Relationship Manager IV - Capital Partners

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200‑year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Join us as a Relationship Manager IV
BBH Capital Partners is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners’ mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results. Brown Brothers Harriman is currently recruiting for a Relationship Manager IV to join our Capital Partners, multi‑family office (MFO) team in Boston.

Key Responsibilities
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 Capital Partners (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

Familiarity and comfort engaging with private business owners

Strong team player

Strong work ethic

CFA, CFP, and/or MBA a plus

Salary Range
$170,000 – $230,000 base salary + annual target bonus.

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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