Senior Relationship Manager - Relationship Excellence

Brown Brothers Harriman & CoBoston, NY

About The Position

Brown Brothers Harriman (BBH) is seeking a Senior Relationship Manager to join their Relationship Excellence team. This role is ideal for someone looking for an entrepreneurial environment to learn and thrive. BBH emphasizes a partnership approach, valuing committed individuals who collaborate to solve complex challenges. The ideal candidate is driven, a problem-solver, and takes pride in enhancing client financial well-being. The Senior Relationship Manager will be responsible for ensuring relationship excellence for a designated client base, developing strategic relationships with senior client executives, and maximizing profitability and product breadth. They will also monitor and resolve operational issues through collaboration across the BBH organization. Additionally, the role involves business development, increasing relationship penetration by selling existing and new products, and delivering new revenue objectives through insight-led selling. This includes translating market and regulatory messaging for clients to generate opportunities and identify innovative solutions using multiple BBH products and services. Risk management is also a key component, ensuring bi-directional trust with clients and fulfillment of regulatory and firm requirements. The role may involve managing a small team of analysts, including assigning work, conducting performance reviews, and providing developmental opportunities.

Requirements

  • Strong understanding and network within ETF and / or Alternative fund servicing market.
  • Excellent client-facing skills and presentation skills
  • Knowledge of the regulatory environment and other external market forces impacting the asset management and financial institution industries
  • Consultative, strategic relationship management & sales experience, approach and methodology
  • A credible executive able to gain the confidence and trust at the highest levels within our industry
  • Promotes desired culture and associated best practices
  • Ability to successfully operate within a team
  • Experience and evidence of executing an Insight-Led Sales Strategy
  • Experience of deploying technology to support sales activity (including CRM and knowledge management tools)
  • Communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)
  • Proven negotiation skills
  • Professional business acumen; Ability to interact in a professional manner at all levels, both internally and externally to BBH
  • Detail oriented with proven ability to see open issues to resolution

Nice To Haves

  • Foreign language abilities and knowledge of foreign markets are desirable

Responsibilities

  • Ensure the delivery of relationship excellence to a designated client base.
  • Develop effective and strategic relationships with the most senior levels of client organizations to ensure satisfaction with current BBH products and services while maximizing profitability and increasing product breadth.
  • Monitor operational issues and follow through on effective problem resolution through deep collaboration with across the BBH organization.
  • Responsible for increasing relationship penetration by selling existing and new products across the client portfolio.
  • Adopt and embed BBH’s relationship management philosophy to drive insight-led selling.
  • Delivers new revenue objectives from existing clients based on strong commercial insights on trends in the industry, regulatory changes and client investment strategy.
  • Translate & customize key market, strategy and regulation messaging for the client, to generate insights and opportunities to demonstrate BBH value
  • Integrate product, market and client insights to drive competitive differentiation.
  • Lead and/or contribute pro-actively to deal teams to ensure effective integration of client insights into client plans and relevant marketing materials
  • Identify and coordinate innovative and integrated solutions to address clients' strategic challenges using multiple BBH products and services.
  • Maintain strong visibility in industry and market – strengthen BBH brand by expanding personal and BBH network
  • Ensures the achievement of bi-directional trust with our clients.
  • Collaborates with our risk & compliance functions to ensure regulatory and Firm requirements are fulfilled.
  • May manage a small team of analysts. This involves assigning/reviewing work, conducting performance reviews, and providing developmental opportunities through coaching and training

Benefits

  • long-term savings
  • healthcare
  • income protection
  • professional development opportunities
  • time off
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