Brown Brothers Harriman & Co.
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. Global Head of RFP and Sales Enablement London based. Strategic Influence: Own and execute the global vision for RFP and Sales Enablement, directly shaping BBH's growth trajectory and market presence. Global Collaboration: Lead a dynamic, diverse team of high-potential professionals, working closely with subject matter experts and client-facing teams around the world. Innovation & Impact : Spearhead the integration of new technology, including artificial intelligence, to revolutionise how we approach client proposals and sales strategies. Executive Visibility: Represent the function at senior management forums, driving strategic conversations. Creative Leadership: Build and evolve a new strategic function at the crossroads of Marketing and Sales, empowering teams with compelling narratives and powerful sales tools Career Development: Mentor and inspire a global team, fostering growth and unlocking potential through hands-on leadership and coaching. Role Summary You will be responsible for the successful delivery of high-quality, timely, and strategically aligned responses to Requests for Proposal (RFPs) and Due Diligence Questionnaires (DDQs) leading a global team of RFP writers and working with subject matter experts and client facing teams globally.You will also be responsible for developing Sales Enablement strategies and tools in partnership with the global Marketing Manager team and Marketing Operations functions, directly supporting the Sales and Relationship Management (RM) teams to help attract, win, and retain clients in a dynamic and demanding market environment. RFP/DDQ responsibilities (60%) include leading a global team of RFP writers, overseeing the delivery of complex proposal and due diligence responses and ensuring our value proposition is clear and consistent, continually improving systems and best practices, including the integration of AI capabilities, and ensuring that RFPs and DDQs are prepared and submitted in a timely, accurate manner. Sales Enablement responsibilities (40%) include building a new strategic function that sits between Marketing and Sales/RM to ensure continuous improvement in sales tools and client-facing materials, supports client and prospect pitches and ongoing Sales/RM training initiatives, and directly manages a Sales Enablement Specialist.This is a senior-level position that requires a strong understanding of asset servicing / asset management to be able to manage proposal responses, ensure content quality, and equip sales teams with the necessary tools for efficiency and success. This role also requires outstanding communication, transformation, storytelling, writing, and stakeholder management skills, as well as significant experience managing a global team of high-potential individuals. Key Responsibilities: Strategic Leadership: Define and execute the global strategy for RFP and Sales Enablement functions in line with BBH's growth objectives Evolve the RFP/DDQ and Sales Enablement global service and staffing model as business needs change to ensure effective and efficient delivery Analyse and report trends across all RFP/RFI/DDQ and pitch efforts e.g., win/loss analysis, trends in capabilities and products requested, shift in asset management priorities or strategies to understand business implications and aid in strategic decision making Represent the RFP and Sales Enablement function in senior management forums, present management reporting in senior meetings Build and maintain strong relationships with Relationship Excellence, Client Service, Sales, Subject Matter Experts, Legal, and Compliance to gather information and ensure responses, pitches and sales tools meet client needs and regulatory standards. Manage and mentor a team of RFP writers and Sales Enablement specialists, providing guidance on best practices, performance, and career development. RFP and DDQ Management Be responsible for the entire RFP/DDQ function, including qualification of opportunities, resource allocation, content creation, interactions with the SME and client facing teams, and the quality of the submission. Lead the highest priority and critical RFP responses to support team capacity and ensure optimal resource allocation. Work with the Head of RFP Content in the US to curate and maintain a comprehensive database for use in RFPs and DDQs, ensuring content is accurate, up-to-date, and easily accessible for customized client presentations. Optimise the use of the RFP/DDQ platform to ensure it is being used to its full capabilities to streamline and support RFP/DDQ completion. Review strategic RFPs to ensure they are compelling, accurate, and consistent Sales Enablement Management: Working closely with the Head of Investor Services Marketing, the Marketing Manager team, develop and implement programs that provide the sales team with the resources (content, tools, knowledge) needed to advance and close more deals. Lead and offer