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Brown Brothers Harriman · 3 months ago

Family Office Services Team Lead

New York

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $105K/yr

5+ years exp

Brown Brothers Harriman is a premier global financial services firm known for its partnership approach to client management. They are seeking a Family Office Services Team Lead to supervise the team responsible for various services in support of their Multi Family Office, ensuring efficient operations and providing coaching and development for the staff.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Manage and participate in day-to-day activities to ensure all tasks are complete

Develop Employees by providing constructive and timely feedback, training, mentoring, and opportunities for growth

Identify and implement process improvements

Ensure proper controls are in place and mitigate risk

Respond to and escalate, if required, issues

Become a SME and work with CP FO personnel and ensure high quality product delivery

Qualification

Financial services experienceAddepar applicationTeam managementSecurity assets knowledgePrivate investments knowledgeAdvanced Excel proficiencyRisk awarenessCommunication skillsAttention to detailTime managementCollaboration skills

Required

BA/BS required

5+ years of financial services experience with at least 2 years managing a team required

Knowledge of security assets and performance reporting

Knowledge of private investments and reporting

Ability to learn new concepts quickly and implement them across the services

Strong written and oral communication skills

Demonstrate risk awareness and ability to identify red flags

Attention to detail, time management and organizational skills

Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas

Strong interpersonal, collaboration skills

Preferred

Experience working in the Addepar application is strongly preferred

Benefits

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)