Operations Team Lead - Fee Billing

Brown Advisory•Baltimore, MD

1d•$85,000 - $100,000

About The Position

Brown Advisory is seeking a collaborative, proactive, and solutions-oriented leader to join its Operations department as Team Lead of Fee Billing. The Fee Billing Team is responsible for the accurate and timely calculation, validation, invoicing, and collection of investment management and related fees across the firm’s U.S. and international businesses. The team works with Client Service, Accounting & Finance, Technology, custodians, and external service providers to support financial operations and client relationships. The Team Lead oversees daily billing operations and helps shape the team’s future operating model. The role includes developing colleagues, managing operational priorities and escalations, strengthening controls, and leading improvements that reduce manual effort and increase scalability.

Requirements

Bachelor’s degree or equivalent relevant work experience.
At least 5 years of relevant experience in investment management, financial services operations, accounting, business analysis, or a related field.
Experience leading, coaching, training, or mentoring colleagues in an operational environment.
Ability to oversee complex operational workflows, manage competing priorities, and ensure accurate execution within established deadlines.
Strong analytical, problem-solving, and decision-making skills, including the ability to assess financial and operational risks and develop practical solutions.
Experience leading cross-functional projects, implementing process improvements, and driving meaningful change.
Excellent communication and relationship-management skills, with the ability to build credibility, influence outcomes, and collaborate across teams.
Highly organized, proactive, and adaptable, with accountability and the ability to work effectively in a changing environment.
Strong technical aptitude and proficiency with Excel.
Must be authorized to work in the United States without current or future employer-sponsored work authorization.

Nice To Haves

Experience with investment management fee billing, portfolio accounting systems, data integrations, automation, or international operations.

Responsibilities

Oversee the end-to-end billing cycle, including fee calculations, accruals, invoicing, collections, and reconciliations; manage priorities, deadlines, and coverage to ensure accurate and timely delivery.
Lead and develop colleagues through coaching, feedback, training, and delegation, fostering ownership, accountability, and strong operational judgment.
Partner with Client Service, Accounting & Finance, Technology, custodians, and external providers to clarify responsibilities, manage dependencies, and meet business needs.
Serve as the escalation point for complex billing issues, assess financial and client impacts, identify root causes, and coordinate timely resolution.
Maintain billing controls, including calculation reviews, exception monitoring, invoice validation, and reconciliation of downstream accounting outputs.
Oversee operational use of the firm’s third-party billing platform, including configuration, data quality, integrations, testing, and vendor coordination.
Lead cross-functional projects and process improvements to strengthen controls, reduce manual work, and improve scalability through automation and technology.
Maintain procedures and reporting that provide visibility into billing status, outstanding fees, operational risks, and service expectations.

Benefits

Discretionary performance bonus and additional discretionary long-term incentive compensation.
Medical, dental, and vision benefits.
Wellness program participation incentive.
Financial wellness program.
Fitness event fee reimbursement.
Gym membership discounts.
Colleague Assistance Program.
Telemedicine Program for colleagues enrolled in Medical.
Adoption Benefits.
Daycare late pick-up fee reimbursement.
Basic and voluntary Life and Accidental Death & Dismemberment Insurance.
Short Term Disability.
Paid parental leave.
Group Long Term Disability.
Pet Insurance.
401(k) with a 50% employer match up to the IRS limit and four-year vesting.