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Brown Brothers Harriman · 6 hours ago

Senior Relationship Manager - Wealth Management / Family Office

New York, United States

Full-time

Onsite

Senior Level, Lead/Staff

$200K/yr - $250K/yr

14+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and a partnership approach to client management. They are currently seeking a Senior Relationship Manager to join their multi-family office team in New York, NY, where the role involves managing high-net-worth client relationships, focusing on business development, and mentoring junior team members.

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 estate and tax planning

Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm

Develop and implement long-term new business strategy in coordination with other members of the BBH team

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

Ensure your team timely completes account reviews and account maintenance, for example rebalancing accounts

Oversee and ultimately be the person responsible for the quality and accuracy of client review and prospective client pitch 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, and timely documentation and written records of meetings and discussions

Elevate high level risk issues and oversee junior team members execution 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 junior team members, provide input on their career development; contribute to developing less experienced RMs, be physically present in the office when not traveling for business purposes

Be perceived by clients as a BBH executive and trusted advisor

Qualification

Portfolio managementBusiness developmentClient relationship managementAsset allocationCFACFPMBAAnalytical skillsCommunication skillsTeam playerWork ethicMentoring skills

Required

BA / BS required

14+ 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

Base salary

Discretionary bonuses

Profit-sharing

Long-term savings

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

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Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)