Private Client Senior Relationship Associate
Brown Advisory
About this role
Brown Advisory is seeking a Senior Relationship Associate to provide highly personalized service to their private clients, assisting with onboarding, fiduciary issues, and coordination with advisors. The role involves managing client relationships, supporting investment and planning activities, and working collaboratively across teams.
Skills
Qualifications
About Brown Advisory
brownadvisory.comIndustry
Finance
We are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
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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
$90k – $120k
per year