Single Family Office Relationship Manager

Brown Brothers Harriman•New York, NY

5d•$140,000 - $190,000

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 Single Family Office (SFO) Relationship Manager BBH seeks to hire a business development professional to join our Single Family Office (SFO) practice. We target clients with investment assets over $250 million. Our offering is comprised of proprietary investment strategies, value-added family office services, and capital solutions. The individual will be tasked to source, cultivate and commercialize new relationships. This will include relationship building with family office professionals, ultra-high net worth individuals, and intermediaries such as attorneys and accountants. The individual’s primary responsibility will be to discover prospective clients and after identifying a prospect’s needs, engage internal resources and expertise to develop and close these opportunities. The position requires a teamwork orientation with active collaboration across BBH teams. The individual will leverage BBH’s internal expertise across investments, tax, trust and estate, and numerous family office services. The individual will report directly to the Head of our Family Office Practice. The position will require the individual to travel extensively. Success will be measured by the individual’s ability to engage qualified prospects, effectively collaborate with investment teams resulting in new business, consistently generate new leads to the pipeline, and cultivate strategically important relationships with family office centers of influence.

Requirements

BA / BS required
8+ years relevant business development or relationship management experience involving equities, bonds, and alternatives; preference for experience with UHNW/Single Family office.
Proven record of growing revenues through client acquisition
Ability to operate independently with a high level of direct responsibility while also partnering effectively with both fellow business development team members and investment teams.
Capable of managing long-term relationships and initiating and cultivating new client relationships
Excellent client services skills
Superior oral/written communication, analytical and thought leadership skills
Knowledge of asset allocation, trust, and fiduciary principles
Strong team player
Strong work ethic

Nice To Haves

CFA, CFP, and / or MBA a plus

Responsibilities

Relationship Management and Business Development Focus a significant amount of time on business development.
Develop and implement long term new business strategy to maintain active pipeline of opportunities with consistent follow-up.
Strong active listening skills to identify and understand clients and prospects’ needs.
Demonstrate strong judgement in order to match broad services offered by BBH to the identified needs of our clients and prospects
Exhibit a strong networking DNA, along with business building and organizational skills
Effectively manage multiple tasks with high energy coupled with ability to be flexible and patient
Be capable of handling a large number of clients, prospects and potential referral sources with a variety of needs.
Demonstrate deep knowledge of investment offerings including equities, fixed income and alternatives.
Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business.
Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, referring their friends and family to the firm and identifying other opportunities.
Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Pitchbooks, Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
Elevate high level risk issues and oversee Relationship Associate (RA) and Administrative Assistant’s efforts relating to the completion of client requests on behalf of the client base.
Business and Professional Leadership Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM’s.
Be perceived by clients as a BBH executive and the senior Business Development specialist on the team.

Benefits

BBH and its affiliates' 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.

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