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Brown Brothers Harriman

Private banking and wealth management

Senior Relationship Manager - Relationship Excellence

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Strong understanding of and network within the exchange-traded fund and/or alternative fund servicing market.
  • Excellent client-facing and presentation skills.
  • Knowledge of the regulatory environment and external market forces affecting the asset management and financial institution industries.
  • Consultative, strategic relationship management and sales experience, approach, and methodology.
  • Credibility to gain the confidence and trust of senior people in the industry.
  • Promote the desired culture and associated best practices.
  • Ability to operate successfully within a team.
  • Experience executing an insight-led sales strategy.
  • Experience deploying technology to support sales activity, including customer relationship management and knowledge management tools.
  • Communication skills, including demonstrated presentation skills and excellent writing ability; a writing sample is required.
  • Proven negotiation skills.
  • Professional business acumen and ability to interact professionally at all levels, internally and externally.
  • Attention to detail and ability to see open issues through to resolution.
  • Spanish language abilities and knowledge of Latin American markets are desirable, though not required.
  • Willingness to travel.

Responsibilities

  • Ensure relationship excellence for a designated client base in Latin America.
  • Develop effective, strategic relationships with senior client leaders to ensure satisfaction with current products and services, maximize profitability, and increase product breadth.
  • Monitor operational issues and follow through on effective problem resolution through collaboration across the organization.
  • Increase relationship penetration by selling existing and new products across the client portfolio and to prospective clients in Latin America.
  • Adopt and embed the firm's relationship management philosophy to drive insight-led selling.
  • Deliver new revenue objectives from existing clients based on commercial insights into industry trends, regulatory changes, client investment strategy, and Latin American market developments.
  • Translate and customize key market, strategy, and regulatory messaging for clients to generate insights and demonstrate the firm's value.
  • Integrate product, market, and client insights to drive competitive differentiation.
  • Lead or proactively contribute to deal teams, integrating client and Latin American market insights into client plans and relevant marketing materials.
  • Identify and coordinate innovative, integrated solutions to clients' strategic challenges using multiple products and services.
  • Maintain visibility in the industry and Latin American market, strengthening the firm's brand by expanding personal and firm networks.
  • Ensure achievement of bidirectional trust with clients.
  • Collaborate with risk and compliance functions to fulfill regulatory and firm requirements, including those relevant to Latin American client relationships and business activity.
  • May manage a small team of analysts by assigning and reviewing work, conducting performance reviews, and providing developmental opportunities through coaching and training.

About the Company

Brown Brothers Harriman

Private banking and wealth management

Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$198.9M
Headquarters
Boston, MA
Founded
1818

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