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Brown Brothers Harriman · 13 hours ago

Relationship Manager IV - Capital Partners

Boston, MA

Full-time

Onsite

Senior Level, Lead/Staff

$170K/yr - $230K/yr

10+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and specialist expertise. The Relationship Manager IV will oversee ultra-high net-worth clients, manage a support team, and focus on business development while ensuring client satisfaction and alignment with investment strategies.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

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 Capital Partners (outside of Investment Advisory)

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

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

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

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

Qualification

Portfolio managementClient relationship managementInvestment knowledgeAsset allocationCFACFPMBAClient servicesAnalytical skillsOral/written communicationTeam playerWork ethic

Required

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

Familiarity and comfort engaging with private business owners

Strong team player

Strong work ethic

Preferred

CFA, CFP, and/or MBA a plus

Benefits

Discretionary bonuses

Profit-sharing

Healthcare

Income protection

Professional development opportunities

Time off

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)