Sr. Relationship Manager - Wealth Management

Brown Brothers Harriman (BBH) is recruiting a Relationship Manager (RM) to join our multi‑family (MFO) team in New York, NY. The RM will serve as the point person for high‑net‑worth clients with at least $25 million of investable assets. This role includes a business development component in addition to exceptional client service and portfolio management.
Responsibilities

Relationship Management and Business Development

Focus 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 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

Demonstrate 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.
Professional designations (CFA, CFP, and/or MBA) a plus.
Compensation

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.
Benefits

BBH’s total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long‑term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well‑being.
EEO Statement

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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