Sr. Wealth Planner

Brown Brothers Harriman

  • Boston, MA
  • Permanent
  • Full-time
  • 29 days ago
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.Join us as a Sr. Wealth PlannerBrown Brothers Harriman is currently recruiting a Sr. Wealth Planner to join our Private Banking team in Boston. In this role you will collaborate with an existing Senior Wealth Planner in Boston 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.Some of your key responsibilities include:Relationship Management
  • Providing support to the Boston RM team 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 required; LLM or CPA a plus
  • Minimum 7 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (
$20 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
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.Go to BBH.com to learn more about our , , approach to or how we support you to .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.

Brown Brothers Harriman