Relationship Manager - Institutional

Brown Brothers Harriman•New York, NY

10d•$140,000 - $170,000•Onsite

About The Position

At BBH, Partnership is 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 BBH legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. BBH Credit Partners is seeking a Strategic Accounts individual to lead relationship management across a strategic set of intermediary distribution channels, including RIA custodians, bank trust platforms, TAMPs, defined contribution recordkeepers, and technology enabled alternative investment platforms. This is a client facing role requiring a polished, credible presence with platform decision-makers and the ability to independently manage complex, multi-stakeholder account relationships. The ideal candidate is a distribution professional with knowledge of intermediary platform dynamics, investment product breadth (fixed income a plus), and operational and due diligence frameworks that govern platform access and shelf space positioning. They bring intellectual depth and commercial drive.

Requirements

5 to 8+ years’ experience in asset management distribution, with significant direct coverage of RIA custodians, bank trust, TAMPs, DC record keepers, and alternative investment platforms.
Demonstrated history of driving AUM growth and deepening platform relationships.
Sophisticated investment product knowledge spans fixed income, mutual funds, CITs, ETFs, SMAs, and alternative investments.
FINRA Series 7 and 63/66 licenses required; CIMA, CAIA or CFA designation strongly preferred.
Proven ability to engage at the executive level with institutional-caliber buyers.
Strategic thinker with the commercial instincts to prioritize high-value opportunities and manage complex accounts.
Exceptional communication and relationship building skills; known for credibility, follow-through and deep market knowledge.

Nice To Haves

CIMA, CAIA or CFA designation strongly preferred.

Responsibilities

Own and growth a defined account list of RIA custodians, bank trust platforms, TAMP gatekeepers, DC recordkeepers, and technology enabled alternative investment platforms, including CAIS, iCapital, and emerging competitors.
Develop and execute account strategies with clear revenue targets, platform access milestones, and relationship depth objectives.
Serve as an internal voice of the client by providing platform intelligence and competitive dynamics to inform product positioning, marketing strategy, and distribution priorities.
Lead and coordinate responses to formal platform RFPs and due diligence questionnaires.
Represent BBH’s Investment capabilities including fixed income, ETFs, SMAs, and alternatives.
Collaborate with investment teams to develop channel-specific content, market commentary, and thought leadership.
Provide ongoing market feedback to senior leadership on competitive positioning, platform trends, and emerging distribution opportunities.