Sr Relationship Manager

Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 18 cities throughout North America, Europe and Asia.

Job Purpose:

  • In a client focused organization like BBH, the Senior 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 is a key component of the RM’s role; as they advocate for BBH with clients, prospects and the industry as a whole
  • Similarly, the RM also advocates for the client with internal constituents

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
  • Minimum of 10 years financial asset servicing or related industry experience is required
  • Product knowledge of ETFs, Alternatives, Cross-border Funds is a plus
  • Excellent communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)
  • Proven negotiation skills
  • Professional business acumen
  • Salesforce experience is a plus.

Source: for more information click here.

More Information

  • Experience 10-15 Years
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Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 18 cities throughout North America, Europe and Asia.

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other.  Our Partnership structure creates a flat organization that promotes collaboration across all business lines.  We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution.  As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

Information
  • Specialism Custodians
  • Location Boston
  • Address Boston, MA, United States
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