Single Family Office Relationship Manager

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Join us as a Single Family Office (SFO) Relationship Manager

BBH seeks to hire a business development professional to join our Single Family Office (SFO) practice. We target clients with investment assets over $250 million. Our offering is comprised of proprietary investment strategies, value-added family office services, and capital solutions. The individual will be tasked to source, cultivate and commercialize new relationships. This will include relationship building with family office professionals, ultra-high net worth individuals, and intermediaries such as attorneys and accountants. The individual’s primary responsibility will be to discover prospective clients and after identifying a prospect’s needs, engage internal resources and expertise to develop and close these opportunities. The position requires a teamwork orientation with active collaboration across BBH teams.

The individual will leverage BBH’s internal expertise across investments, tax, trust and estate, and numerous family office services. The individual will report directly to the Head of our Family Office Practice. The position will require the individual to travel extensively.

Success will be measured by the individual’s ability to engage qualified prospects, effectively collaborate with investment teams resulting in new business, consistently generate new leads to the pipeline, and cultivate strategically important relationships with family office centers of influence.

Some of your key responsibilities include:  

Relationship Management and Business Development

• Focus a significant amount of time on business development.
• Develop and implement long term new business strategy to maintain active pipeline of opportunities with consistent follow-up.
• Strong active listening skills to identify and understand clients and prospects’ needs. 
• Demonstrate strong judgement in order to match broad services offered by BBH to the identified needs of our clients and prospects
• Exhibit a strong networking DNA, along with business building and organizational skills
• Effectively manage multiple tasks with high energy coupled with ability to be flexible and patient
• Be capable of handling a large number of clients, prospects and potential referral sources with a variety of needs.
• Demonstrate deep knowledge of investment offerings including equities, fixed income and alternatives.
• Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business.
• 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.

Risk Management and Administration

• 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 Pitchbooks, 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 (RA) and Administrative Assistant’s efforts relating to the completion of client requests on behalf of the client base.

Business and Professional Leadership

• 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 clients as a BBH executive and the senior Business Development specialist on the team.

Qualifications:

• BA / BS required
• 8+ years relevant business development  or relationship management experience involving equities, bonds, and alternatives; preference for experience with UHNW/Single Family office.
• Proven record of growing revenues through client acquisition
• Ability to operate independently with a high level of direct responsibility while also partnering effectively with both fellow business development team members and investment teams.
• Capable of managing long-term relationships and initiating and cultivating new client relationships
• Excellent client services skills
• Superior oral/written communication, analytical and thought leadership skills
• Knowledge of asset allocation, trust, and fiduciary principles
• Strong team player
• Strong work ethic
• CFA, CFP, and / or MBA a plus

   

Salary Range

$140,000-$190,000 base salary plus annual incentive

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

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.