Family Office Solutions Manager

Family Office Solutions Manager page is loaded## Family Office Solutions Manager locations:
Boston time type:
Full time posted on:
Posted 17 Days Agojob requisition :
68053

At BBH, Partnership is more than a form of ownership—it’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.
***** Salary Range**$100,000-$150,000 base salary + annual bonus target
* 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 paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to…