Brown Advisory
Private Client Relationship Advisor
Brown Advisory, Washington, District of Columbia, us, 20022
Overview
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Brown Advisory’s Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is pursuing a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.
Position Summary Brown Advisory’s Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is pursuing a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.
Essential Functions / Responsibilities
Responsible for all aspects of client service-related activity for high net worth families, family offices, endowments and foundations
Effective communication with both internal and external contacts including prospects and clients
Ownership of collaboration with outside advisors (accountants, attorneys) to deliver the highest level of client experience
Understanding of trust administration, endowments and foundations, and other complex entities, such as LLCs, limited partnerships, retirement accounts, and alternative assets
Organize and manage client meetings from start to finish
Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
Understand fiduciary applications relevant to client relationships
Proactive resolution of client inquiries
Prepare letters and other client communications
Complete customized analyses and/or reporting as requested by clients
Strong understanding of competitor and industry products and services
Qualifications
Bachelor’s degree required; degree in Finance or Business preferred
Minimum of ten (10) years of relevant work experience
Experience with Trusts and Fiduciary-based relationships
CTFA preferred
Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
Strong management skills and leadership experience, with the ability to train and develop junior colleagues
Desire to learn and the ability to learn quickly
Superior client service and communication skills
Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
Strong decision making and problem-solving skills
Strives for innovation and process improvement
Ability to multi-task and adapt to changing priorities to meet client demands
Self-motivated with strong work ethic and detail oriented
Ability to work in the Washington, D.C. office
Salary & Benefits Salary: $100-$125k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.
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Brown Advisory’s Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is pursuing a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.
Position Summary Brown Advisory’s Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is pursuing a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.
Essential Functions / Responsibilities
Responsible for all aspects of client service-related activity for high net worth families, family offices, endowments and foundations
Effective communication with both internal and external contacts including prospects and clients
Ownership of collaboration with outside advisors (accountants, attorneys) to deliver the highest level of client experience
Understanding of trust administration, endowments and foundations, and other complex entities, such as LLCs, limited partnerships, retirement accounts, and alternative assets
Organize and manage client meetings from start to finish
Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
Understand fiduciary applications relevant to client relationships
Proactive resolution of client inquiries
Prepare letters and other client communications
Complete customized analyses and/or reporting as requested by clients
Strong understanding of competitor and industry products and services
Qualifications
Bachelor’s degree required; degree in Finance or Business preferred
Minimum of ten (10) years of relevant work experience
Experience with Trusts and Fiduciary-based relationships
CTFA preferred
Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
Strong management skills and leadership experience, with the ability to train and develop junior colleagues
Desire to learn and the ability to learn quickly
Superior client service and communication skills
Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
Strong decision making and problem-solving skills
Strives for innovation and process improvement
Ability to multi-task and adapt to changing priorities to meet client demands
Self-motivated with strong work ethic and detail oriented
Ability to work in the Washington, D.C. office
Salary & Benefits Salary: $100-$125k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr