Family Office Services Team Lead

Brown Brothers Harriman • New York, NY

111d • $85,000 - $105,000

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 is currently recruiting a Family Office Services Team Lead to join our Capital Partners Client and Family Office Servicing Team. In this role you will be supervising the team responsible for various services in support of our Multi Family Office, Client Onboarding, Consolidated Reporting, Navigator and Wealth Projections. As a Team Lead, you will both oversee and actively contribute to daily activities to ensure the teams run efficiently and effectively. You will oversee staff, assign tasks, monitor performance, and provide coaching, training, and development for the staff. You will ensure that daily operations run smoothly and procedures are followed, and that the appropriate controls are in place to mitigate risk and address and escalate issues as they arise. This role requires a balance of leadership and hands-on involvement, ensuring that the Team Lead both guides and contributes to successful outcomes.

Requirements

• BA/BS required.
• 5+ years of financial services experience with at least 2 years managing a team required.
• Knowledge of security assets and performance reporting.
• Knowledge of private investments and reporting.
• Experience working in the Addepar application is strongly preferred.
• Ability to learn new concepts quickly and implement them across the services.
• Strong written and oral communication skills.
• Demonstrate risk awareness and ability to identify red flags.
• Attention to detail, time management and organizational skills.
• Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas.
• Strong interpersonal, collaboration skills.

Responsibilities

• Manage and participate in day-to-day activities to ensure all tasks are complete.
• Develop Employees by providing constructive and timely feedback, training, mentoring, and opportunities for growth.
• Identify and implement process improvements.
• Ensure proper controls are in place and mitigate risk.
• Respond to and escalate, if required, issues.
• Become a SME and work with CP FO personnel and ensure high quality product delivery.

Benefits

• Base salary range of $85k-$105k plus annual bonus target.
• Discretionary bonuses and profit-sharing.
• Healthcare and income protection.
• Professional development opportunities.
• Time off programs that support overall well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees