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 Wealth Planner

Brown Brothers Harriman is currently recruiting a Wealth Plannerto join our Private Banking team in New York. In this role you willsupport the Senior Wealth Planner inNew York and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm's current and prospective Private Banking clients. You will represent the firm by actively engaging with the local trusts, estates and tax community to keep your knowledge base up to date and foster valuable connections. This role may be subject to a part-time schedule or a flexible work arrangement that incorporates telecommuting.

Some of your key responsibilities include:

Relationship Management:

• Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.
• Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues.
• Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.

Business Development:

• Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients.
• Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance.
• Author articles on internal and external publication platforms and speak at external engagements if needed.
• Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels
• Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

Qualifications:

• JD, CPA, or CFP required; LLM or CTFA a plus
• Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million)
• Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients
• Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
• Ability to multitask and independently problem solve
• Strong networking 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 other

Salary Range

$180,000-$210,000 plus annual bonus

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.