strategic guidance to deal teams by helping RM and Sales develop a compelling narrative for their pitch that ensures BBH's value proposition is strong and tailored to the client Start to design, introduce, and evolve account-based marketing (ABM) initiatives to 'get ahead of the RFP' Working with the Marketing Manager team, ensure consistent and comprehensive messaging and sales tools are available on our internal sales and marketing platform across all major products and services, including ensuring we have up to date cheat sheets and battlecards Ensure the alignment of Marketing and RFP messaging and content to ensure consistency and continuous improvement Ensure the sales and marketing platform is optimised to meet the needs of Sales/RM, with content that is readily accessible, regularly updated, and tailored as required. Working closely with the Global Sales Discipline, evolve and support Sales/RM training programs to improve sales skills, product knowledge, and communication strategies. Analyse performance data and feedback from Sales/RM/Marketing Managers to refine strategies, and foster collaboration between sales, marketing, product, and other departments. Technology, Transformation and Automation Leadership Identify areas for improvement in the RFP and Sales Enablement processes, implementing new methodologies and technologies, including artificial intelligence, to increase efficiency and quality. Coordinate central administration and provision of technical expertise for BBH's RFP tools, including inquiry management, documentation, user training and coordination for up to 400 SME / RM / Sales / Service Delivery systems users Manage technology vendor relationships, including vendor oversight, issue logs, and service reviews Oversee system upgrades, including beta testing and weekend implementations, and the ongoing user interface, including license management and user maintenance Skills required Experience: Extensive experience (10+ years) in RFP management and sales enablement/ sales operations, within financial services or a related professional services or consultancy environment, with significant experience in a leadership role. Experience in Marketing as well as Sales Enablement/RFP would be a strong advantage. Leadership & Strategy: Strong strategic thinking, leadership abilities (minimum 5+ years in a leadership position) and experience in change management to drive initiatives across cross-functional teams. Collaboration: Models a highly proactive, collaborative
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. Global Head of RFP and Sales Enablement London based. Strategic Influence: Own and execute the global vision for RFP and Sales Enablement, directly shaping BBH's growth trajectory and market presence. Global Collaboration: Lead a dynamic, diverse team of high-potential professionals, working closely with subject matter experts and client-facing teams around the world. Innovation & Impact : Spearhead the integration of new technology, including artificial intelligence, to revolutionise how we approach client proposals and sales strategies. Executive Visibility: Represent the function at senior management forums, driving strategic conversations. Creative Leadership: Build and evolve a new strategic function at the crossroads of Marketing and Sales, empowering teams with compelling narratives and powerful sales tools Career Development: Mentor and inspire a global team, fostering growth and unlocking potential through hands-on leadership and coaching. Role Summary You will be responsible for the successful delivery of high-quality, timely, and strategically aligned responses to Requests for Proposal (RFPs) and Due Diligence Questionnaires (DDQs) leading a global team of RFP writers and working with subject matter experts and client facing teams globally.You will also be responsible for developing Sales Enablement strategies and tools in partnership with the global Marketing Manager team and Marketing Operations functions, directly supporting the Sales and Relationship Management (RM) teams to help attract, win, and retain clients in a dynamic and demanding market environment. RFP/DDQ responsibilities (60%) include leading a global team of RFP writers, overseeing the delivery of complex proposal and due diligence responses and ensuring our value proposition is clear and consistent, continually improving systems and best practices, including the integration of AI capabilities, and ensuring that RFPs and DDQs are prepared and submitted in a timely, accurate manner. Sales Enablement responsibilities (40%) include building a new strategic function that sits between Marketing and Sales/RM to ensure continuous improvement in sales tools and client-facing materials, supports client and prospect pitches and ongoing Sales/RM training initiatives, and directly manages a Sales Enablement Specialist.This is a senior-level position that requires a strong understanding of asset servicing / asset management to be able to manage proposal