Corporate Advisory & Banking - Relationship Manager

Corporate Advisory & Banking Relationship Manager

At BBH, partnership is more than a form of ownershipits 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 whats next, this is the right place to build a fulfilling career.

BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our Philadelphia office to join our Private Banking line of business. You will be responsible for building the Firms relationships with privately owned businesses and their owners in 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.

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 Private Banking teams that deliver the 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 BBHs private equity team to invest capital. You will also identify opportunities to introduce private business owners to BBHs Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory. In summary, the nature of the position and BBHs 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 PB 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 of PB.
• 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.

Grow revenue from all PB sources for existing clients.

Convert lending and advisory relationships to wealth management relationships.

Credit and Risk Management :

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

MBA or CFA preferred, but not required

10+ 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 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

What We Offer :

A collaborative environment that enables you to step outside your role to add value wherever you can

Direct access to clients, information, and experts across all business areas around the world

Opportunities to grow your expertise, take on new challenges, and reinvent yourselfwithout leaving the firm

A culture of inclusion that values each employees unique perspective

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 hasnt followed a traditional path, includes alternative experiences, or doesnt 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.