Relationship Manager - Institutional
Core
Lead relationship management and drive AUM growth for a strategic set of intermediary distribution channels including RIA custodians, bank trust platforms, TAMPs, and alternative investment platforms.
Role type
Senior Institutional Relationship Manager (Distribution)
Builds
Platform access, shelf space positioning, and revenue growth for BBH's investment products (fixed income, ETFs, SMAs, alternatives) within intermediary channels.
Domain
Asset Management Distribution / Financial Services
Deliverable
client delivery
Required skills
Asset management distribution experience, RIA custodian and TAMP platform dynamics, investment product knowledge (fixed income, mutual funds, CITs, ETFs, SMAs, alternatives), RFP and due diligence management, executive-level engagement, strategic account planning
Preferred skills
CIMA, CAIA, or CFA designation, deep market knowledge of emerging competitors
Technologies
CAIS, iCapital
Responsibilities
Own and grow a defined account list of intermediary platforms; Develop and execute account strategies with clear revenue targets; Serve as internal voice of the client providing platform intelligence; Lead responses to formal platform RFPs and due diligence questionnaires; Represent BBH's Investment capabilities; Collaborate with investment teams to develop channel-specific content and thought leadership
Seniority
Senior, hands-on IC