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Brown Brothers Harriman

Private banking and wealth management

Relationship Manager - Institutional

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Requires 5 to 8+ years of experience in asset management distribution, including significant direct coverage of RIA custodians, bank trust platforms, TAMPs, defined contribution recordkeepers, and alternative investment platforms.
  • Requires a demonstrated history of driving assets under management growth and deepening platform relationships.
  • Requires sophisticated investment product knowledge spanning fixed income, mutual funds, collective investment trusts, exchange-traded funds, separately managed accounts, and alternative investments.
  • Requires FINRA Series 7 and Series 63 or 66 licenses.
  • Requires the ability to engage at the executive level with institutional-caliber buyers.
  • Requires the ability to prioritize high-value opportunities and manage complex accounts strategically.
  • Requires strong communication and relationship-building skills, credibility, follow-through, and deep market knowledge.

Responsibilities

  • Own and grow a defined account list of RIA custodians, bank trust platforms, TAMP gatekeepers, defined contribution recordkeepers, and technology-enabled alternative investment platforms, including CAIS, iCapital, and emerging competitors.
  • Develop and execute account strategies with clear revenue targets, platform access milestones, and relationship depth objectives.
  • Provide platform intelligence and competitive dynamics to inform product positioning, marketing strategy, and distribution priorities as the internal voice of the client.
  • Lead and coordinate responses to formal platform requests for proposals and due diligence questionnaires.
  • Represent BBH's investment capabilities, including fixed income, exchange-traded funds, separately managed accounts, and alternative investments.
  • Collaborate with investment teams to develop channel-specific content, market commentary, and thought leadership.
  • Provide ongoing market feedback to senior leadership on competitive positioning, platform trends, and emerging distribution opportunities.

Desired Qualifications

  • CIMA, CAIA, or CFA designation is strongly preferred.
  • Knowledge of fixed income is a plus.

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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