Institutional Relationship Manager

Brown Investment Advisory & Trust•Baltimore, MD

1d•Onsite

About The Position

Brown Advisory is seeking a highly motivated, detail-oriented, and investment focused individual to join our Global Institutional team as a Relationship Manager in our Baltimore office. The Relationship Manager will serve as the primary contact for a mix of institutional clients, and their investment consultants, and certain U.S. financial intermediaries. The Relationship Manager will deliver high-quality client experience by promptly handling client needs and identifying opportunities to deepen and grow relationships. The role requires industry knowledge and networks, a strong understanding of the firm’s investment strategies, collaboration across teams, and the ability to work in a fast-paced environment. In this role, the Relationship Manager will collaborate with Sales, Research, Marketing, Legal/Compliance.

Requirements

Bachelor’s Degree
5-10 years of relevant experience
Experience working with institutional clients (e.g. pension plans, endowments & foundations) and consultants preferred
Ability to work full time in the firm’s Baltimore office
Ability to travel for client meetings and events
Strong communication and presentation skills
Team-oriented, self-motivated, and proactive
Strong judgment, ability to work under pressure, and highly adaptable
Strong analytical and problem-solving skills
Ability to balance current client needs with long-term objectives
Acts in best interest of each client by understanding their needs and delivering exceptional service
Experience with CRM systems, preferably Salesforce
Proficient with Microsoft Office suite of products
Ability to work in our Baltimore office
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship)

Responsibilities

Serve as primary contact for assigned institutional and intermediary clients, ensuring high-quality client experience
Deeply understand each client’s objectives, structure, and evolving needs to support long-term relationship success and organic growth
Lead client engagement (calls, meetings, conferences, etc.), providing concise investment and firm updates often in partnership with the investment team
Own timely resolution of client inquiries, requests, and issues, ensuring clear communication and strong follow-through
Deepen client relationships through proactive engagement and partnership events
Identify and build relationships with other key stakeholders (e.g. field consultants, investment staff, product/platform teams)
Articulate the firm’s investment strategies and investment platform with clients
Partner with internal teams to deliver coordinated, high-quality service for each client
Collaborate with other Relationship Managers on innovative ideas, best practices, and industry insights; support implementation of improvements
Participate in team initiatives and special projects that improve processes and the overall client experience
Capture client activity, opportunities, and relationship insights in Salesforce
Desire to continuously expand industry knowledge, with a long-term focus on professional growth and pursuing relevant certifications