Strategic Advisory Associate

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, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, 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 850 colleagues worldwide, all of whom are equity owners of the firm.

Job Description:

At Brown Advisory, the Strategic Advisory team is a group of specialists, often attorneys, which create and/or implement customized solutions to individuals and families. Due to the complex nature of clients' objectives and related service needs, Strategic Advisory Associates will provide support for strategic advice within a client team for a broad array of individual, family and trust portfolios, subject to the special needs of each client.

Position Responsibilities:

• Assist in the management process of client relationships in coordination with the Strategic Advisory and Private Client teams

• Understand fiduciary issues relevant to client relationships; partner with internal teams to coordinate tax, estate planning, and fiduciary matters for clients

• Demonstrate an interest in developing knowledge of personal tax, estate planning, retirement savings strategies, philanthropic planning, impact investing, and various investment strategies

• Stay abreast of major tax or legislative updates that impact our clients

• Learn and utilize our Financial Planning software to help with cash flow modeling and capital sufficiency analysis

• Contribute to the creation of core deliverables on the Strategic Advisory team by developing balance sheets and graphical estate plan summaries for client relationships

• Coordinate presentations of the firm's Strategic Advisory capabilities, including developing content for prospective clients and their advisors

• Organize timely and relevant content for internal and external audiences in coordination with broader team

• Act as self-starter capable of operating independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory team

Job Requirements

• Bachelor's degree required, degree in Finance, Economics or related subject preferred

• Minimum of 3 years' experience within the industry; 3 -7 years' experience preferred.

• Desire to continuously learn and develop professionally including but not limited to advanced certifications that align with the current and evolving needs of our clients

• Progress towards or completion of MBA, CTFA, CFP, JD or CPA or other degree and/or professional certification preferred

• Ability to understand complex documentation related to account structures, trusts, etc.

• 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

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

• Must be self-motivated, a team player, and have strong interpersonal skills

• Exhibits excellent communication skills, both verbal and written

• Exhibits an entrepreneurial spirit and will develop ways to contribute to the growth of the firm

• Exceptional organizational skills and strong ability to prioritize tasks

• Ability to work in the Chapel Hill office five days a week

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.