Brown Advisory · 1 hour ago
Private Client Relationship Advisor
Washington, DC
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $125K/yr
10+ years expBrown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Private Client Relationship Advisor will be responsible for managing client service activities for high net worth families and collaborating with external advisors to enhance client experience.
Asset ManagementFinancial ServicesVenture CapitalWealth Management
No H1B
U.S. Citizen Only
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
Qualification
Required
Bachelor's degree required
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 the Washington, D.C. office
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization
Preferred
Degree in Finance or Business preferred
CTFA preferred
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)
Company
Brown Advisory
Brown Advisory is an independent investment management and strategic advisory firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael D. Hankin
Co-CEO and Partner
John Chapoton
Partner and Strategic Advisor
Recent News
2025-10-26
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