Relationship Management Analyst Location: Boston
Time Type: Full Time
Posted: 9 Days Ago
Job Requisition ID: 63731
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!
What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information, and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
Relationship Management Analyst (RMA) The Relationship Management Analyst (RMA) plays an important role in supporting the business development efforts of the Sales and Relationship Managers through sales support and research activities of prospects and clients. Through continual hands-on training and support/direction from the manager, the RMA is expected to proactively study the Investor Services industry and BBH sales, relationship management, and operational processes, with the intention of assuming the role of a Sales Manager or Relationship Manager in due course. The RMA plays an important role in the research and presentation of BBH practices, data, and trends to assist in the completion of Request for Proposal documents.
Sales Support and Relationship Management Assist with relationship management efforts Assist in the preparation of detailed proposals for Investor Services products Attend client meetings as appropriate Research and Analysis Identify, recommend, and create new tools for defining prospects (for Sales RMs) Under supervision, create pro-forma profitability and revenue projections for new business bids for existing and new clients Conduct and present detailed market and specific company research, including detailed profiling of current clients' businesses to identify current service providers, estimates of current fees, and product details for review by Relationship Manager Remain knowledgeable of changing industry initiatives Various other ad hoc assignments, including financial modeling with direction from the manager Relationship Support Responsible for creating, editing, and monitoring all client account documentation within the team Supports various ad hoc projects to document legal and operational requirements of clients Produce client and prospect presentations as required Assists Relationship Managers with the execution of the deliverables on the client's relationship plan as required Responsible for the coordination of Due Diligence visits and questionnaires Assist in the account opening process Planning and Strategy Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan.
Education level and/or relevant experience(s): BS/BA required 2 to 3 years investor servicing industry experience preferred 2 to 3 years of sales/marketing experience desired but not essential Knowledge and skills (general and technical): Familiarity with Financial Institutions (banks, mutual fund managers, insurance companies, etc.) Core Investor Services product knowledge Communication skills with demonstrated presentation skills and excellent writing ability (writing sample required) Strict attention to detail with proven ability to see open issues through to resolution Ability to interact in a professional manner at all levels, both internally and externally to BBH Ability to juggle several duties and troubleshoot while maintaining an upbeat personality Ability to quickly learn about new products/materials Strong client service skills for both external and internal purposes Other requirements (licenses, certifications, specialized training, physical or mental abilities required): Responsible for the preparation of KYC/AML documentation for new and existing relationships BBHForce experience a plus but will train Available to work overtime if needed Some travel will be required in this role 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.
About Us Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 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 17 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.
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