Corporate Advisory & Banking - Relationship Manager
Philadelphia, PA 
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Posted 1 month ago
Job Description

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Join Us as a Corporate Advisory & Banking Relationship Manager

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 Firm's 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 BBH's private equity team to invest capital. You will also identify opportunities to introduce private business owners to BBH's Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory.

In summary, the nature of the position and BBH's 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:

Business Development

  • 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 theowners 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 yourself-without leaving the firm

  • A culture of inclusion that values each employee's 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 are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
10+ years
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