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Full-Time

Corporate Advisory & Banking

Relationship Manager

Confirmed live in the last 24 hours

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and wealth management services

Financial Services
Venture Capital

Senior

Philadelphia, PA, USA

Position requires presence in the Philadelphia office.

Category
Commercial Banking
Corporate Finance
Private Equity
Finance & Banking
Required Skills
Communications
Mergers & Acquisitions (M&A)
Requirements
  • BA/BS
  • 10+ years’ financial services experience, preferably in corporate lending, corporate finance or mergers and acquisitions
  • Broad and deep corporate finance and capital markets knowledge/training
  • Knowledge of financial markets
  • Knowledge of the M&A/capital raise process
  • Interpersonal maturity, confidence, and poise
  • Experience with financial statement analysis and modeling
  • Strong organizational and written/oral communication skills
Responsibilities
  • Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective.
  • Market the BBH PB value proposition and entire suite of BBH services, including lending, private wealth management, and private equity.
  • Evaluate new strategic credit opportunities.
  • Convert prospect relationships to clients of PB.
  • Build a broad network of intermediaries, industry contacts and influencers.
  • Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset.
  • Develop relationships with existing clients’ financial staff and provide support for other Relationship Managers in enhancing the overall relationship.
  • Grow revenue from all PB sources for existing clients.
  • Convert lending and advisory relationships to wealth management relationships.
  • Ensure the highest standard of credit administration by working with CAB Analysts to provide thorough credit analysis.
  • Work with CAB associates to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received.
Brown Brothers Harriman

Brown Brothers Harriman

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Brown Brothers Harriman offers a range of financial services including private banking, wealth management, investment advisory, and corporate lending. Their products and services are designed to assist both private clients and institutions in managing their financial needs. For private clients, they provide personalized wealth planning, investment management, and lending solutions. For corporate clients, they offer advisory services, capital solutions, and investment management tailored to the unique challenges faced by businesses. What sets Brown Brothers Harriman apart from its competitors is their focus on building long-term relationships with clients, emphasizing accountability and specialized expertise. Their goal is to ensure the success of their clients by providing tailored financial solutions and maintaining a collaborative approach to service.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • BBH's recent executive hires and leadership bolstering indicate a strong commitment to growth and strategic direction.
  • The launch of an automated liquidity management tool showcases BBH's dedication to leveraging technology for enhanced client services.
  • BBH's significant investments in various companies and sectors highlight its robust financial health and diversified investment strategy.

What critics are saying

  • BBH's selective client approach may limit its market reach and scalability compared to more inclusive competitors.
  • The firm's reliance on a private partnership model could pose challenges in raising capital quickly compared to publicly traded firms.

What makes Brown Brothers Harriman unique

  • Brown Brothers Harriman (BBH) maintains a unique position as a private partnership, allowing for a long-term, client-focused approach unlike publicly traded competitors.
  • BBH's selective client approach and specialized industry expertise enable tailored solutions that are difficult for larger, more generalized firms to replicate.
  • The firm's global reach combined with a hands-on, transparent relationship management style promotes innovation and agility, setting it apart from more bureaucratic institutions.