Corporate Advisory & Banking Relationship Manager

Brown Brothers Harriman & Co • Philadelphia, PA

12h • Onsite

About The Position

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. Brown Brothers Harriman (BBH) is a privately held financial institution that has been a thought leader and solutions provider for over 200 years. The Firm serves individuals, families, businesses and institutions in its two business lines: Capital Partners and Investor Services. BBH’s culture of accountability fosters deep, and lasting client relationships built on commitment, adaptability and trust. The Firm is independent, selective, and specialized by design. At BBH, 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 clients’ financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, BBH is the right place for you. Join Us as a Corporate Advisory & Banking Relationship Manager BBH is recruiting a Corporate Advisory & Banking (CAB) Relationship Manager in our Philadelphia office to join our Capital Partners line of business. You will be responsible for sourcing and developing relationships with privately owned businesses and their owners throughout the Mid-Atlantic region. By working with private business owners, their employees and other advisors, BBH develops, maintains and grows multi-generational relationships with successful families. The Relationship Manager builds a solid internal and external network to support business development to introduce and deepen relationships with private business owners. In most cases, the Relationship Manager is the fulcrum of the relationship with corporate clients, working closely with Senior RMs and colleagues in other areas of Capital Partners. The Relationship Manager approaches each client and prospect as a corporate finance generalist bringing knowledge of capital markets, capital structure, merger and acquisitions, industry insights, and commercial lending to the dialogue, taking a long term, strategic perspective. In many situations, it will be important to recognize issues at the intersection of the private business and the family, helping owners navigate governance, business and wealth succession. You are also responsible for seeking to develop opportunities where we can deploy equity and/or debt capital and oversee the investment analysis/memo for such opportunities. The Relationship Manager is responsible for following the credit quality of relationships where the firm has put its debt capital at risk, working with the Corporate Lending Team and senior CAB RMs to ensure proper documentation and follow-up.

Requirements

• BA/BS with GPA above 3.0.
• 7+ years’ financial services experience, preferably in corporate lending, corporate finance or mergers and acquisitions
• Broad and deep corporate finance and capital markets knowledge/training
• Knowledge of the M&A/capital raise process.
• Interpersonal maturity, confidence, and poise
• Experience with financial statement analysis and modeling
• Strong organizational and written/oral communication skills

Nice To Haves

• MBA or CFA preferred, but not required.

Responsibilities

• Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective.
• Market the BBH Capital Partners value proposition and entire suite of BBH services, including lending, private wealth management, and private equity.
• Support efforts to convert prospect relationships to clients of Capital Partners.
• Build a broad network of intermediaries, industry contacts and influencers.
• Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset.
• Develop and support relationships with existing clients’ financial staff and provide support for other Relationship Managers in enhancing the overall relationship.
• Grow revenue from all Capital Partners sources for existing clients.
• Convert lending and advisory relationships to wealth management relationships.
• Ensure the highest standard of credit administration by working with CAB Analysts to provide thorough credit analysis.
• Work with CAB associates to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received.

Benefits

• A competitive compensation package that includes high-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others

What This Job Offers

• Job Type: Full-time
• Career Level: Senior