceptional service to high-net-worth clients with at least $25 million of investable assets, focusing on business development, client service, and portfolio management.

Your primary objective will be to manage complex accounts, identify strategic investment objectives, and ensure client satisfaction. You will work closely with clients to understand their needs and develop tailored solutions to meet their goals. You will also collaborate with colleagues to provide exceptional service and drive business growth.

To excel in this role, you must possess excellent communication and interpersonal skills, as well as a deep understanding of investment products and services. A successful candidate will have 14+ years of relevant experience in portfolio management, involving equities, bonds, or both. They should also have a bachelor's degree and hold a professional certification such as CFA, CFP, or MBA. Our company offers a competitive salary of approximately $250,000 per year, along with comprehensive benefits and opportunities for career advancement.



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