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Brown Advisory · 2 months ago

Private Client Relationship Advisor

San Francisco, CA

Full-time

Onsite

Senior Level, Lead/Staff

$130K/yr - $175K/yr

10+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering exceptional client service. The Private Client Relationship Advisor will manage client onboarding and fiduciary issues while collaborating with various teams to ensure high-quality service for a diverse range of clients.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Qualification

TrustsFiduciary accountsCertified Financial PlanningClient onboarding managementCommunication skillsOrganizational skillsProfessional maturityPositive orientationTeam collaborationDetail-orientedAdaptability

Required

Bachelor's degree required

10+ years of relevant work experience

Deep experience with complex Trusts and Fiduciary accounts

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 Francisco office location

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)