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:

• Bachelor’s degree required; 10+ years of relevant experience of relevant work experience

• Deep experience with complex Trusts and Fiduciary accounts

• Course work towards or completion of the Certified Financial Planning program a plus

• Proven ability to build rapport and foster trust with clients and their outside advisors

• Ability to multi-task and adapt to changing priorities to meet client demands

• Demonstrates professional maturity and discretion in handling confidential and delicate client issues

• Collaborative team-player; self-motivated with a strong work ethic

• Desire to dive into the detail, and also step back and evaluate the client experience from a strategic lens. Comfortable toggling between player and coach role.

• Positive, “can do” orientation that encourages those around them to want to work together to win

• Highly organized work style; detail-oriented and accurate

• Excellent communication skills, both verbal and written

• Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency

• Ability to work on-site in the San Franci