Relationship Development Specialist

3 weeks ago


Baltimore, Maryland, United States Brown Advisory Full time
About Brown Advisory

Brown Advisory is a leading independent investment management and strategic advisory firm dedicated to delivering exceptional client service and innovative solutions. Our firm is built on a strong foundation of trust, expertise, and a commitment to excellence.

Job Summary

We are seeking a highly skilled and experienced Private Client Relationship Advisor to join our team. As a key member of our Private Client Service team, you will be responsible for providing exceptional client service, building strong relationships with high net worth families and family offices, and driving business growth through strategic partnerships.

Key Responsibilities
  • Client Service and Relationship Building: Provide exceptional client service, build strong relationships with high net worth families and family offices, and drive business growth through strategic partnerships.
  • Account Management: Manage a portfolio of high net worth client relationships, including administration, client communication, and relationship development.
  • Business Development: Identify and pursue new business opportunities, develop strategic partnerships, and drive revenue growth.
  • Team Collaboration: Work closely with cross-functional teams, including portfolio managers, investment analysts, and other support staff, to deliver exceptional client service and drive business growth.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: Minimum of 10 years of experience in a related field, with a strong background in client service, relationship building, and business development.
  • Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving skills, and the ability to work in a fast-paced environment.
  • Certifications: Relevant certifications, such as CFP or CFA, are a plus.
What We Offer

Brown Advisory offers a competitive compensation package, including full benefits, a comprehensive wellness program, and opportunities for professional growth and development.



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