responses, ensure content quality, and equip sales teams with the necessary tools for efficiency and success. This role also requires outstanding communication, transformation, storytelling, writing, and stakeholder management skills, as well as significant experience managing a global team of high-potential individuals. Key Responsibilities: Strategic Leadership: Define and execute the global strategy for RFP and Sales Enablement functions in line with BBH's growth objectives Evolve the RFP/DDQ and Sales Enablement global service and staffing model as business needs change to ensure effective and efficient delivery Analyse and report trends across all RFP/RFI/DDQ and pitch efforts e.g., win/loss analysis, trends in capabilities and products requested, shift in asset management priorities or strategies to understand business implications and aid in strategic decision making Represent the RFP and Sales Enablement function in senior management forums, present management reporting in senior meetings Build and maintain strong relationships with Relationship Excellence, Client Service, Sales, Subject Matter Experts, Legal, and Compliance to gather information and ensure responses, pitches and sales tools meet client needs and regulatory standards. Manage and mentor a team of RFP writers and Sales Enablement specialists, providing guidance on best practices, performance, and career development. RFP and DDQ Management Be responsible for the entire RFP/DDQ function, including qualification of opportunities, resource allocation, content creation, interactions with the SME and client facing teams, and the quality of the submission. Lead the highest priority and critical RFP responses to support team capacity and ensure optimal resource allocation. Work with the Head of RFP Content in the US to curate and maintain a comprehensive database for use in RFPs and DDQs, ensuring content is accurate, up-to-date, and easily accessible for customized client presentations. Optimise the use of the RFP/DDQ platform to ensure it is being used to its full capabilities to streamline and support RFP/DDQ completion. Review strategic RFPs to ensure they are compelling, accurate, and consistent Sales Enablement Management: Working closely with the Head of Investor Services Marketing, the Marketing Manager team, develop and implement programs that provide the sales team with the resources (content, tools, knowledge) needed to advance and close more deals. Lead and offer strategic guidance to deal teams by helping RM and Sales develop a compelling narrative for their pitch that ensures BBH's value proposition is strong and tailored to the client Start to design, introduce, and evolve account-based marketing (ABM) initiatives to 'get ahead of the RFP' Working with the Marketing Manager team, ensure consistent and comprehensive messaging and sales tools are available on our internal sales and marketing platform across all major products and services, including ensuring we have up to date cheat sheets and battlecards Ensure the alignment of Marketing and RFP messaging and content to ensure consistency and continuous improvement Ensure the sales and marketing platform is optimised to meet the needs of Sales/RM, with content that is readily accessible, regularly updated, and tailored as required. Working closely with the Global Sales Discipline, evolve and support Sales/RM training programs to improve sales skills, product knowledge, and communication strategies. Analyse performance data and feedback from Sales/RM/Marketing Managers to refine strategies, and foster collaboration between sales, marketing, product, and other departments. Technology, Transformation and Automation Leadership Identify areas for improvement in the RFP and Sales Enablement processes, implementing new methodologies and technologies, including artificial intelligence, to increase efficiency and quality. Coordinate central administration and provision of technical expertise for BBH's RFP tools, including inquiry management, documentation, user training and coordination for up to 400 SME / RM / Sales / Service Delivery systems users Manage technology vendor relationships, including vendor oversight, issue logs, and service reviews Oversee system upgrades, including beta testing and weekend implementations, and the ongoing user interface, including license management and user maintenance Skills required Experience: Extensive experience (10+ years) in RFP management and sales enablement/ sales operations, within financial services or a related professional services or consultancy environment, with significant experience in a leadership role. Experience in Marketing as well as Sales Enablement/RFP would be a strong advantage. Leadership & Strategy: Strong strategic thinking, leadership abilities (minimum 5+ years in a leadership position) and experience in change management to drive initiatives across cross-functional teams. Collaboration: Models a highly proactive, collaborative
Brown Brothers Harriman & Co.
