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Brown Brothers Harriman · 2 weeks ago

Family Office Solutions Manager

Boston, MA

Full-time

Hybrid

Senior Level, Lead/Staff

$100K/yr - $150K/yr

8+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm known for its partnership approach to client management. The Family Office Solutions Manager will act as a liaison between clients and the family office solutions group, managing client relationships, onboarding, and project management while overseeing various family office services.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Build and maintain strategic relationships with senior stakeholders within BBH and client organizations

Resolve operational issues impacting our clients

Understand client’s needs and proactively engage with tailored solutions

Lead onboarding and service transition efforts for clients who require family office solutions

Coordinate with RM teams for delivery of service offering

Deliver tailored financial modeling for clients and prospects

Oversee administrative tasks related to client onboarding and on-going client execution

Manage project timelines, deliverables, and communication across various disciplines

Support estate planning, tax advisory, philanthropic strategies, and trust services

Coordinate with external third-party advisors for execution of certain lifestyle management offerings

Lead certain aspects of meetings and strategic reviews with the families and their advisors

Identify opportunities for process improvements and work with FOS leadership to make these improvements

Coordinate internal referrals and track referral activity in collaboration with Sales Enablement

Review and enhance existing family office collateral; develop new content aligned with strategic goals

Support proposal development, collateral creation, and prospect screening

Collaborate with the Addepar team to develop reporting for new clients

Design and produce client-friendly materials

Perform ad hoc research and analysis to support investment advisory, estate planning, philanthropic advisory, and tax optimization strategies

Leverage Excel modeling and PowerPoint design to deliver high-impact insights and presentations

Qualification

Family office experienceFinancial modelingProject managementFinance backgroundClient relationship managementCommunication skillsStrategic thinkingProblem solvingAttention to detail

Required

Bachelor's degree required

8+ years of relevant experience required

Experience working in a SFO or multi-family office environment required

Must have experience providing non-investment related solutions for clients

Background in finance or accounting highly preferred

Excellent verbal, written, and design communication skills

Client first mindset with attention to detail and confidentiality

Strong consultative and strategic thinking capabilities; a natural problem solver

Proven ability to manage complex projects and build collaborative relationships

Benefits

Discretionary bonuses

Profit-sharing

Benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and 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)