Relationship Advisor, Alternatives

Brown Advisory•New York, NY

1d•$135 - $150•Onsite

About The Position

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. 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 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary Brown Advisory’s Investment Solutions Group Client Service (ISG CS) delivers highly customized and comprehensive service and reporting to our clients. The ISG client service team is responsible for working with various family offices, high net worth individuals and institutions across the United States, Europe and Latin America. Our team works in a dynamic, trust-based partnership with Portfolio Managers and Research Analysts 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 and minimum of eight (8) years of relevant work experience
Experience with alternative assets
Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
Strong management skills and leadership experience
Desire to learn and the ability to learn quickly
Detail oriented
Superior client service 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
Strong communication skills
Ability to multi-task and adapt to changing priorities to meet client demands
Self-motivated with strong work ethic
Proficiency in Excel required; experience with Addepar preferred
Ability to work on-site in the New York 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 the relationship manager for large, complex, alternatives-focused client portfolios, providing strategic guidance and holistic oversight to deliver tailored solutions.
Lead and coordinate client meetings, collaborating with internal teams and external advisors on complex matters such as tax planning and entity structuring.
Oversee and review investment performance calculations and ensure accuracy of customized performance reporting for client relationships.
Serve as the primary liaison for clients on alternative asset transactions, collaborating closely with the Portfolio Management team to strategically plan and execute portfolio activities—including managing the operational and documentation workflows for subscriptions, redemptions, and capital commitments across hedge funds, private equity funds, and partnership structures—while ensuring compliance with AML standards.
Partner with business development and investment teams to prepare and deliver technical presentations and pitches to prospective clients, articulating customized portfolio strategies, operational capabilities, and solutions for complex alternatives-focused mandates.
Drive process improvements and implement best practices for operational efficiency and risk mitigation.
Lead account maintenance activities, including onboarding new accounts, implementing structural changes, and ensuring compliance with regulatory requirements.
Provide strategic oversight of alternative asset pricing processes and supervise cash operations, including high-value domestic and international fund transfers, liquidity planning, and resolution of complex or escalated issues.
Mentor associate-level team members, overseeing workload allocation, fostering technical development, and providing guidance to support professional growth and enhance team effectiveness.