Network & Counterparty Relationship Management Sr Specialist page is loaded Network & Counterparty Relationship Management Sr Specialistlocations: Londontime type: Full timeposted on: Posted Yesterdayjob requisition id: 68458At 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 Network & Counterparty Relationship Management (NCRM) group is responsible for managing Brown Brothers Harriman's network of subcustodian and correspondent bank relationships for cash and securities in over 90 markets and providing value to both external and internal clients through market expertise and delivery of market information. The group is comprised of separate Bank Relationship Management, Market Information/Client Consultancy and Risk & Compliance pillars. The group is located globally, in Boston, New York, London and Hong Kong.As a Network RM Senior Specialist. you will be responsible for the management and oversight of the global provider of relationships within BBH's network of subcustodian and cash clearing banks. In this capacity, you will be responsible for the on-going oversight of our banks. This includes conducting regular due reviews (documentation review, bank calls and visits), maintaining appropriate AML/KYC files, communicating and ensuring delivery of detailed service level requirements, and acting as an escalation point for any issues arising with our bank relationships. You will work closely with internal subject matter experts including Service Delivery, Legal, Compliance, Credit, and Risk.As the relationship owner, you will be expected to have a deep knowledge of the banks, the servicing relationships (including a strong understanding of local market operation and regulation as they relate to the services being provided), as well as BBH and client requirements.If you are looking to push your career to the next level, introduce yourself by submitting your resume. Key responsibilities include: Act as a primary relationship contact for subcustodians/cash clearing banks and treasury counterparties. Build and maintain strong internal and external relationships. Conduct regular and ongoing monitoring of subcustodian/cash clearing banks (agent banks). Ensure all required annual due diligence deliverables are completed and documented, including annual documentation requirements, due diligence calls and/or visits, service level follow ups, etc. Negotiate competitive arrangements including legal documentation and service levels with agent banks to extract value from services rendered by BBH's agent banks. Prepare meeting agendas and contribute to relationship profiles. Execute on NCRM bank strategy through the issuance of RFPs, participation in conversions and the assessment and comparison of BBH's agent banks. Establish timeline for the year for execution of RFPs. Administer RFP and analyze results Assess, understand and communicate to the NCRM Management team any changes in agent bank's strategy, structure or model as well as market changes that may impact the services we receive from the agent banks. Coordinate with internal BBH departments, to ensure quality service levels and the timely resolution of issues and inquiries. Facilitate support of new markets/new products through the use of our agent bank network. Coordinate with other business lines to identify solutions that best serve client and firm needs. Identify, arrange and host meetings with representatives from visiting agent banks. Ensure that all required annual due diligence deliverables are completed and documented, including annual documentation requirements, due diligence calls and/or visits, service level follow ups, etc. As part of the annual due diligence process, understand and communicate to Network Management Team any changes to bank strategy, structure, model as well as any market changes that may impact the services we receive from the banks as well as the drivers behind any new contractual documentation requests. Through on-going dialogue with the banks, monitor global market developments and understand the impact to BBH, our agent bank network and our clients. Work closely with internal subject matter experts to ensure that our banks meet our requirements. Respond to both internal and external client needs, by leveraging our agent bank network and local market expertise including: knowledge of securities markets, local foreign exchange markets, cash clearing regulations and payment systems. Follow NCRM procedures when executing on daily deliverables. Participate in industry forums as applicable. Support internal working groups by identifying how market developments impact BBH and our clients. Seek out stretch assignments and support peers doing the same. Qualifications: Bachelor's degree in finance or related discipline required. 5+ years of relevant custody and Network experience. Experience in the financial services industry with strong operational understanding of the custody business. Ability to build and maintain strong internal and external relationships. Knowledge of securities markets, foreign exchange, cash clearing, and capital market regulatory considerations pertaining to foreign investment activities. Knowledge of the external competitive environment for the industry. Willingness to conduct overseas travel as part of due-diligence process. 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 to learn more about our approach to or how we support you to .Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial
