Private Client Relationship Advisor

Brown Advisory•Washington, DC

19h•Onsite

About The Position

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. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. 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.

Requirements

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
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 (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship)

Nice To Haves

CTFA preferred

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