Private Client Senior Relationship Associate
Brown Advisory
About this role
The Senior Relationship Associate at Brown Advisory provides highly customized service to private clients, collaborating closely with relationship advisors, portfolio managers, and strategic advisors. The role oversees client onboarding, fiduciary coordination, and a range of investment and trust activities while ensuring prompt, accurate resolution of client inquiries.
Skills
Qualifications
About Brown Advisory
brownadvisory.comWe are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
Recent company news
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10 hours ago
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4 days ago
citybizBrown Advisory to Move New York Office to Tishman Speyer’s 520 Madison Avenue
4 days ago
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About Brown Advisory
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Brown Advisory.
Salary
$138k – $185k
per year
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