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Corporate Advisory & Banking Relationship Manager

Brown Brothers Harriman

Corporate Advisory & Banking Relationship Manager

BBH is recruiting a Corporate Advisory & Banking (CAB) Relationship Manager in our Philadelphia office to join our Capital Partners line of business. You will be responsible for sourcing and developing relationships with privately owned businesses and their owners throughout the Mid-Atlantic region. By working with private business owners, their employees and other advisors, BBH develops, maintains and grows multi-generational relationships with successful families.

The Relationship Manager builds a solid internal and external network to support business development to introduce and deepen relationships with private business owners. In most cases, the Relationship Manager is the fulcrum of the relationship with corporate clients, working closely with Senior RMs and colleagues in other areas of Capital Partners.

The Relationship Manager approaches each client and prospect as a corporate finance generalist bringing knowledge of capital markets, capital structure, merger and acquisitions, industry insights, and commercial lending to the dialogue, taking a long term, strategic perspective. In many situations, it will be important to recognize issues at the intersection of the private business and the family, helping owners navigate governance, business and wealth succession.

You are also responsible for seeking to develop opportunities where we can deploy equity and/or debt capital and oversee the investment analysis/memo for such opportunities. The Relationship Manager is responsible for following the credit quality of relationships where the firm has put its debt capital at risk, working with the Corporate Lending Team and senior CAB RMs to ensure proper documentation and follow-up.

Key responsibilities include:

  • Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective.
  • Market the BBH Capital Partners value proposition and entire suite of BBH services, including lending, private wealth management, and private equity.
  • Support efforts to convert prospect relationships to clients of Capital Partners.
  • Build a broad network of intermediaries, industry contacts and influencers.
  • Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset.
  • Develop and support relationships with existing clients' financial staff and provide support for other Relationship Managers in enhancing the overall relationship.
  • Grow revenue from all Capital Partners sources for existing clients.
  • Convert lending and advisory relationships to wealth management relationships.
  • Ensure the highest standard of credit administration by working with CAB Analysts to provide thorough credit analysis.
  • Work with CAB associates to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received.

Qualifications:

  • BA/BS with GPA above 3.0. MBA or CFA preferred, but not required.
  • 7+ years' financial services experience, preferably in corporate lending, corporate finance or mergers and acquisitions
  • Broad and deep corporate finance and capital markets knowledge/training
  • Knowledge of the M&A/capital raise process.
  • Interpersonal maturity, confidence, and poise
  • Experience with financial statement analysis and modeling
  • Strong organizational and written/oral communication skills

What We Offer:

  • An entrepreneurial environment that embraces broad-mindedness and flexibility, values that are uncommon strengths of owner-operated firms
  • The opportunity to participate in shaping an important part of the Firm's long-term strategy
  • Direct collaboration with Senior CAB RMs, BBH partners and experts across the Firm
  • An environment that promotes teamwork across all lines of business and enables you to step outside your role to add value wherever you can
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourselfwithout leaving the Firm
  • A culture of inclusion that values each employee's unique perspective
  • A competitive compensation package that includes high-quality benefits program emphasizing good health, financial security, and peace of mind
  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
  • Volunteer opportunities to give back to your community and help transform the lives of others

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 developmentso 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 advicecreating 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, oftenpushing 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.

Brown Brothers Harriman
Vacancy posted 1 day ago
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