Relationship Manager

Job Purpose:

  • In a client focused organization like Brown Brothers Harriman, the Relationship Manager (RM) plays a critical role in delivering relationship excellence
  • The RM is responsible for deepening and growing relationships by engaging the C suite and senior management of our clients and prospects
  • Advocacy and curiosity are key components of the RM’s role with clients, prospects, the industry as a whole.

Your Responsibilities:

  • Ensure Relationship Excellence with clients.
  • Develop strategic business relationships with top level executives of client/prospect organizations.
  • Drive client satisfaction.
  • Lead client advocacy.
  • Identify and coordinate innovative and integrated solutions to address clients’ strategic challenges using multiple BBH products and services.
  • Continuously evaluate client relationships and identify new revenue streams through active communication and collaboration within BBH.
  • Effectively manage deal teams, fostering collaboration, towards goals
  • Achieve annual revenue targets within stated profit margin goals.
  • Responsible for long-term profitability of client relationships.
  • Promote BBH products and services throughout the industry and positions BBH for long-term opportunities.
  • Develop and maintain detailed account plans and analysis for individual clients and prospects.
  • Monitor development and progress against sales plans for clients/prospects and propose action steps.
  • Gain in-depth knowledge of our clients and prospects’ 1, 3, and 5-year business strategy, key imperatives, organizational changes and related activities.
  • Influence BBH’s strategic alignment with the clients and prospects.
  • Actively track and communicate client and market intelligence back to appropriate BBH resources and colleagues.

Skills and Qualifications:

  • BS/BA, or equivalent work experience.
  • MBA is a plus but not required.
  • 10+ years financial asset servicing or experience is required
  • Insurance/Reinsurance industry knowledge and experience are key as well as an understanding of insurance asset management.
  • Deep product knowledge of 40 Act Funds, Cross Border Funds, Global Custody, Alternatives, ETFs, Securities Lending and Insurance Statutory Accounting
  • Excellent communication skills with demonstrated presentation skills and excellent writing ability
  • Business development experience is preferred.
  • Professional business acumen.
  • Salesforce experience is a plus.

Source: for more information click here.

More Information

  • Experience 10-15 Years
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Company Information
  • Specialism Custodians
  • Address Boston, MA, United States
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