Private Client Relationship Advisor

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 the Washington, D.C. office

Salary: $100-$125k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).