Family Office Services Team Lead

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.

Brown Brothers Harriman is currently recruiting a Family Office Services Team Lead to join our Capital Partners Client and Family Office Servicing Team. In this role you will be supervising the team responsible for various services in support of our Multi Family Office, Client Onboarding, Consolidated Reporting, Navigator and Wealth Projections. As a Team Lead, you will both oversee and actively contribute to daily activities to ensure the teams run efficiently and effectively. You will oversee staff, assign tasks, monitor performance, and provide coaching, training, and development for the staff. You will ensure that daily operations run smoothly and procedures are followed, and that the appropriate controls are in place to mitigate risk and address and escalate issues as they arise. This role requires a balance of leadership and hands-on involvement, ensuring that the Team Lead both guides and contributes to successful outcomes.

Some of your key responsibilities include:  

• Manage and participate in day-to-day activities to ensure all tasks are complete.
• Develop Employees by providing constructive and timely feedback, training, mentoring, and opportunities for growth.
• Identify and implement process improvements.
• Ensure proper controls are in place and mitigate risk.
• Respond to and escalate, if required, issues
• Become a SME and work with CP FO personnel and ensure high quality product delivery.

Qualifications:

• BA/BS required
• 5+ years of financial services experience with at least 2 years managing a team required
• Knowledge of security assets and performance reporting.
• Knowledge of private investments and reporting.
• Experience working in the Addepar application is strongly preferred.
• Ability to learn new concepts quickly and implement them across the services
• Strong written and oral communication skills
• Demonstrate risk awareness and ability to identify red flags.
• Attention to detail, time management and organizational skills.
• Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
• Strong interpersonal, collaboration skills

This role is based in our New York City location and is a hybrid role, with a minimum of three days per week in office.

Salary Range

$85k-$105k 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 professional development opportunities and time off, our programs support your overall well-being. 

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 contribut