Relationship Manager - Investor

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Brown Brothers Harriman (BBH) is currently recruiting a Relationship Manager (RM) to join our Private Banking Multi Family Office Team in New York. In this role, you will serve as the team's investment expert. Your focus will be on developing a deep understanding of the BBH investment platform as well as portfolio management for high-net-worth clients. You will be expected to demonstrate a high-level of investment acumen, credibility, presence, and confidence. You will have direct client interaction, leading meetings on your own as well as with the team.

Some of your key responsibilities include:

• Consistently demonstrating a high-level of investment knowledge, for example, knowledge of all asset classes and their characteristics, risks, tax consequences and liquidity profiles
• Studying BBH's Investment Research Group's recommendations to determine appropriate investment policy statements and asset allocation advice to meet client needs and objectives
• Helping the team attain new clients and deepen and strengthen existing client relationships through clear explanations of and advice related to BBH investment solutions
• Preparing for account review meetings and creating customized client meeting materials
• Exercising sound professional investment judgement on behalf of clients, while avoiding risks to the firm and adhering to the compliance requirements of the business, including Investment Policy Statements, Know your Customer requirements, and executing documentation and written records of client meetings and discussions

Desirable Attributes:

• Deep investment acumen
• Strong analytical and quantitative skills
• Excellent communication skills, both written and oral
• Exceptional problem-solving skills
• Team player and strong work ethic
• Ability to multitask and manage priorities effectively
• Ability to learn proprietary software and databases
• Ability to adapt to a rapidly changing business and technology environment
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)

Qualifications:

• BA / BS required
• CFA and / or MBA preferred
• 6+ years of relevant investment experience

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range for this role is $95,000 to $120,000, which is specific to New York, NY and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. 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 are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Salary Range

$95,000 to $120,000

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. 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.