Senior Relationship Manager

11 - 15 years experience  •  Financial Services

Salary depends on experience
Posted on 09/21/17
11 - 15 years experience
Financial Services
Salary depends on experience
Posted on 09/21/17

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.

Some of your responsibilities will include:                                     

  • 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.

Qualifications include:

  • BS/BA, or equivalent workexperience.
  • 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.
  • Salesforceexperience is a plus

What We Offer:

  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Direct access to clients, information and experts across all business areas around the world
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
  • A culture of inclusion that values each employee’s unique perspective
  • High-quality benefits program emphasizing  good health, financialsecurity, and peace of mind
  • Volunteer opportunities to give back to your community and help transform the lives of others
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