Relationship Manager - Investor Services

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.

Brown Brothers Harriman is currently recruiting a Junior Relationship Associate to join our Infomediary Data Solutions team.

Position Summary:

Brown Brothers Harriman is currently recruiting a Relationship Manager to maintain client relationships and contribute to new revenue opportunities for our Infomediary® Data Solutions (IDS) business.  In this role you will have primary responsibility for identifying, developing and implementing long-term client management and new business strategies aimed at improving client operating models.

Products and services in scope include Swift Messaging, BBH’s data management platform, hosted SaaS technology applications, as well as artificial intelligence and machine learning solutions.

The Relationship Manager will be part of a globally distributed team and will need to collaborate with sales, product, and technology teams both in person and virtually to achieve actionable group and individual goals.

Domestic travel may be required (~10-20% of the time) to help foster and maintain relationships.

If you are a high performer and have an interest in a client facing role we would love to hear from you!!

Relationship Management & Sales Support

• Manage select client relationships in full under the supervision of manager
• Assist with the creation of technical assets such as presentations, product sheets, technical diagrams, best practices documents, and virtual hands-on prototypes/simulations to accelerate the sales process
• Work with Infomediary Support and Business Operations to produce metrics and client volume stats on an adhoc basis
• Assists Relationship Managers with the execution of the deliverables on the client's relationship plan inclusive of RAG reporting as required
• Responsible for the coordination of Due Diligence visits, questionnaires and KYC files
• Attend client meetings as appropriate

Sales & Revenue Generation

• Assist with prospecting activities as directed by manager.
• Contribute directly to revenue growth with assigned clients or prospects
• Evaluate existing client relationships and identify new revenue opportunities through active communication and collaboration with client contacts
• Promote BBH products and services throughout the industry at events and conferences as appropriate.

Research & Analysis

• Under supervision, create pricing proposals and revenue projections for new business bids for existing and new clients
• Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan
• Remain knowledgeable of changing industry initiatives and the impact to client needs.
• Various other ad hoc assignments, including financial modeling with direction from manager

Qualifications

• BS/BA required or equivalent work experience.
• 4-5 years global custody or investor services experience required.
• 3-4 years client service, relationship management, sales, marketing or operations, preferably in a tech focused role, experience preferred.
• Confidence with contacting new client contacts through both existing relationships and cold outreach as directed.
• Familiarity with focus areas including data, digital, and technology product areas within financial services preferred.
• Ability to collaborate across a globally distributed and virtual sales, product, and technology team to achieve actionable group and individual goals.
• Communication skills with demonstrated presentation skills and excellent writing ability.
• Detail oriented with proven ability to identify challenges and recommend resolutions independently.

• Strong ability to learn new subject matter and handle multiple and conflicting priorities, while meeting deadlines.
• Strong proficiency in MS Office applications and SharePoint

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.