Team Lead, Foreign Investment Custody Operations

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.

The Team Lead, Foreign Investment Custody Operations is responsible for performing high level specialized operational processing activities in support of the firm's business lines. As a senior level subject matter specialist, s/he deals with moderately complex issues as they relate to his/her area of focus. This individual will ensure adherence to risk, perform processing functions, and assist in process improvements within the unit.

If you are looking to push your career to the next level, introduce yourself by submitting your resume.

Key responsibilities include:

Operational Excellence

• Acquire and assimilate knowledge of the market's regulatory environment, investor approval, account opening process and withholding tax environment for assigned countries.
• Acquire an in-depth understanding of the local subcustodian requirements in assigned markets as well as the implications and consequences if requirements and/or processes are not provided. Monitor developments that impact foreign investor registration and withholding tax treatment in assigned countries, including the maintenance of procedural changes in the database and Registration Kits.
• Resolve problems and execute transactions in a timely, accurate manner.
• Interact with other BBH Departments on resolution of issues.
• Follow up on open/pending inquiries.
• Build and maintain relationships at all levels within and outside of the organization.
• Communicate as part of a team.
• Ensure all deadlines and requirements are met.
• Daily reconciliation of work.

Client Service

• Clearly articulate the procedures and requirements to BBH client servicing groups and external clients.
• Facilitate the approval and/or account opening process with clients by offering guidance on the requirements, reviewing documents for completeness and accuracy, submitting to the local market, and following progress through to timely completion.
• Update database to accurately reflect the status of all processes in progress.
• Proactively follow pending approvals and account openings to ensure timely completion, resulting in client excellence.
• Ensure timeliness, accuracy, and quality of monthly client reporting.
• Cultivate and develop excellent client relationships through informative, proactive communications on the foreign investor registration and documentation processes.

Risk Management

• Communicate professionally and constructively to effectively resolve issues and minimize risk/exposure.
• Escalate issues to management and/or client as appropriate to ensure appropriate action is taken.
• Actively identify risk and complications, and confirm all transactions are in accordance with BBH standards of operational excellence.
• Identify and document errors to reduce exposure.

Process Improvement

• Challenge all processes, procedures, and practices as it relates to the business unit.
• Help to enhance the productivity of the unit.
• Gain efficiencies to improve individual productivity.
• Receive feedback and utilize information to determine gaps, propose solutions, and reduce volume.
• Manages multiple tasks and /or projects efficiently despite resource and time constraints.

Leadership

• Foster leadership within the department by exemplifying overall knowledge of BBH Departments/LOBs and their relevance to your unit.
• Display ownership over each resolution.
• Develop a departmental culture focused on client service and accuracy.
• Leverage understanding of the big picture and how your specific function impacts the Firm at large.
• Participate in ad hoc projects from management, demonstrating expertise.
• Aid junior level staff to assist in their development in support of team goals.

Desired Qualifications:

• BA/BS or equivalent
• 3+ years of experience
• Strong interpersonal skills: ability to build and maintain relationships at all levels both within and outside of the organization
• Knowledge of one or more product areas within the operations unit, and its process
• Customer Service orientation, works to exceed client expectations
• Research, diagnostic, analytical and problem resolution skills
• Organized, detail-oriented, and objective oriented
• Proactive, self-starter, multi-tasker, deadline-driven
• Ability to work in a team environment
• Computer literate - Excel, PowerPoint, Word, Outlook

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.