Relationship Manager I - Investor Services
Core
Manage client relationships and drive new revenue opportunities for BBH's Infomediary Data Solutions business, focusing on data management, SaaS, and AI/ML solutions.
Role type
Junior Relationship Associate (Investor Services)
Builds
Long-term client management strategies and new business growth for data and technology products
Domain
Financial Services / Data & Technology Solutions
Deliverable
client delivery
Required skills
Client relationship management, sales support, technical asset creation, due diligence coordination, financial modeling, market research, MS Office proficiency
Preferred skills
Global custody experience, tech-focused client service, familiarity with data/digital products, cold outreach, strategic planning
Technologies
Swift Messaging, SaaS platforms, SharePoint, MS Office
Responsibilities
Manage select client relationships under supervision, assist in creating technical sales assets, coordinate due diligence visits and KYC files, contribute to revenue growth through prospecting and client evaluation, create pricing proposals and revenue projections, gather market segment information
Seniority
Junior, individual contributor
