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Corporate Advisory and Banking Relationship Manager

Corporate Advisory and Banking Relationship Manager

Brown Brothers HarrimanNew York, NY, US
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Corporate Advisory & Banking Relationship Manager

At BBH, partnership is more than a form of ownershipit'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.

BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our New York office. You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the New York Tri-State region. By working with private business owners, their employees and other advisors, BBH develops, maintains and grows multi-generational relationships with successful families.

As a Corporate Advisory & Banking Relationship Manager, you will build a robust internal and external network to support business development. You will be the fulcrum of the relationship with private business owner clients, identifying opportunities for BBH to assist them by providing advice and capital. You will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In all cases, you will take a long-term, strategic perspective in order to become a trusted advisor to these private business owners. 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.

In order to be successful, you will need to work closely with the other BBH Capital Partners teams that deliver various client solutions. With the help of the Corporate Lending team, you will originate new corporate credit opportunities. While the Corporate Lending team is responsible for underwriting the credit and managing the portfolio of existing credits, you will have primary responsibility for the overall client relationship.

Similarly, through your business development efforts with private business owners you will originate new opportunities for BBH's private equity team to invest capital. You will also identify opportunities to introduce private business owners to BBH's Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory.

In summary, the nature of the position and BBH's broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners.

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 value proposition and entire suite of BBH services, including lending, private wealth management, and private equity.
  • Evaluate new strategic credit opportunities.
  • Convert prospect relationships to clients
  • Build a broad network of intermediaries, industry contacts and influencers.

Relationship Management :

  • Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset.
  • Develop relationships with existing clients' financial staff and provide support for other Relationship Managers in enhancing the overall relationship.
  • Convert lending and advisory relationships to wealth management relationships.
  • Credit and Risk Management :

  • Ensure the highest standard of credit administration by working with underwriting team to provide thorough credit analysis.
  • Work with team to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received.
  • Qualifications :

  • BA / BS required
  • MBA or CFA preferred, but not required
  • 10+ years' financial services experience, preferably in corporate lending, corporate finance or mergers and acquisition
  • Broad and deep corporate finance and capital markets knowledge / training
  • Knowledge of financial markets
  • 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
  • Salary Range : $175,000-$215,000

    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 paycheckproviding 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 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.

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