Private Client Relationship Advisor

Brown Advisory Private Client Service Team Position

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 Washington D.C. office location

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

DC Salary: $120-140k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

At Brown Advisory we offer a competitive compensation package, including full benefits.

• 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.