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 ...

60 Brown Advisory Client Relationship Manager Jobs Hiring Near You
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 ...
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 ...
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 ...
Private Client Relationship Associate
Washington, DC · On-site
$45K - $56K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... The Relationship Associate will follow the firm's best practices to ensure that all client-related ...
Private Client Relationship Associate
Washington, DC · On-site
$45K - $56K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... The Relationship Associate will follow the firm's best practices to ensure that all client-related ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Understand fiduciary applications relevant to client relationships * Proactive resolution of client ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Understand fiduciary applications relevant to client relationships * Proactive resolution of client ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Understand fiduciary applications relevant to client relationships * Proactive resolution of client ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Understand fiduciary applications relevant to client relationships * Proactive resolution of client ...
Private Client Relationship Associate
Washington, DC · On-site
$45K - $56K/yr
Execute cash management activities including but not limited to domestic and international fund ... Benefits At Brown Advisory we offer a competitive compensation package, including full benefits ...
Private Client Relationship Associate
Washington, DC · On-site
$45K - $56K/yr
Execute cash management activities including but not limited to domestic and international fund ... Benefits At Brown Advisory we offer a competitive compensation package, including full benefits ...
Senior Portfolio Manager, Private Client Investments
Manhattan, NY · On-site
$200 - $250/hr
Brown Advisory Incorporated's New York Office is looking for a Portfolio Manager to manage ... They will oversee client relationships, analyze complex financial information, and support the ...
Senior Portfolio Manager, Private Client Investments
Manhattan, NY · On-site
$200 - $250/hr
Brown Advisory Incorporated's New York Office is looking for a Portfolio Manager to manage ... They will oversee client relationships, analyze complex financial information, and support the ...
... our client-first culture. Brown Advisory is an independent investment management and strategic ... client relationships, including communication, trading and coordination with Portfolio Managers ...
... our client-first culture. Brown Advisory is an independent investment management and strategic ... client relationships, including communication, trading and coordination with Portfolio Managers ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Lead the management of all aspects of client relationships, including trading, reporting ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Lead the management of all aspects of client relationships, including trading, reporting ...
Associate Portfolio Manager
Boston, MA · On-site
$115 - $140/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... of client relationships, including trading, reporting, communication, and coordination with ...
Associate Portfolio Manager
Boston, MA · On-site
$115 - $140/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... of client relationships, including trading, reporting, communication, and coordination with ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Lead the management of all aspects of client relationships, including trading, reporting ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Lead the management of all aspects of client relationships, including trading, reporting ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Expand and maintain relationships with internal and external business partners to increase ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Expand and maintain relationships with internal and external business partners to increase ...
... our client-first culture. Brown Advisory is an independent investment management and strategic ... Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales ...
... our client-first culture. Brown Advisory is an independent investment management and strategic ... Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Travel to multiple Brown Advisory locations to build relationships with end users of cash ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Travel to multiple Brown Advisory locations to build relationships with end users of cash ...
Associate Portfolio Manager, Investment Solutions Group
Manhattan, NY · On-site
$140 - $165/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... of client relationships, including trading, reporting, communication and coordination with ...
Associate Portfolio Manager, Investment Solutions Group
Manhattan, NY · On-site
$140 - $165/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... of client relationships, including trading, reporting, communication and coordination with ...
... our client-first culture. Brown Advisory is an independent investment management and strategic ... Familiarity with CRM systems, marketing automation platforms, and digital marketing tools preferred.
... our client-first culture. Brown Advisory is an independent investment management and strategic ... Familiarity with CRM systems, marketing automation platforms, and digital marketing tools preferred.
Portfolio Analyst
Norfolk, VA · On-site
... our client-first culture. Brown Advisory is an independent investment management and strategic ... client relationships, including communication, trading and coordination with Portfolio Managers ...
Portfolio Analyst
Norfolk, VA · On-site
... our client-first culture. Brown Advisory is an independent investment management and strategic ... client relationships, including communication, trading and coordination with Portfolio Managers ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Establish strong working relationships with team members in the New York office and throughout the ...
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Establish strong working relationships with team members in the New York office and throughout the ...
Associate Portfolio Manager
Boston, MA · On-site
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Expand and maintain relationships with internal and external business partners to increase ...
Associate Portfolio Manager
Boston, MA · On-site
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Expand and maintain relationships with internal and external business partners to increase ...
... our client-first culture. Brown Advisory is an independent investment management and strategic ... Partner with client teams to on-board large client relationships with complex alternative asset ...
... our client-first culture. Brown Advisory is an independent investment management and strategic ... Partner with client teams to on-board large client relationships with complex alternative asset ...
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Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 6 days ago
Job description
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 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Brown Advisory is seeking a highly motivated, detail-oriented, and investment focused individual to join our Global Institutional team as a Relationship Manager in our Baltimore office. The Relationship Manager will serve as the primary contact for a mix of institutional clients, and their investment consultants, and certain U.S. financial intermediaries. The Relationship Manager will deliver high-quality client experience by promptly handling client needs and identifying opportunities to deepen and grow relationships. The role requires industry knowledge and networks, a strong understanding of the firm's investment strategies, collaboration across teams, and the ability to work in a fast-paced environment. In this role, the Relationship Manager will collaborate with Sales, Research, Marketing, Legal/Compliance.
Responsibilities
Serve as primary contact for assigned institutional and intermediary clients, ensuring high-quality client experience
Deeply understand each client's objectives, structure, and evolving needs to support long-term relationship success and organic growth
Lead client engagement (calls, meetings, conferences, etc.), providing concise investment and firm updates often in partnership with the investment team
Own timely resolution of client inquiries, requests, and issues, ensuring clear communication and strong follow-through
Deepen client relationships through proactive engagement and partnership events
Identify and build relationships with other key stakeholders (e.g. field consultants, investment staff, product/platform teams)
Articulate the firm's investment strategies and investment platform with clients
Partner with internal teams to deliver coordinated, high-quality service for each client
Collaborate with other Relationship Managers on innovative ideas, best practices, and industry insights; support implementation of improvements
Participate in team initiatives and special projects that improve processes and the overall client experience
Capture client activity, opportunities, and relationship insights in Salesforce
Desire to continuously expand industry knowledge, with a long-term focus on professional growth and pursuing relevant certifications
Qualifications
Bachelor's Degree
5-15 years of relevant experience
Experience working with institutional clients (e.g. pension plans, endowments & foundations) and consultants preferred
Ability to work full time in the firm's Baltimore office
Ability to travel for client meetings and events
Strong communication and presentation skills
Team-oriented, self-motivated, and proactive
Strong judgment, ability to work under pressure, and highly adaptable
Strong analytical and problem-solving skills
Ability to balance current client needs with long-term objectives
Acts in best interest of each client by understanding their needs and delivering exceptional service
Experience with CRM systems, preferably Salesforce
Proficient with Microsoft Office suite of products
Ability to work in our Baltimore office
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)
Salary: $100-150k. 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.
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
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.
About Brown Advisory
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Baltimore, MD, US
Year founded
1993