Family Office Solutions Manager

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.

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 development—so 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 advice—creating 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, often—pushing 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.