Brown Brothers Harriman

Relationship Manager - Institutional

Brown Brothers Harriman$140K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5 to 8+ years in asset management distribution, focusing on key intermediary channels
  • Proven success in increasing assets under management (AUM) and strengthening relationships
  • Extensive knowledge of investment products including fixed income, ETFs, SMAs, and alternatives
  • Licenses required: FINRA Series 7 and 63/66; CIMA, CAIA or CFA preferred
  • Ability to engage effectively with executive-level institutional buyers
  • Strategic mindset and capability for managing complex account dynamics
  • Strong communication and interpersonal skills, known for credibility and follow-through

Responsibilities

  • Own and expand a targeted account list in intermediary channels
  • Create and implement account strategies with specific revenue and relationship goals
  • Act as the client advocate by sharing insights on market trends to guide strategy
  • Lead responses to RFPs and due diligence inquiries from platforms
  • Showcase BBH's investment offerings across various products
  • Work with investment teams to produce relevant market materials and insights
  • Convey market feedback to leadership on competitors and new opportunities.

Benefits

  • Comprehensive healthcare coverage
  • Long-term savings plans
  • Income protection programs
  • Professional development opportunities
  • Generous paid time off and holiday benefits
Full Job Description
BBH Credit Partners is seeking a Strategic Accounts individual to lead relationship management across a strategic set of intermediary distribution channels, including RIA custodians, bank trust platforms, TAMPs, defined contribution recordkeepers, and technology enabled alternative investment platforms. This is a client facing role requiring a polished, credible presence with platform decision-makers and the ability to independently manage complex, multi-stakeholder account relationships.

The ideal candidate is a distribution professional with knowledge of intermediary platform dynamics, investment product breadth (fixed income a plus), and operational and due diligence frameworks that govern platform access and shelf space positioning. They bring intellectual depth and commercial drive.

Key Responsibilities:
  • Own and growth a defined account list of RIA custodians, bank trust platforms, TAMP gatekeepers, DC 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.
  • Serve as an internal voice of the client by providing platform intelligence and competitive dynamics to inform product positioning, marketing strategy, and distribution priorities.
  • Lead and coordinate responses to formal platform RFPs and due diligence questionnaires.
  • Represent BBH's Investment capabilities including fixed income, ETFs, SMAs, and alternatives.
  • 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.

Qualifications:
  • 5 to 8+ years' experience in asset management distribution, with significant direct coverage of RIA custodians, bank trust, TAMPs, DC record keepers, and alternative investment platforms.
  • Demonstrated history of driving AUM growth and deepening platform relationships.
  • Sophisticated investment product knowledge spans fixed income, mutual funds, CITs, ETFs, SMAs, and alternative investments.
  • FINRA Series 7 and 63/66 licenses required; CIMA, CAIA or CFA designation strongly preferred.
  • Proven ability to engage at the executive level with institutional-caliber buyers.
  • Strategic thinker with the commercial instincts to prioritize high-value opportunities and manage complex accounts.
  • Exceptional communication and relationship building skills; known for credibility, follow-through and deep market knowledge.


Salary Range

NY: $140,000 - $170,000 base salary + annual bonus target

BBH and its affiliates' 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 Brown Brothers Harriman

Brown Brothers Harriman & Co. (BBH) is the oldest and largest private bank in the United States. Founded in 1818, BBH has been a leader in the financial industry for over 200 years. The company provides a wide range of financial services to individuals, families, and institutions, including wealth management, investment management, and private banking. BBH has offices in the United States, Europe, and Asia, and manages over $1.6 trillion in assets.
Learn more about Brown Brothers Harriman
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7,000 employees
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