Talent.com
Family Office Solutions Manager

Family Office Solutions Manager

Brown Brothers HarrimanBoston, MA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Family Office Solutions 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.

The Family Office Solutions Manager at Brown Brothers Harriman (BBH) is a client-facing role that will be a liaison between the family, the relationship manager, and the family office solutions group. This role involves onboarding new client relationships, project management, oversee reporting, and managing the set of family office services for the clients of BBH's Boston office.

Key Responsibilities

Client Relationship Management

  • Build and maintain strategic relationships with senior stakeholders within BBH and client organizations.
  • Resolve operational issues impacting our clients.
  • Understand client's needs and proactively engage with tailored solutions.

Family Office Execution, Operations and Project Management

  • Lead onboarding and service transition efforts for clients who require family office solutions.
  • Coordinate with RM teams for delivery of service offering.
  • Deliver tailored financial modeling for clients and prospects.
  • Oversee administrative tasks related to client onboarding and on-going client execution.
  • Manage project timelines, deliverables, and communication across various disciplines.
  • Support estate planning, tax advisory, philanthropic strategies, and trust services.
  • Coordinate with external third-party advisors for execution of certain lifestyle management offerings.
  • Lead certain aspects of meetings and strategic reviews with the families and their advisors.
  • Identify opportunities for process improvements and work with FOS leadership to make these improvements.
  • Family Office Business Development & Enablement

  • Coordinate internal referrals and track referral activity in collaboration with Sales Enablement.
  • Review and enhance existing family office collateral; develop new content aligned with strategic goals.
  • Support proposal development, collateral creation, and prospect screening.
  • Analytical & Research Responsibilities

  • Collaborate with the Addepar team to develop reporting for new clients.
  • Design and produce client-friendly materials.
  • Perform ad hoc research and analysis to support investment advisory, estate planning, philanthropic advisory, and tax optimization strategies.
  • Leverage Excel modeling and PowerPoint design to deliver high-impact insights and presentations.
  • Qualifications

  • Bachelor's degree required
  • 8+ years of relevant experience required
  • Experience working in a SFO or multi-family office environment required
  • Must have experience providing non-investment related solutions for clients
  • Background in finance or accounting highly preferred
  • Excellent verbal, written, and design communication skills
  • Client first mindset with attention to detail and confidentiality
  • Strong consultative and strategic thinking capabilities; a natural problem solver
  • Proven ability to manage complex projects and build collaborative relationships
  • This role is based in our Boston location and is a hybrid role, with a minimum of three days per week in office.

    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.

    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.

    serp_jobs.job_alerts.create_a_job

    Manager Office • Boston, MA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist) - Greenbush, MA

    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist) - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    HeadwayBoston, MA, United States
    serp_jobs.job_card.full_time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - North Scituate, MA

    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - North Scituate, MA

    LifeStance HealthNorth Scituate, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Medical Solutions AlliedScituate, MA, US
    serp_jobs.job_card.full_time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Scituate, Massachusetts.Job Description & Requirements. We’re seeking talented healthcare professionals ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Psychologist - Greenbush, MA

    Clinical Psychologist - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Psychologist (Child or Adult) - Greenbush, MA

    Clinical Psychologist (Child or Adult) - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Office Medical Director

    Office Medical Director

    One MedicalNEWTON, Massachusetts, United States
    serp_jobs.job_card.full_time
    One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn’t your average doctor’s office.We’re on a mi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist (LMFT)

    Licensed Marriage and Family Therapist (LMFT)

    LifeStance HealthLawrence, MA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    LifeStance HealthMethuen, MA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Psychologist (Child or Adult) - Cohasset, MA

    Clinical Psychologist (Child or Adult) - Cohasset, MA

    LifeStance HealthCohasset, MA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Family Office Director

    Family Office Director

    Harrison Gray SearchBoston, MA, United States
    serp_jobs.job_card.full_time
    Director to their Family Office Management Team.The Director will help to manage complex client relationships by working closely with various internal teams, including service, investment research,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Family Office Manager

    Family Office Manager

    CI Financial Corp.Boston, MA, US
    serp_jobs.job_card.permanent
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    LifeStance HealthGloucester, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    LifeStance HealthGloucester, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Therapist (LCSW, LICSW, LMHC, LMFT)- Child or Adult - Greenbush, MA

    Licensed Therapist (LCSW, LICSW, LMHC, LMFT)- Child or Adult - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Therapist (LCSW, LICSW, LMHC, LMFT)- Child or Adult - Gloucester, MA

    Licensed Therapist (LCSW, LICSW, LMHC, LMFT)- Child or Adult - Gloucester, MA

    LifeStance HealthGloucester, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30