Brown Advisory · 3 months ago
Strategic Advisor
Austin, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBrown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Strategic Advisor role focuses on providing holistic financial guidance to affluent families, addressing complex financial issues such as tax planning, estate planning, and wealth transfers.
Asset ManagementFinancial ServicesVenture CapitalWealth Management
Responsibilities
Provide strategic advice for a broad array of individual, family and trust portfolio subjects
Manage client relationships in coordination with the Private Client team, including serving as the primary relationship manager in many instances
Create and/or actively participate in the development of strategic advice for clients firm wide in coordination with the Strategic Advisory and Private Client Portfolio Management teams
Maintain active contact with known referral source relationships and prospects and proactively develop new business opportunities. Act as self-starter capable of managing long-term relationships and initiating and cultivating new client relationships
Develop opportunities with existing clients to provide additional services and manage additional assets
Coordinate presentations of the firm’s strategic advisory capabilities, including developing content and managing meetings for prospective clients and their advisors
Participate in the development of new ideas, planning and execution of Private Client business development strategies with senior management and other team members
Demonstrate and implement knowledge of strategic tax planning as well as various asset classes and investment management styles, asset allocation techniques, and investment strategies
Operate independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory team
Develop the confidence and trust necessary to develop deep and lasting client relationships and to pursue prospective new business opportunities
Qualification
Required
JD or CPA required
Significant experience with implementing wealth management planning strategies through 10+ years of experience either (1) working in a law firm or accounting firm on estate planning, wealth management, or business and tax planning, or (2) working in an investment firm on wealth management matters for high-net-worth individuals or entities
Sophistication and technical expertise to provide advice and guidance on a broad range of wealth management and strategic planning strategies
Familiarity with sophisticated investment strategies
Ability to convey a consultative approach to client relationship management and business development and display a broad knowledge base to clients and referral sources
Ability to work in the Austin office
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Gym membership discounts
Fitness event fee reimbursement
Corporate 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
founder/President and CEO
John Chapoton
Partner and Strategic Advisor
Recent News
Maryland Daily Record
2026-01-03
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