Senior Relationship Manager Jobs

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
Join us as a Senior Relationship Manager
Brown Brothers Harriman is currently recruiting a Senior Relationship Manager to join our Private Banking Wealth Management team. 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.
• 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).
• Manage complex accounts/client relationships; work with clients to identify strategic investment objectives and needs – integrating Wealth Planning, as appropriate.
• 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

• Be perceived by client as a BBH executive and the senior RM on the team.
• Demonstrate external “draw” as a result 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.

Qualifications

• Excellent client services skills
• 10+ years relevant portfolio management experience involving equities, bonds, or both
• Strong team player
• CFA, CFP, and/or MBA a plus
• BA/BS required
• Superior oral/written communication, analytical and thought leadership skills
• Knowledge of asset allocation, trust, and fiduciary principles
• Strong work ethic

What We Offer

• Direct access to clients, information and experts across all business areas around the world
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• A culture of inclusion that values each employee’s unique perspective
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• A collaborative environment that enables you to step outside your role to add value wherever you can
• 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.
Full time
Philadelphia