Senior Wealth Planner

Brown Brothers Harriman & Co•Boston, MA

2d•$170,000 - $230,000

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. Join us as a Sr. Wealth Planner Brown Brothers Harriman is currently recruiting a Sr. Wealth Planner to join our Private Banking team in Boston. In this role you will collaborate with an existing Senior Wealth Planner in Boston and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients. You will represent the firm by actively engaging with the local trusts, estates and tax community to keep your knowledge base up to date and foster valuable connections. Some of your key responsibilities include: Relationship Management Providing support to the Boston RM team by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues. Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues. Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction. Business Development Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients. Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance. Author articles on internal and external publication platforms and speak at external engagements if needed. Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

Requirements

JD required; LLM or CPA a plus
Minimum 7 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million)
Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients
Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
Ability to multitask and independently problem solve
Strong networking skills

Responsibilities

Providing support to the Boston RM team by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.
Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues.
Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.
Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients.
Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance.
Author articles on internal and external publication platforms and speak at external engagements if needed.
Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels
Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

Benefits

A collaborative environment that enables you to step outside your role to add value wherever you can
Direct access to clients, information, and experts across all business areas around the world
Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
A culture of inclusion that values each employee’s unique perspective
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 other
Salary Range $170,000 – $230,00 base salary + annual target bonus
BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing.
BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.