Private Client Relationship Advisor

2 days ago

Washington, United States Brown Advisory Full time
Company Overview

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.

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 LLC's, 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: $100-$125k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Gym membership discounts
• Fitness event fee reimbursement
• Corporate 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.

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