Network & Counterparty Relationship Management Sr Specialist page is loaded Network & Counterparty Relationship Management Sr Specialistlocations: Londontime type: Full timeposted on: Posted Yesterdayjob requisition id: 68458At 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 Network & Counterparty Relationship Management (NCRM) group is responsible for managing Brown Brothers Harriman's network of subcustodian and correspondent bank relationships for cash and securities in over 90 markets and providing value to both external and internal clients through market expertise and delivery of market information. The group is comprised of separate Bank Relationship Management, Market Information/Client Consultancy and Risk & Compliance pillars. The group is located globally, in Boston, New York, London and Hong Kong.As a Network RM Senior Specialist. you will be responsible for the management and oversight of the global provider of relationships within BBH's network of subcustodian and cash clearing banks. In this capacity, you will be responsible for the on-going oversight of our banks. This includes conducting regular due reviews (documentation review, bank calls and visits), maintaining appropriate AML/KYC files, communicating and ensuring delivery of detailed service level requirements, and acting as an escalation point for any issues arising with our bank relationships. You will work closely with internal subject matter experts including Service Delivery, Legal, Compliance, Credit, and Risk.As the relationship owner, you will be expected to have a deep knowledge of the banks, the servicing relationships (including a strong understanding of local market operation and regulation as they relate to the services being provided), as well as BBH and client requirements.If you are looking to push your career to the next level, introduce yourself by submitting your resume. Key responsibilities include: Act as a primary relationship contact for subcustodians/cash clearing banks and treasury counterparties. Build and maintain strong internal and external relationships. Conduct regular and ongoing monitoring of subcustodian/cash clearing banks (agent banks). Ensure all required annual due diligence deliverables are completed and documented, including annual documentation requirements, due diligence calls and/or visits, service level follow ups, etc. Negotiate competitive arrangements including legal documentation and service levels with agent banks to extract value from services rendered by BBH's agent banks. Prepare meeting agendas and contribute to relationship profiles. Execute on NCRM bank strategy through the issuance of RFPs, participation in conversions and the assessment and comparison of BBH's agent banks. Establish timeline for the year for execution of RFPs. Administer RFP and analyze results Assess, understand and communicate to the NCRM Management team any changes in agent bank's strategy, structure or model as well as market changes that may impact the services we receive from the agent banks. Coordinate with internal BBH departments, to ensure quality service levels and the timely resolution of issues and inquiries. Facilitate support of new markets/new products through the use of our agent bank network. Coordinate with other business lines to identify solutions that best serve client and firm needs. Identify, arrange and host meetings with representatives from visiting agent banks. Ensure that all required annual due diligence deliverables are completed and documented, including annual documentation requirements, due diligence calls and/or visits, service level follow ups, etc. As part of the annual due diligence process, understand and communicate to Network Management Team any changes to bank strategy, structure, model as well as any market changes that may impact the services we receive from the banks as well as the drivers behind any new contractual documentation requests. Through on-going dialogue with the banks, monitor global market developments and understand the impact to BBH, our agent bank network and our clients. Work closely with internal subject matter experts to ensure that our banks meet our requirements. Respond to both internal and external client needs, by leveraging our agent bank network and local market expertise including: knowledge of securities markets, local foreign exchange markets, cash clearing regulations and payment systems. Follow NCRM procedures when executing on daily deliverables. Participate in industry forums as applicable. Support internal working groups by identifying how market developments impact BBH and our clients. Seek out stretch assignments and support peers doing the same. Qualifications: Bachelor's degree in finance or related discipline required. 5+ years of relevant custody and Network experience. Experience in the financial services industry with strong operational understanding of the custody business. Ability to build and maintain strong internal and external relationships. Knowledge of securities markets, foreign exchange, cash clearing, and capital market regulatory considerations pertaining to foreign investment activities. Knowledge of the external competitive environment for the industry. Willingness to conduct overseas travel as part of due-diligence process. 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 to learn more about our approach to or how we support you to .Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial