Family Office Solutions Manager

Brown Brothers Harriman • Boston, MA

122d

About The Position

The Family Office Solutions Manager at Brown Brothers Harriman (BBH) is a client-facing role that will be a liaison between the family, the relationship manager, and the family office solutions group. This role involves onboarding new client relationships, project management, overseeing reporting, and managing the set of family office services for the clients of BBH’s Boston office.

Requirements

• Bachelor’s degree required.
• 8+ years of relevant experience required.
• Experience working in a SFO or multi-family office environment required.
• Must have experience providing non-investment related solutions for clients.
• Background in finance or accounting highly preferred.
• Excellent verbal, written, and design communication skills.
• Client first mindset with attention to detail and confidentiality.
• Strong consultative and strategic thinking capabilities; a natural problem solver.
• Proven ability to manage complex projects and build collaborative relationships.

Responsibilities

• Build and maintain strategic relationships with senior stakeholders within BBH and client organizations.
• Resolve operational issues impacting our clients.
• Understand client’s needs and proactively engage with tailored solutions.
• Lead onboarding and service transition efforts for clients who require family office solutions.
• Coordinate with RM teams for delivery of service offering.
• Deliver tailored financial modeling for clients and prospects.
• Oversee administrative tasks related to client onboarding and ongoing client execution.
• Manage project timelines, deliverables, and communication across various disciplines.
• Support estate planning, tax advisory, philanthropic strategies, and trust services.
• Coordinate with external third-party advisors for execution of certain lifestyle management offerings.
• Lead certain aspects of meetings and strategic reviews with the families and their advisors.
• Identify opportunities for process improvements and work with FOS leadership to make these improvements.
• Coordinate internal referrals and track referral activity in collaboration with Sales Enablement.
• Review and enhance existing family office collateral; develop new content aligned with strategic goals.
• Support proposal development, collateral creation, and prospect screening.
• Collaborate with the Addepar team to develop reporting for new clients.
• Design and produce client-friendly materials.
• Perform ad hoc research and analysis to support investment advisory, estate planning, philanthropic advisory, and tax optimization strategies.
• Leverage Excel modeling and PowerPoint design to deliver high-impact insights and presentations.

What This Job Offers

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