Private Client Relationship Advisor

Company Overview

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

The San Francisco office is searching for a team oriented and entrepreneurial professional to join the newly established office and our dynamic and growing team. The ideal candidate is interested in working with our wide range of client types, including entrepreneurs, next-generation leaders, complex multi-generational families, family offices and nonprofits, and serving their broad range of needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.

The primary duties and responsibilities include but are not limited to :

• Work in close collaboration with Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients.
• Manage all aspects of client onboarding including custodian selection, documentation collection, account opening, account funding, online enrollment and implementing fee arrangements.
• Ability to understand complex documentation related to account structures, trusts, LLCs, FLPs etc.
• Oversee the communication of the onboarding process mentioned above to ensure consistent internal and external updates and task assignment are on track.
• Manage fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients.
• Build rapport with clients, as well as their outside advisors (accountants, attorneys). Assure prompt, accurate fulfillment of all client requests and inquiries.
• Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices.
• Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly.
• Oversee the development of junior client service colleagues supporting client maintenance and transactional requirements.
• Collaborate with network of Client Service Advisors and Operational leadership to ensure client needs are integrated to processes, technologies, and products.
• Contribute to ad-hoc projects and ongoing business improvement efforts as needed.
• Attend client meetings to represent the overall body of work and scope of work outstanding for new clients. This involves attending prospective client meetings and related events.

Desired Qualifications :

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).

CA Salary : $130K-$175K Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

Brown Advisory is an Equal Employment Opportunity Employer.