Relationship Manager IV (PB)

Some of your key responsibilities include:

Relationship Management and Business Development

• Focus a significant amount of time on business development.

• Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs – integrating Wealth Planning, as appropriate.

• 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 within Private Banking (outside of Investment Advisory).

• Develop and implement long term new business strategy in coordination with other Relationship Managers.

Investment Execution

• Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs. 

• Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients.

• Prepare for account reviews, account opening / closing / maintenance, and creation of client meeting materials.

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 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 and Administrative Assistant’s efforts relating to the completion of client requests on behalf of the client base.

Business and Professional Leadership

• Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business.

• 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 client as a BBH executive and the senior RM on the team.

Qualifications:

• BA / BS required

• 10+ years relevant portfolio management experience involving equities, bonds, or both

• 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

• CFA, CFP, and/or MBA a plus