Client Manager, Private Wealth Management

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Brown Brothers Harriman is currently recruiting an experienced professional to join as a Client Manager, Private Wealth Management (PWM) within the firms New York Multi Family Office (MFO).  The Client Manager, PWM position serves as a key partner to the Relationship Manager Team Leader, providing comprehensive support for our Multi-Family Office clients, including those with complex needs.  This role independently supports client relationships, ensuring the seamless execution of daily activities, resolving issues, and materially contributing to client satisfaction and retention.  The Client Manager, PWM leads the team’s administrative and operational functions, including planning, organizing, and coordinating tasks to ensure efficiency and alignment with client and team goals.  Additionally, the role is responsible for preparing and delivering client presentations, actively participating in client meetings, and supporting portfolio review discussions.  This role will likely also serve as a second-chair Relationship Manager for larger, more complex client relationships, contributing to the strategic management and growth of these accounts.  The position also provides leadership by managing and/or mentoring junior team members and supports the execution of strategic initiatives that align with team goals.

Key responsibilities include:  

Relationship Management

• Act as the primary point of contact for clients, delivering prompt resolution of inquiries and requests while driving client satisfaction and long-term retention.
• Serve as second-chair Relationship Manager for larger, more complex relationships, providing essential support to the lead RM OR independently serve as the primary relationship manager for less complex client relationships with little or no oversight from senior RM or RM Team Leader.
• Help prepare client meeting materials, support client meetings with active participation, including independently present portfolio reviews; may prepare but not present materials for larger/more complex clients.
• Supports business metrics for the relationship including existing fee schedules, profitability or relationships and relationship time management.

Client Activity Management

• Oversee administrative and operational tasks to ensure a smooth workflow within the team.
• Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance).
•  Implement and oversee all core portfolio activities to meet individual client goals and objectives.
•  Independently own accounts and in conjunction with more senior RMs (as applicable) and Central Account Team, make all investment decisions. 
• Oversee junior team members for account opening/maintenance/closing requests and as they troubleshoot account issues such as portfolio reporting/activity, client reference data
• Serve as primary interface on behalf of client with central management teams within BBH by coordinating internal resources and communication

Risk Management & Administration

• Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
• As primary day to day contact point with clients, elevate high level risk issues to senior RM and/or TL.
• Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs).
• Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations.

Business & Professional Leadership

• Keep abreast of internal/external market activity and be well read and become conversant on overall market tends, including but not limited to, reading the Wall Street Journal daily 
• Manage self (e.g., EDP completion) to develop professionally and personally by utilizing the internal resources at BBH.
• Always represent professional behavior and etiquette and serves as a model for other employees.
• Manage and/or mentor junior team members
• Support the execution of strategic initiatives that align with team goals

Qualifications:

• BA/BS required and/or equivalent job experience
• 7+ years relevant wealth management experience preferred
• CFA, CFP, and/or MBA preferred
• Excellent client service skills
• Superior oral/written communication, analytical and thought leadership skills
• Knowledge of asset allocation, trust and fiduciary principles
• Strong team player and work ethic

This role is based in our New York City location and is a hybrid role, with a minimum of 4 days per week in office.

   

Salary Range

$120,000 - $150,000 base salary + annual bonus target

BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.