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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, New York, North Carolina, San Francisco, Singapore, Southern California, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm.

Job Description

Brown Advisory is currently seeking an Institutional Relationship Manager to join our Direct-Consultant Relations team in our Baltimore office. This is a key-client facing role and will be responsible for growing and retaining client assets under management through developing and maintaining relationships with institutional clients (such as pension funds, endowments, foundations, health care organizations, insurance companies) who use Brown Advisory’s proprietary equity and fixed income strategies.

Duties and Responsibilities

• Responsible at the highest level for the overall client experience
• Provide clients excellent service, meeting their specific needs in a timely and complete way, exceeding client expectations
• Retain and grow client assets under management through relationship management activities in alignment with firm strategy
• Develop and deepen relationships with client decision-makers and influencers through proactive, regular and thoughtful outreach
• Offer clients access to all of Brown Advisory’s institutional investment strategies and investment insight
• Maintain thorough knowledge of Brown Advisory’s institutional investment strategies
• Provide and discuss investment performance with clients on a regular basis.
• Speak to clients about market dynamics and trends
• Arrange, facilitate and follow up on meetings and calls with clients and consultants
• Work effectively with investment team to involve them as appropriate in client meetings
• Set goals for client related activity, and implement plan to achieve goals
• Document all client related activity in Salesforce and present metrics periodically
• Work closely with the Relationship Associate team on administrative and operational client matters
• Manage new client onboardings in partnership with internal teams
• Work with clients and internal operations teams to complete all investment, operational, and compliance due diligence questionnaires
• Assist in remediating client issues and escalate as appropriate
• In partnership with the Consultant Relations team, serve consultants who work with our clients, and seek to develop new business from existing or new clients
• Lead efforts to build Brown Advisory’s brand in the industry by participating in client sponsored events and conferences
• Support a positive team culture, consistent with Brown Advisory values

Job Requirements

• Bachelor’s degree required, Master’s degree or CFA desirable
• 8+ years client-facing experience in institutional investment management
• Significant experience working with complex institutional client relationships
• Experience with investment consultants and with direct institutional asset owners
• Proven ability to successfully build relationships with sophisticated institutional investors
• Ability to think strategically and embrace change
• Orientation towards achievement of team goals
• Comfortable working in a dynamic, team-centered, deadline-oriented environment
• Self-motivated, with outstanding organizational and time management abilities
• Proven, strong client service and relationship management skills
• Excellent communication and interpersonal skills
• Exceptional attention to detail
• Mindset for continuous learning
• Proficient in Microsoft Word, Excel, PowerPoint and Adobe
• Experience with Salesforce or another CRM
• Ability to work in the Baltimore office location

Benefits

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

Brown Advisory is an Equal Employment Opportunity Employer.